Manager, Accounting & Financial Operations

Overview

An organization is seeking an Associate Director of Finance to lead the financial operations of its Benefits Administration Technology Center of Excellence (COE). This fully remote role involves hands-on management of client billing, accounts receivable, cash management, banking, accounts payable, and financial reporting. The position requires both leadership of a small team and direct execution of core accounting functions to ensure accuracy, timeliness, and accountability.

Responsibilities

• Oversee and support client billing and invoicing processes, ensuring accuracy and timeliness
• Manage accounts receivable, collections visibility, and cash application
• Identify and resolve billing discrepancies and process gaps
• Improve billing workflows to support scaling and reduce revenue leakage
• Own the monthly close process, ensuring accurate and timely submission of financial materials
• Maintain the integrity of the general ledger with clear supporting documentation
• Conduct account reconciliations, intercompany transactions, and journal entries
• Oversee accounts payable processes, approvals, and payment execution
• Monitor cash movement, account balances, and exceptions
• Maintain operational discipline across all transaction flows
• Manage and develop a small team of 2–4 associates, setting expectations and ensuring accountability
• Provide hands-on support and execution as needed
• Support budgeting and forecasting processes
• Partner on financial reporting and variance analysis
• Prepare and submit monthly financial commentary with insights into revenue, cash flow, and operational performance
• Lead the annual budgeting process in collaboration with COE leadership

Requirements

• Minimum 5 years of recent, hands-on accounting or financial operations experience including billing, AR, AP, reconciliations, banking, cash activity, and month-end close
• Experience managing or overseeing complex, recurring client invoicing with multiple data sources, billing rules, or client-specific exceptions
• Proven ability to lead direct reports in a working-manager role while continuing detailed accounting execution
• Advanced Excel skills including XLOOKUP/VLOOKUP, SUMIFS, pivot tables, and large-data reconciliations
• Hands-on experience with ACH processing, cash application, multi-account bank reconciliations, returned payments, and resolving banking exceptions
• Ability to manage overlapping billing, AP, banking, reporting, and month-end deadlines with strong financial controls and attention to detail
• Strong analytical skills to identify discrepancies and drive timely resolution
• Excellent process management and problem-solving abilities
• Effective organizational and communication skills to collaborate across teams

Preferred Qualifications

• Experience in benefits administration, insurance, SaaS, or similar services models
• Experience managing multi-entity environments
• Demonstrated track record of process improvement

Compensation & Benefits

• Salary range: $85,000 - $95,000 per year, depending on experience
• Comprehensive benefits including medical, dental, vision, life and disability coverage
• 401(k) plan
• Generous paid time off

Location

• This is a fully remote position

Equal Opportunity

The employer is an equal opportunity organization and considers all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.