Financial Operations Manager
About The Position
The Financial Operations Manager plays a central role in maintaining the accuracy, integrity, and flow of financial data across the organization. This position supports a fast-growing alternative lending institution and is responsible for ensuring that internal ledgers, bank activity, reconciliations, reporting, and financial controls are precise and up to date. The ideal candidate is analytical, detail-oriented, trustworthy, proactive, and comfortable working across departments and with external financial partners. This person will also maintain strong relationships with all banking and financial partners, ensuring smooth communication, secure data exchange, and a reliable understanding of financial activity across facilities and accounts.
Requirements
- 3-5 years of experience in financial operations, reconciliation, or accounting.
- Strong understanding of bank reconciliation, ledger accuracy, and financial data validation.
- Advanced proficiency with spreadsheets and financial analysis tools.
- Proven ability to handle confidential information and sensitive financial data.
- Excellent attention to detail, accuracy, and follow through.
- Strong communication skills with the ability to work across teams.
Nice To Haves
- Experience in specialty finance, merchant cash advance, factoring, private credit, or alternative lending preferred.
- Experience with accounting software such as QuickBooks, Sage, or similar platforms preferred.
- Background in month end close processes preferred.
- Experience working with fractional CFOs or external accounting partners preferred.
- Familiarity with automated reporting tools or BI dashboards preferred.
- MCA and debt collections experience preferred.
Responsibilities
- Financial Data Integrity and Oversight Download, consolidate, and correlate financial data from multiple internal systems into clear, digestible reporting formats.
- Validate internal financial records against bank statements and other external data sources.
- Investigate and resolve discrepancies when internal and external records do not align.
- Conduct recurring spot checks of bank activity to ensure accuracy, quality assurance, and policy adherence.
- Maintain strong and professional relationships with all banking and financial partners.
- Ledger Management Maintain, audit, and update internal wallet ledgers to ensure proper allocation, transaction tracking, and flow of funds.
- Maintain, audit, and update deal-level ledgers, ensuring accuracy of balances, payments, returns, debits, and credits.
- Monitor inflows and outflows related to borrowers, investors, merchant cash advances, loan products, or related alternative lending operations.
- Reporting and Collaboration Create streamlined financial reports and analytics to present to ownership and leadership teams.
- Serve as the primary liaison between the company and the fractional CFO, ensuring they receive accurate data, summaries, and timely financial insights.
- Collaborate with underwriting, servicing, sales, and operations teams to ensure financial impacts are understood and recorded properly.
- Provide clear explanations of variances, trends, and unusual activity.
- Problem Solving and Process Improvement Think creatively to develop more efficient reporting methods, reconciliation processes, and financial workflows.
- Identify opportunities to automate, simplify, or enhance financial operations.
- Provide analytical insights and recommendations based on data trends, cash flows, ledger activity, and risk exposure.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
