Finance Operations Manager

Overview

This role leads finance operations for a projects account and provides end-to-end oversight of principal project invoicing, billing, forecasting, accruals, reporting, account setup, and financial systems. You will serve as the primary financial liaison among the client, Project Managers, suppliers, Finance, and internal stakeholders, managing finance support resources, safeguarding data accuracy and policy compliance, resolving financial issues, and driving continuous improvement across account finance processes.

Responsibilities

Leadership, Training, and Operational Oversight

• Manage, mentor, and provide performance feedback and professional development support to the Financial Analyst and finance operations support resources.
• Provide oversight, guidance, and training for invoice tracking, approvals, E1 entry, invoice log maintenance, forecasting, and accrual activities.
• Lead training for Project Managers on client requirements, project forecasting, work-completed values, and monthly accruals.
• Foster a collaborative, service-oriented environment focused on accuracy, efficiency, accountability, and continuous improvement.

Invoice Management, Billing, and Accounts Coordination

• Oversee the end-to-end project invoice workflow, including monitoring the Tier 2 submission email alias, tracking approvals, escalating delays, and monitoring project invoicing.
• Prepare customized manual invoices and comprehensive project invoice bundles, including applicable trackers and supporting documentation.
• Prepare and submit account fee invoices in accordance with client agreements, company standards, and required client submission processes, including Supplier Web.
• Enter invoices in PeopleSoft, assign invoice numbers, bundle invoices for corporate accounting review, and add approved invoices to project bundles for client submission.
• Coordinate with Finance on Accounts Receivable and monitor and report on Accounts Payable processes.
• Lead timely resolution of invoice issues, discrepancies, and approval exceptions with clients, suppliers, Project Managers, Finance, and internal teams.

Account Setup, Allocations, and Fee Administration

• Coordinate with Finance to add projects in PeopleSoft and establish required contracts and account records.
• Assist with entering new projects into applicable financial systems and ensure timely and accurate system setup.
• Maintain account and market allocations and fee-share information in trackers and financial systems.
• Prepare Intercompany Fee Share and DCF documentation and monitor account and market fee shares within Certinia.

Forecasting and Accruals

• Provide oversight of Project Manager forecasting and accrual processes and promote consistent application of client and account requirements.
• Attend monthly project accrual calls with the Financial Analyst and each Project Manager.
• Assist Project Managers in determining work-completed values and monthly accrual amounts.
• Conduct detailed reviews of locked-in values against live forecasts, identify variances, and ensure accurate and consistent accrual reporting.

Financial Reporting, Analysis, and Data Integrity

• Review and confirm the accuracy and completeness of monthly financial reporting, metrics, and performance indicators.
• Provide financial analysis and reporting support to account leadership, Project Managers, Finance, and client stakeholders.
• Monitor financial data and system configurations and ensure timely updates across reporting platforms.
• Maintain data integrity across financial systems and support month-end and year-end close activities as needed.

Client and Stakeholder Management

• Serve as the primary financial contact for the Account and the central point of contact for financial questions and issues.
• Attend financial review calls with the client and internal stakeholders as a key finance representative.
• Build effective working relationships with client contacts, Project Managers, suppliers, Finance, corporate accounting, and internal account teams.
• Communicate financial requirements, risks, variances, and issue-resolution status clearly and professionally.

Systems, Process Improvement, and Compliance

• Develop and maintain working expertise in Salesforce, Certinia, PeopleSoft, E1/Spend, Supplier Web, and account tracking tools.
• Identify and implement opportunities to streamline workflows, improve controls, enhance reporting accuracy, and optimize financial systems and processes.
• Ensure compliance with financial policies, procedures, internal controls, client requirements, and applicable account standards.

Requirements

• Minimum 5 years of experience managing finance operations, project accounting, invoicing, billing, forecasting, accruals, or related account finance activities.
• Demonstrated ability to lead or oversee team members, provide training, and coordinate work across multiple stakeholders.
• Strong analytical skills with the ability to review financial data, identify variances, validate accuracy, and resolve discrepancies.
• Advanced proficiency in Microsoft 365, particularly Excel.
• Experience with enterprise finance and project systems. Knowledge of PeopleSoft, E1/Spend, Salesforce, and Certinia is strongly preferred.
• Strong written and verbal communication skills, sound judgment, attention to detail, and the ability to manage competing priorities and deadlines.
• This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.

Preferred Qualifications

• Knowledge of PeopleSoft, E1/Spend, Salesforce, and Certinia.

Compensation & Benefits

Compensation

• $100,000.00 – $120,000.00 USD per year
• Final compensation packages are determined by various considerations including candidate qualifications, location, market conditions, and internal considerations.

Benefits

• 401(k) plan with matching company contributions
• Comprehensive Medical, Dental & Vision Care
• Paid parental leave at 100% of salary
• Paid Time Off and Company Holidays
• Early access to earned wages through Daily Pay

Location

• Remote – Phoenix, AZ

Other Information

• Accepting applications on an ongoing basis until candidate identified.

Equal Opportunity & Fair Chance

• Equal Opportunity Employer committed to working with and providing reasonable accommodations to individuals with disabilities.
• Arizona Civil Rights Act: criminal convictions are not an absolute bar to employment.
• Illinois law: applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
• Columbia, SC ordinance: the position is subject to a background check for convictions directly related to duties and responsibilities; only job-related convictions will be considered and will not automatically disqualify the candidate.
• California Residents: additional privacy statements apply.
• Los Angeles Fair Chance Initiative for Hiring Ordinance and San Francisco Fair Chance Ordinance: consideration for qualified applicants with criminal history/arrest and conviction records consistent with applicable state and local laws.

Required Documents/Authorization

• Authorized to work in the United States without sponsorship.