Financial Operations Manager

Edelman Financial Engines • Fairfax, VA

63d

About The Position

Financial Operations Manager (Fairfax, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this manager role, we are seeking a candidate with proven experience in process management and data oversight to help advance the billing workflows. If you are a detail oriented person, this may be an opportunity for you!

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 8+ years of experience in billing, financial operations, or accounting
• Strong understanding of fiduciary billing principles and fee structures
• Advanced Excel skills; experience with billing platforms (e.g. Orion, Black Diamond, or similar) a plus
• Detail-oriented with strong analytical and problem-solving skills
• Excellent communication and collaboration abilities

Nice To Haves

• Experience in the RIA or retirement plan industry strongly preferred

Responsibilities

• Fee Calculation & Validation
• Own the monthly and quarterly billing cycles for workplace 401(k) plans
• Ensure accurate application of fee schedules, rate tiers, and exclusions
• Validate inputs such as AUM, participant counts, and plan-level configurations
• Process Management
• Design, document, and maintain billing workflows and controls
• Collaborate with IT and Operations to ensure data integrity and system alignment
• Lead mock billing runs and reconciliation processes to ensure audit readiness
• Data Oversight
• Review and validate data feeds from custodians, recordkeepers, and internal systems
• Identify and resolve discrepancies in account-level data and fee logic
• Partner with compliance to ensure billing practices meet fiduciary and regulatory standards
• Reporting & Analysis
• Generate billing summaries, variance reports, and revenue forecasts
• Support Finance and Client Service teams with billing-related inquiries and reporting needs
• Continuous Improvement
• Recommend enhancements to billing systems and processes
• Participate in cross-functional projects to improve automation and scalability

Benefits

• this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees