Director, Financial & Payroll Accounting, Compliance and Investment Oversight

Job Summary

This position is responsible for strategic direction and oversight for all payroll and financial accounting, compliance and various employee benefits financial processes of qualified, nonqualified, and various other programs within a multi-billion-dollar payroll and benefit-related environment. The role ensures accurate payroll accounting and benefit/financial benefit accounting, strict adherence to regulatory requirements, and effective financial management of benefit programs including assurance of any related investment recording.

• Oversee and direct staff including supervisory/management staff subordinately assigned to these related functions, ensuring consistent harmonious deployment and employee‑customer relationships.
• Direct payroll accounting operations, including reconciliations, general ledger integration, and reporting; ensure compliance with federal, state, and global payroll tax requirements, internal controls, and audit standards.
• Oversee accounting, reconciliation, and reporting for qualified and nonqualified benefit plans, including pension and 401(k); ensure timely and accurate benefit expense recognition and liability reporting.
• Lead coordination with internal/external auditors and regulators to validate payroll, benefits, and investment compliance; oversee preparation of filings such as Form 5500 and Summary Annual Reports (SAR).
• Collaborate with Treasury, Trustees, investment managers, monitors, and actuarial firms to ensure alignment of financial strategy, funding, and compliance with corporate and plan requirements.
• Partner with Treasury, Financial Reporting, Budgeting, HR, and other business units to provide insights, forecasting, and compliance guidance on payroll and benefits costs, including allocation/charge back processes.
• Drive automation and modernization of payroll accounting and compliance systems; maintain financial databases and ensure accuracy of statistical, management, and government reporting.
• Coordinate efforts between internal and external auditors, recordkeepers, and consultants to maintain alignment of investment policy and practices; participate in investment allocation and style/manager selection processes.
• Forecast, calculate, record‑keep, and monitor all corporate fringe benefit pool budgets, including active employee, retiree, and health pools; oversee the proper and timely processing of payments of benefit deductions to appropriate vendors.
• Develop and manage automated systems related to the processing of qualified benefit plan data and data interfaces to all necessary internal financial systems and external vendors, consultants, trustees, or advisor systems.
• Provide review support as needed for benefit expense data processes, including accumulation, reconciliation, and verification.
• Develop and maintain knowledge of the related financial systems and financial aspects of cloud‑based systems.

• Bachelor’s Degree with emphasis in Mathematics or Accounting.
• Minimum 10 years of experience in employee benefits administration and/or payroll accounting/compliance.
• Minimum 5 years of proven supervisory experience.
• Proven experience in payroll tax compliance, accounting reconciliations, and audit coordination.
• Analytical skills and financial acumen.
• Organizational skills and experience managing multiple projects simultaneously.
• Verbal and written communication skills, including grammar, appropriate word choice, precision, conciseness, structure, appropriate tone and level of detail for audience.
• PC experience and skills to include spreadsheets and software packages such as Microsoft Excel and Word.

• Master’s Degree preferably in Business, Accounting, Finance, or Business Analytics.
• CPA, CFP, CFA.
• Employee training/mentoring experience.
• Cloud-Based Financials systems and HR experience.
• Claim/membership and documenting systems experience.

This is a hybrid role, in office 3 days/week in Richardson, TX.

Base Pay Range $ - $. Exact compensation may vary based on skills, experience, and location.

We are an Equal Opportunity Employment employer dedicated to providing a welcoming environment where the unique differences of our employees are respected and valued. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristics.