Senior Manager, Financial Operations and Controls

EdFed•Miami, FL

About The Position

The Senior Manager, Financial Operations and Controls supports the effective management of the credit union’s Accounting and Finance functions, ensuring accurate, complete, and timely financial activities and reporting. As a member of the Finance leadership team, this role collaborates with Accounting and Finance management to support departmental priorities, maintain operational continuity, and provide leadership and expertise across critical financial functions. The position reports directly to the SVP of Finance and has a dotted-line reporting relationship to the Director of Accounting. The role requires broad working knowledge of Accounting and Finance operations, including month-end and year-end close, general ledger activities, account reconciliations, financial and regulatory reporting, asset liability management (ALM), and internal controls. It provides additional leadership capacity and technical expertise to support the Director of Accounting and other Finance leaders during increased workloads, absences, and changing business needs. The Senior Manager also identifies opportunities to strengthen processes, leverage technology and automation, and improve operational effectiveness, bridging day-to-day financial operations with departmental initiatives and the credit union’s strategic objectives.

Requirements

Prior accounting experience with a financial institution or credit union.
Strong working knowledge of financial institution regulatory reporting, NCUA requirements, and GAAP.
Demonstrated experience managing accounting operations, supervising staff, and maintaining effective internal controls.
Exceptional attention to detail and sound judgment, with the ability to maintain accuracy while managing multiple priorities and strict reporting deadlines.
Experience supporting internal and external audits and regulatory examinations.
Strong organizational, interpersonal, and communication skills, including the ability to collaborate across departments and leadership levels.
Ability to provide leadership, develop employees, and promote accountability and continuous improvement.
Deep proficiency with robust ERP systems, such as Jack Henry Symitar.
Advanced proficiency in Microsoft Excel.

Nice To Haves

Familiarity with financial reporting automation, ERP enhancements, and process improvement initiatives.

Responsibilities

Support the SVP of Finance and Director of Accounting in overseeing daily accounting and finance operations and departmental priorities.
Support the Director of Accounting with ALM activities, including model management, data validation, reporting, and related analysis.
Support the Finance Manager responsible for month-end close and coordinate or complete critical close activities when necessary.
Provide operational support for daily accounting activities, including account balancing, reconciliations, journal entries, and resolution of general ledger discrepancies.
Review and approve general ledger accounts, journal entries, reconciliations, accruals, adjustments, and supporting documentation within established approval authority.
Monitor accounting activities for compliance with GAAP, credit union policies, regulatory requirements, and established internal controls.
Partner with management to identify opportunities to use automation, AI, and ERP system enhancements to streamline processes and improve reporting capabilities.
Work with the SVP of Finance to analyze the financial impact of organizational initiatives.
Evaluate and develop department and cross-department workflows to improve efficiency and effectiveness.
Research and resolve complex accounting issues, discrepancies, and general ledger variances.
Serve as a point of contact for external audits.
Work with the leadership team to prepare required audit schedules, work papers, and documentation.
Maintain strong internal controls and appropriate segregation of duties across accounting processes.
Perform other duties and projects as necessary to support the Finance function and the credit union’s strategic objectives.