Project Manager, Finance Operations
About The Position
Success Academy is seeking a strategic, project-driven, and highly analytical Senior Specialist, Finance Operations to manage, modernize, and elevate the company’s financial obligations and operational workflows. This role transitions from standard transactional processing to high-level departmental oversight, focusing on maximizing end-to-end efficiency, championing artificial intelligence and automation innovations, and optimizing the comprehensive monthly closing process. The ideal candidate is a proactive problem-solver who pairs deep technical and accounting proficiency with a collaborative leadership mindset to guide the finance operations team toward "best-in-class" performance leveraging modern AI tools.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- Minimum of 5 years of progressive experience in Accounts Payable, operational accounting, or general accounting.
- Demonstrated success leading financial process improvements, managing cross-functional projects, and implementing accounting system enhancements or automation initiatives.
- Advanced proficiency in Microsoft Excel, including Pivot Tables, VLOOKUP/XLOOKUP, and data analysis functions.
- Strong experience with ERP and accounting platforms such as NetSuite, SAP, QuickBooks, or similar systems.
- Exceptional organizational and analytical skills with a high degree of accuracy and attention to detail.
- Proven ability to lead initiatives, manage competing priorities, meet critical financial deadlines, and drive continuous process improvement through technology and automation.
- Strong communication, problem-solving, and stakeholder management skills.
Nice To Haves
- Experience with AI-driven Accounts Payable automation tools, including OCR technology, intelligent invoice processing, and automated matching solutions, is highly preferred.
Responsibilities
- Identify, evaluate, and implement pioneering ideas and AI-driven solutions (such as Intelligent Document Processing, smart matching systems, and automated workflows) to streamline the entire invoice-to-pay lifecycle and enhance overall departmental efficiency.
- Oversee the review, coding, and processing of high-volume vendor invoices, ensuring total precision, utilizing automated validation tools, and securing proper internal departmental approvals.
- Manage and optimize weekly payment runs via ACH, wire transfers, and checks to balance cash flow priorities with strong vendor relationships.
- Direct monthly vendor statement reconciliations and spearhead the resolution of complex discrepancies or past-due balances across all operating accounts.
- Direct the maintenance of secure digital and physical financial records to ensure rigorous data integrity. Manage 1099 filings, ensure total accuracy in AI-driven data extraction, and lead annual audit preparations.
- Serve as the primary senior point of contact for complex vendor inquiries and internal departmental billing strategy, while mentoring and leading the day-to-day work of the finance team.
Benefits
- full benefits program
- opportunities for professional growth
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What This Job Offers
Job Type
Full-time
Career Level
Senior
