Finance Operations Manager
About The Position
The Finance Operations Manager is a strategic corporate partner entrusted to lead and manage a team of operations coordinators and auditors that process, inspect, and validate field rep activity; time, mileage, route, sales, and compliance in a high-volume, fast-paced, environment. The Manager's primary function is to oversee the processing of payroll and invoicing weekly. This role will perform a variety of complex activities such as audits, and data analysis with financial reconciliation reporting within the Sales Operations department. The ideal candidate has expert-level Excel skills to do complete objectives like complex commission calculations, data reconciliation, and creating Excel workbooks for auditing. Salesforce use is heavy and Salesforce admin experience is a plus. Your clients are not only the field leaders, but you will be involved with service and sales to help design new business processes. The ideal candidate has a relevant sales and operations background in professional services, retail, or distributed sales forces, is process and metrics-oriented, and can drive performance through leadership and management.
Requirements
- Bachelor Degree in Business or Finance OR 5 years of relevant experience in 3PL, Billing Controls, Finance, or Retail Operations
- Strong Financial Acumen
- Any similar combination of education and experience
- Outstanding organizational skills, attention to detail, project management experience, and prioritization of tasks
- Superior interpersonal skills to work closely with other team members and the client
- Strong verbal communication and presentation skills
- Excellent judgment and issue-resolution skills, and the ability to balance multiple demands and changing priorities
- Advanced/expert working knowledge of Microsoft Office products (Word, Excel, PowerPoint and Outlook)
Nice To Haves
- Salesforce admin experience is a plus
Responsibilities
- Manage team(s) and oversee day to day operations including, but not limited to, client initiatives, billing, payroll prep, reporting, and client-issue resolution
- Reconcile and audit client specific billing and invoicing to include billed hours and expenses
- Preparing, validating and auditing client specific payroll
- Report generation/analysis of system management reports, to include payroll interface report with payroll system
- Support billing and invoicing process
- System set up for new clients and providers
- Work collaboratively with the client account team to develop account plans and strategies
- Responsible for assisting with client service issues and timely resolution
- Work with managers to assist in the development and maintenance of infrastructure for new and existing accounts
- Provide insight and analysis regarding program performance and identify opportunities for continued improvement
- Become a liaison between client management team, the ops team and finance, assisting in problem resolution, analysis, team building, etc.
- Ensure accurate updates of information as requested by sales team in applicable reporting systems
- Courteously provide problem resolution to internal customers and field associate calls for escalated matters; submit for research when necessary
- Provide excellent customer service by facilitating and/or providing informal and formal training and feedback to internal customers
- Compose verbal and/or written correspondence to internal and external customers
- Perform all other duties as assigned
- Ensure reporting compliance, timeliness and accuracy
- Ensure execution of all client-specific initiatives meet requirements and deadline
Benefits
- Health/Dental/Vision Insurance
- 401K Program
- Paid Time Off
- Paid Holidays
- Professional and fun environment
- Paid Sick Leave available in accordance with state/local ordinances
- Employee Assistance Program
- Leadership Development Program
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What This Job Offers
Job Type
Full-time
Career Level
Manager
