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Director of Finance

Elk Grove, CA · On-site

$110K - $160K/yr

This role is responsible for overseeing the company's financial operations, ensuring the accuracy of financial information, and maintaining compliance with GAAP standards. The Director of Finance ...

CHCP

Assistant Director of Financial Aid

Houston, TX · On-site

The role requires a proactive leader who can effectively manage daily operations, support ... The Assistant Director of Financial Aid will have the opportunity to directly impact student ...

TPR Education, LLC

Director, Financial Operations

Every year, it helps millions of college- and graduate school-bound students achieve their ... About the Position The Director, Financial Operations is a high-impact leadership role responsible ...

Vixxo

Director, Financial Operations

Hartford, CT · On-site

Company Description Be part of our growth story! Do you have a passion for people? Are you a go ... finance, IT operations, etc.) and process teams to ensure alignment around processes and ...

HRBoost

Director of Finance

Chicago, IL · On-site

A leading residential real estate company is looking for a Director of Finance to join its ... Reporting to the CFO, this role will supervise financial operations, oversee accounting staff, and ...

TNBR Careers

Director of Financial Aid

Gallatin, TN · On-site

$68K - $85K/yr

Director of Financial Aid Institution: Volunteer State Community College Job Summary: Provide ... The Director oversees daily operations, supervises professional and support staff, manages budgets ...

NYFA

Director of Financial Aid

Burbank, CA

The Financial Aid Director leads all Federal regulatory practices and objectives to develop ... Develop operational strategies to ensure the retention of students through exceptional customer ...

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All JobsDirector Of Financial Operations Jobs

Director Of Financial Operations information

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$34K

$107.7K

$179.5K

How much do director of financial operations jobs pay per year?

As of Jun 29, 2026, the average yearly pay for director of financial operations in the United States is $107,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,500.00 and $135,500.00 per year, depending on experience, location, and employer.

What does a Director of Financial Operations do?

A Director of Financial Operations oversees the financial activities and strategies of an organization to ensure efficiency, compliance, and profitability. They manage budgeting, forecasting, financial reporting, and internal controls, often leading teams within the finance department. This role also involves analyzing financial data to support strategic decision-making and collaborating with other executives to drive organizational goals. Additionally, they ensure compliance with financial regulations and help optimize resource allocation across departments.

What are some typical challenges faced by a Director of Financial Operations, and how can they be addressed?

A Director of Financial Operations often encounters challenges such as managing complex budgeting processes, ensuring regulatory compliance, and integrating new financial technologies. Balancing strategic planning with day-to-day operational oversight can also be demanding, especially in dynamic or rapidly growing organizations. Success in this role often relies on strong communication with cross-functional teams, proactive risk management, and continuous process improvement to streamline operations and maintain financial health.

What is the difference between Director Of Financial Operations vs Financial Manager?

AspectDirector Of Financial OperationsFinancial Manager
Primary FocusOversees financial strategies, policies, and overall financial health of an organizationManages daily financial activities, reporting, and team supervision
ResponsibilitiesStrategic planning, financial policy development, high-level decision makingBudgeting, financial reporting, team management
CredentialsTypically requires CPA, CFA, or similar certifications; advanced degree often preferredOften requires a bachelor's degree in finance or accounting; CPA beneficial
Work EnvironmentExecutive-level, strategic, cross-departmentalOperational, team-oriented, department-specific

While both roles involve financial expertise, the Director Of Financial Operations focuses on strategic leadership and organizational financial health, whereas the Financial Manager handles day-to-day financial activities and team management. The director role is more senior and strategic, often requiring advanced certifications and experience.

What are the key skills and qualifications needed to thrive as a Director Of Financial Operations, and why are they important?

To excel as a Director Of Financial Operations, you need advanced financial management expertise, analytical skills, and typically a degree in finance, accounting, or business, often paired with CPA or CMA certification. Familiarity with enterprise resource planning (ERP) systems, financial modeling software, and compliance tools is crucial. Strong leadership, strategic thinking, and effective communication set top performers apart in this role. These skills ensure accurate financial oversight, drive business growth, and maintain regulatory compliance in complex organizational environments.
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Director Of Financial Operations jobs near you
Infographic showing various Director Of Financial Operations job openings in the United States as of June 2026, with employment types broken down into 19% Full Time, 80% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $107,680 per year, or $51.8 per hour.
Director of Financial Planning

Director of Financial Planning

Northwestern Mutual

Minnetonka, MN • On-site

Full-time

Posted 10 days ago

Key responsibilities

  • Create detailed financial proposals using personal planning software while considering clients' insurance, retirement, education, investment, and estate needs.

  • Communicate directly with clients to obtain relevant data points needed to curate custom plans.

  • Partner with team leaders to identify opportunities in client financial plans and strategize ways to optimize and improve client strategies.

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

144th of 263 rated insurance

Job description

About Vertex Capital Planning

At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.


Position Details

TheDirector of Financial Planningis responsible for delivering financial security to clients through a comprehensive planning process, integrating risk and investment products in alignment with Vertex Capital Planning's philosophy and the specific goals of our clients. The Director of Planning has a high degree of analytical skills while being able to communicate effectively with clients and colleagues regarding the topics of investments, insurance, financial and tax planning strategies for various client situations. This position is located in the Northwestern Mutual - Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM - 4:00 PM.


Responsibilities include but are not limited to:

  • Create detailed financial proposals using personal planning software while taking client's insurance, retirement, education, investment, and estate needs into consideration.
  • Communicate directly with clients to obtain relevant data points needed to curate custom plans
  • Partner with team leaders to identify opportunities in client financial plans and strategize ways to optimize and improve client strategies
  • Manage client communication including correspondence, notes, files, and maintaining compliant client records
  • Keep up to date on federal regulations, software system enhancements, new products, and compliance changes/opportunities
  • Participate in learning opportunities to deliver on and exceed client expectations in our planning approach


Qualifications:

  • Bachelor's degree in finance or related field, preferred.
  • Minimum 5 years of strategic financial planning experience
  • Active Series 7, and Series 63 registrations, or equivalent required
  • Active Minnesota Life, Accident, and Health Insurance license preferred
  • CFP, ChFC, or RICP preferred
  • The role title will be reflected as the Director of Planning until an AWMA contract has been approved


Performance Skills:

  • Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
  • High sense of urgency, attention to detail, and exceptional organizational skills
  • Excellent oral and written communication skills
  • Task-minded with the ability to follow through and execute in a timely manner
  • High degree of initiative and autonomy
  • Demonstrates ability to maintain effective working relationships within the firm and its clients


Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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