Finance Operations Project Manager

Position Overview

The Manager, Customer Payments & Cash Automation is a leadership role responsible for owning and advancing Realty Income’s customer payment experience and cash application automation capabilities within the Invoice-to-Cash (I2C) value stream. This role reports to the VP, Finance Operations and is based in San Diego (Del Mar Heights).

Responsibilities

• Own the end-to-end customer payment strategy, including portal, ACH, and wire enablement.

• Drive a consistent, scalable payment experience that improves adoption and reduces friction.

• Govern banking instruction processes, including onboarding, validation, and controls.

• Oversee customer statements, portal payments, and dunning workflows.

• Cash Application & Automation

  • Lead the design and continuous improvement of cash application automation, including remittance processing, matching logic, and posting strategies.

  • Define frameworks linking payments, remittance data, and open receivables.

  • Optimize automation through tolerance rules, confidence thresholds, and exception management.

  • Partner with Finance leadership to balance automation efficiency with control requirements.

• AI, Data & Technology

  • Apply AI and advanced analytics to improve payment matching and remittance association.

  • Partner with Technology and Data teams to build scalable, governed automation solutions.

  • Evaluate and implement tools, including business case development, requirements, and integration.

  • Ensure solutions are scalable, auditable, and aligned with data governance standards.

• Change Management & Continuous Improvement

  • Act as the primary liaison between Finance Operations, Accounting, Technology, and Data teams for cash automation initiatives.

  • Partner with Accounts Receivable to identify repeatable exception patterns and translate them into automation opportunities.

  • Drive the exception management framework for cash application.

  • Maintain an automation backlog, continuously prioritizing improvements that reduce manual processing and improve accuracy.

  • Translate business requirements into clear specifications and support communication, implementation, and testing (UAT) of enhancements.

  • Partner with the Business Analyst team for documentation, reporting, and coordination support.

• Technology Optimization & Reporting

  • Own the cash application technology ecosystem, including ERP and supporting platforms.

  • Drive system enhancements to increase auto application and reduce manual effort.

  • Establish and monitor key metrics, including automation rates, exception volume, and posting accuracy.

• Customer Communications & Continuous Improvement

  • Improve customer statement delivery and dunning processes through standardized, technology-enabled workflows.

  • Ensure alignment between customer communications and cash application processes.

  • Act as a cross-functional leader across Finance, Accounting, Technology, and Data.

  • Identify repeatable issues, maintain an automation backlog, and drive continuous improvement.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field.

• 5+ years of experience leading projects or programs within Finance Operations, Accounting, or Cash Application.

• Proven experience leading automation, system implementation, or process transformation initiatives.

• Experience designing automation solutions, including rule-based workflows and AI or advanced matching systems.

• Strong analytical skills, with experience using tools such as SQL, Python, or Power BI.

• Understanding of financial controls, audit requirements, and process accuracy.

• Ability to translate business challenges into scalable automation strategies.

• Strong problem-solving, communication, and stakeholder management skills.

• Advanced proficiency in Microsoft 365 tools, including Excel and PowerPoint.

• Experience with ERP systems, Yardi preferred, and payment or banking platforms.

• Familiarity with data integration, APIs, and modern automation concepts.

• Real estate or multi-entity environment experience preferred.

Benefits

• Best-in-class benefits package including healthcare, dental, and vision insurance for employees and eligible dependents.

• 401(k)-retirement plan with a company match of 50% up to 6% of eligible compensation.

• Annual discretionary bonus and stock awards.

• Generous PTO accrual, 12 paid holidays, and paid volunteer time.

• Comprehensive wellness, financial, and work/lifestyle-specific benefits.

Pay

The salary range for the position is $98,416 - $124,766 - $149,981. Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case.