B2B Financial Operations Manager

About the role

The B2B Financial Operations Manager oversees financial operations and functions specifically tailored to the B2B business segment. This role ensures accuracy in sales and corporate reporting (does not include FP&A) and B2B Accounts Receivable lifecycle, fosters corporate financial partnerships, and provides exceptional service to our B2B customers and business partners including leaders across B2B, Customer Care and Treasury teams.

Responsibilities

• Consolidate and manage workflows spanning 5 functional departments: Customer Care, Revenue Accounting, Corporate Accounting, Treasury, and B2B Operations Partner.
• Oversee and manage the end-to-end B2B billing cycle driving accountability for collecting and applying payments for all orders with payment terms.
• Manage and review all payment and refund processing (credit card, wire, and check transactions) while ensuring the team successfully reconciles accounts with Finance and Treasury.
• Lead bi-weekly status meetings with multiple cross-functional department heads.
• Serve as the ultimate owner of overdue reporting and weekly distribution.
• Supervise the management of the Business Sales Payments inbox - ensure timely customer responses, collect and distribute remittances, and process refunds.
• Oversee the monitoring for fraud, oversee the distribution of weekly overdue reports, and maintain oversight of billing database integrity.
• Act as the primary point of contact and escalation point for B2B payment troubleshooting and resolution.
• Oversee the review and audit of B2B sales transactions for accuracy and completeness as needed.
• Ensure all sales are recorded in the correct period and reconciled with supporting documentation.
• Manage the process of matching incoming Wires/ACH to sales posts and journalize manual cash tenders.
• Recommend and record bad debt entries and facilitate tender swaps.
• Act as Financial liaison for B2B operations. Serve as a strategic partner for financial maintenance of key B2B partnerships.
• Collaborate with Supply Chain and Inventory Accounting on B2B inventory management.
• Oversee the monitoring of bank activity for B2B deposits and ensure accurate reconciliation against internal records.
• Prepare and post ad hoc journal entries related to specialized B2B transactions.
• Support the AP team and T&E specialist with corporate card transaction processing, clearing, inquiries.
• Guide the team in assisting with B2B Ops with invoice coding/resolution as needed.
• Oversee the tracking of DNBi analytics for B2B customers; supervise the review of credit applications.
• Work with the Treasury department to oversee, maintain and approve credit limits B2B operations.
• Collaborate with the B2B Sales and Fulfillment teams to streamline the order-to-cash process.
• Identify and implement process improvements to enhance operational efficiency and financial controls.
• Oversee the maintenance of the B2B customer database and ensure overall data integrity across financial systems.
• Support special B2B projects and deliver financial reporting/analysis as needed by leadership.
• Directly supervise, mentor, and develop a team of 1–2 financial operations associates.
• Delegate tasks, oversee daily workflows, and conduct regular performance reviews to ensure team alignment with departmental goals.
• Train team members on internal systems, financial controls, and B2B operational procedures.

Requirements

• Positive, results-oriented leadership that proactively partners with all business areas and all levels within the organization.
• Ability to audit high volumes of sales data and perform complex account reconciliations.
• Strong communication and influencing skills; communicate freely and easily internally and externally verbally and in writing.
• Effectively works within time constraints and deadlines, demonstrating initiative along with a sense of urgency.
• Strong problem-solving skills with a focus on streamlining workflows between sales, operations, and finance.
• Attention to detail paired with big-picture thinking.
• Effective and efficient in data mining or knowledge discovery - a process of gathering, testing and analyzing data from different perspectives and summarizing the results.
• Proficiency in financial systems and BI tools including Microsoft Suite, Hyperion, Peoplesoft General Ledger, AS400, Salesforce/PredictSpring, along with Google Workspace preferred.

Qualifications

• 7+ years previous work experience, in Accounting or FP&A.
• Bachelor’s degree in Accounting or Finance; CPA or masters in related field preferred.
• Strong understanding of GAAP/IFRS.
• Previous B2B operations experience a preferred.
• Previous experience with Accounts Receivable management preferred.
• Previous experience in project management and cross-functional collaboration.