Director of Finance and Human Resources

Company Description

Financial Designs Ltd. (FDL) is seeking a full-time Director of Human Resources/Finance. The position will be overseeing all business operations. The Director of HR/Finance will report to the President, and this role will be based on-site in Denver, CO. This is not a remote or hybrid position — Denver-based only. Relocations Welcome — Must Be Willing to Relocate to the Denver Area at Own Expense.

FDL is a boutique privately held firm based in Denver, Colorado with a nationwide client base. FDL is a recognized leader in wealth transfer and insurance planning for multi-generational wealth and business planning for owners and key executives. The firm was founded over 55 years ago and has more than $6.0 Billion of Life Insurance In-Force. The firm has a team of 20 people and requires leadership, problem-solving and oversight for day-to-day operations.

Core Responsibilities:

Operations - Oversee operations of FDL to keep the business relevant, cost efficient and high performing and current in HR, business applications and technology.

Human Resources – Employee Recruiting and Retention, Payroll, Administrator for 401(k) Plan and Health Benefits, Legal compliance, Business Insurance matters. Manage operations while maintaining a positive culture of mutual trust and respect.

Financial Operations – Assist in developing annual budgets and monitor expenses to ensure financial compliance and stability. Maintain general ledgers perform monthly reconciliation, manage accounts payable/receivables. Prepare Monthly Financial Reports.

Entity matters – Oversee Business Insurance, and Space Facility needs.

Qualifications:

Experience: 10 years of proven experience in a Leadership role with overseeing and managing operational functions ideally within a professional services operation.

• Strong analytical skills with a demonstrated ability to interpret financial reports and assess data effectively.
• Excellent organizational and problem-solving skills
• Strong leadership and interpersonal communication abilities
• Experience in human resources operations, including employee benefits management, is a plus

Education: Bachelor’s degree in business administration, accounting, finance or equivalent college degree.

Technical Skill s: Proficiency in payroll and accounting software (e.g. ADP, QuickBooks). Understanding of Cybersecurity controls.

Compliance Knowledge : In depth knowledge of employment labor laws and GAAP accounting principles.

Health and Wellness Benefits:

Medical insurance, Telehealth, Dental Insurance, Vision Insurance, Health Savings Account (HSA), Employee Assistance Program (EAP), Company paid Life and Disability Insurance, Paid Family and Medical Leave (through FAMLI Colorado)

Compensation Benefits:

Competitive Salary, Opportunity for Bonus, 401(k) Program and Company Match up to 4%, Tuition Reimbursement for approved Industry related coursework. Certification and License sponsorship.

Salary Range $100,000 to $120,000 annually depending on skills, experience and qualifications.

Work/Life Balance Benefits:

Paid Vacation and Paid Holiday Time Off, Free Indoor Parking, Free Fitness Center in the building, Team Connect Social events and Community Giving Events.

Career Growth Benefits:

On the job mentor training and development. Tuition Reimbursement for industry related courses, Certification and License Sponsorship support for costs to achieve CLU, ChFC, ALU and LOMA designations.