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Head of finance and account operations

Sydney
Succession Partners Pty Ltd
Posted: 4 February
Offer description

Succession Partners is partnering with a highly respected specialist services firm in the Insurance sector to appoint a Head of Finance & Account Operations — a senior leadership role with real influence across finance, operations, regulatory delivery, and client outcomes.

This is a critical appointment, reporting directly to the CEO, and suited to a technically strong, commercially minded leader who thrives at the intersection of finance, operations, people leadership, and regulatory assurance.

The Opportunity

In this role, you will have end-to-end accountability for Finance and Account Operations, ensuring both functions operate in lockstep to deliver accurate, compliant, timely, and scalable services to a sophisticated client base including insurers, reinsurers, underwriting agencies and Lloyd's coverholders.

You'll act as a trusted internal and external authority, balancing technical excellence with pragmatic leadership as the business continues to grow.

Key Responsibilities
* Provide senior leadership and integration across Finance and Account Operations
* Act as the escalation point for complex financial, operational, and reporting matters
* Ensure delivery of all client financial and regulatory obligations with absolute accuracy
* Partner closely with the CEO, Director of Regulatory Affairs & Assurance, and Head of Risk & Compliance
* Drive operational excellence, workflow optimisation, and continuous improvement
* Lead, mentor, and develop senior managers and their teams
* Deliver clear reporting, insights, and forward-looking capacity planning to support growth
What We're Looking For
* 10+ years' experience in a senior finance/operations role within the General Insurance sector
* Strong knowledge of insurance accounting, operations, and APRA prudential frameworks
* Proven experience advising clients on complex technical and financial matters
* CA or CPA qualification (mandatory)
* A confident, values-led people leader with a strong client-centric mindset
* Exceptional attention to detail, paired with commercial judgement
Why This Role?
* Senior leadership role with direct access to the CEO
* High-trust environment with strong professional standards
* Opportunity to shape scalable, best-practice operations
* Respected brand with a reputation for technical excellence and compliance

If you're a finance leader in Insurance looking for a role that blends technical depth, leadership, and strategic impact, we welcome your application.

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