Manager, Finance Operations Automation

Realty Income Corporation • San Diego, CA

2d • $98,416 - $149,981 • Hybrid

About The Position

Realty Income is seeking a Manager, Finance Operations Automation to own and advance the customer payment experience and cash application automation capabilities within the Invoice-to-Cash value stream. Reporting to the VP, Finance Operations, this leader will work at the intersection of Finance Operations, Technology, Data, Accounting, and Client Experience to improve how customers pay and how payments are matched, applied, controlled, and reported. The role will serve as the functional owner of the cash application automation domain, leading strategy, implementation, governance, and continuous improvement across payment portals, ACH and wire enablement, banking instructions, remittance processing, matching logic, exception management, ERP capabilities, and supporting platforms.

Requirements

• At least 5 years of experience leading projects or programs within Finance Operations, Accounting, cash application, accounts receivable, payments, or a related domain.
• Proven experience leading automation, system implementation, finance transformation, or process redesign initiatives from requirements through deployment and stabilization.
• Experience designing or improving rule-based workflows, advanced matching solutions, AI-enabled processes, or exception-management frameworks.
• Strong analytical skills and practical experience with SQL, Python, Power BI, or comparable data and reporting tools.
• Understanding of financial controls, audit requirements, data governance, process accuracy, and the risks associated with payment and posting workflows.
• Ability to translate ambiguous business challenges into scalable automation strategies, roadmaps, requirements, and prioritized backlogs.
• Strong problem-solving, communication, facilitation, and stakeholder-management skills across Finance, Accounting, Technology, Data, and client-facing teams.
• Advanced proficiency with Microsoft 365 tools, including Excel and PowerPoint.
• Experience with ERP systems and payment or banking platforms.
• Familiarity with data integration, APIs, modern automation concepts, testing, and implementation practices.
• Bachelor’s degree in Finance, Accounting, Business, or a related field.

Nice To Haves

• Experience with Yardi or another ERP supporting real estate receivables and cash application.
• Experience in real estate, a REIT, or another complex multi-entity environment.
• Demonstrated ownership of customer payment channels, banking instruction controls, remittance processing, and cash application performance.
• Experience applying AI, machine learning, advanced analytics, or confidence-based matching to finance operations.
• Experience developing business cases and evaluating vendors or technology platforms for finance transformation.

Responsibilities

• Own the end-to-end customer payment strategy across portal, ACH, and wire channels, with accountability for consistent, scalable, and low-friction payment experiences.
• Govern banking instruction processes, including onboarding, validation, change management, controls, and auditability.
• Oversee customer statements, portal payments, dunning workflows, and alignment between customer communications and downstream cash application processes.
• Lead the design, implementation, and continuous improvement of cash application automation, including remittance ingestion, matching logic, posting strategies, tolerance rules, confidence thresholds, and exception handling.
• Define scalable frameworks that connect payments, remittance data, customer accounts, and open receivables across entities and systems.
• Partner with Finance leadership and Accounting to balance automation efficiency, posting accuracy, financial controls, and audit requirements.
• Apply AI, advanced analytics, and data-driven processing techniques to improve payment matching, remittance association, and straight-through processing.
• Partner with Technology and Data teams to design scalable, governed, integrated, and auditable solutions.
• Evaluate technology and vendor options; develop business cases, translate business needs into requirements, and support integration, implementation, testing, and adoption.
• Act as the primary liaison across Finance Operations, Accounts Receivable, Accounting, Technology, Data, Client Experience, and Business Analyst teams for cash automation initiatives.
• Identify repeatable exception patterns and convert them into automation opportunities, rules, product enhancements, or process changes.
• Own and prioritize the cash automation backlog based on customer impact, control risk, operational effort, scalability, and measurable value.
• Translate business requirements into clear functional specifications and coordinate communication, UAT, implementation readiness, and post-launch improvement.
• Own the cash application technology ecosystem, including ERP and supporting payment, banking, remittance, reporting, and workflow platforms.
• Establish and monitor performance measures such as automation rate, exception volume, posting accuracy, manual effort, and improvement delivery.
• Lead change management and continuous-improvement routines that build sustainable adoption, documentation, accountability, and cross-functional alignment.

Benefits

• Healthcare insurance
• Dental insurance
• Vision insurance
• 401(k)-retirement plan with a company match of 50% up to 6% of eligible compensation
• Wellness benefits
• Financial benefits
• Work/lifestyle-specific benefits
• Generous PTO accrual
• 12 paid holidays
• Paid volunteer time
• Annual discretionary bonus
• Annual discretionary stock award

What This Job Offers

• Job Type: Full-time
• Career Level: Manager