Manager, Financial Operations

CheckAltU.S. Remote (TX, FL, MN, PA), TX

About The Position

The Manager, Financial Operations serves as a strategic partner to the Chief Financial Officer, positioned at the intersection of Finance, Operations, Implementations, and Revenue Operations. This role demands strong analytical skills, attention to detail, and cross-functional collaboration. You will oversee and manage the monthly billing cycle, ensuring accuracy and compliance while maintaining timely and precise customer invoicing as per contractual terms and regulatory requirements.

Requirements

  • Bachelor’s degree in Finance, Accounting, Business Administration, or equivalent experience.
  • 7+ years of experience in financial operations, billing, or a related role.
  • Strong analytical and problem-solving skills.
  • Excellent attention to detail and organizational skills.
  • Proficiency in Quickbooks (or other similar tools) and Microsoft Office Suite.
  • Strong communication and interpersonal skills.
  • Ability to collaborate cross-functionally and manage multiple priorities.
  • Knowledge of regulatory and compliance standards in billing and finance.
  • Experience in process improvement and project management.

Responsibilities

  • Execute the complete monthly billing cycle, including data validation, invoice generation, and distribution.
  • Reconcile billing records with system data, transaction logs, and customer accounts to ensure accuracy.
  • Identify and resolve discrepancies between billing systems, revenue operations records, and actual service delivery.
  • Conduct variance analysis and prepare reconciliation documents for review and audit.
  • Partner with Operations to validate service delivery and usage metrics for billable charges.
  • Collaborate with Implementations to ensure billing reflects accurate customer configurations and service terms.
  • Coordinate with Revenue Operations on rate changes, contract amendments, and billing adjustments.
  • Ensure all invoices comply with contract terms, SOWs, and regulatory requirements.
  • Maintain organized documentation of billing records, reconciliation work papers, and audit trails.
  • Monitor billing metrics and KPIs and recommend improvements to billing workflows.
  • Lead finance-related projects, including system enhancements and process redesigns.
  • Track project progress, manage risks, and communicate status to senior leadership.
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