Manager, Financial Operations

Key Responsibilities

• Financial Operations Leadership
• Lead the daily operations of Accounts Payable, Accounts Receivable, homeowner accounting, collections, banking administration, and community financial services.
• Establish and monitor operational KPIs, service levels, quality standards, productivity metrics, and customer satisfaction measures.
• Ensure timely completion of homeowner, community, vendor, and management company requests.
• Serve as the escalation point for complex operational and customer service issues.
• Develop scalable operational processes that support customer growth while improving profitability.
• Accounts Payable, Accounts Receivable & Operations
• Oversee vendor invoice intake, approval workflows, homeowner billing, special assessments, and homeowner account maintenance.
• Ensure compliance with association approval requirements and internal controls.
• Maintain homeowner charge tables, assessment structures, and account records.
• Oversee homeowner statement generation and distribution.
• Manage homeowner payoff requests, including Special Assessment payoff requests.
• Review and process homeowner ownership changes and account updates.
• Collections & Compliance
• Manage homeowner collections activities, including delinquency monitoring, late fee administration, and legal status management.
• Oversee the application and release of legal status holds in accordance with governing documents and company policies.
• Coordinate with management companies, attorneys, and internal teams regarding collection matters.
• Monitor collection performance and delinquency trends.
• Community Financial Services
• Oversee estoppel processing and ensure completion within established service levels.
• Manage resale requests, ownership transfers, and lender questionnaires.
• Coordinate with title companies, lenders, homeowners, and management teams during ownership transitions.
• Review and fulfill documentation requests related to property sales and transfers.
• Coordinate homeowner payment materials, coupons, and related communication programs.
• Banking & Treasury Administration
• Oversee bank account setup, maintenance, and treasury-related administrative activities.
• Manage bank scanner deployments and banking access requests.
• Partner with financial institutions to improve operational efficiency and banking automation.
• Tax & Regulatory Administration
• Oversee 1099 tax preparation and related documentation processes.
• Manage sales tax administration and reporting activities.
• Ensure accurate record retention and audit support documentation.
• Maintain compliance with regulatory, tax, and reporting requirements.
• Workflow & Operational Excellence
• Oversee workflow management systems, including Asana and related operational platforms.
• Establish escalation processes for aging, high-risk, or unresolved items.
• Maintain detailed operational documentation, communication records, and audit trails.
• Technology, Automation & AI Leadership
• Identify, prioritize, and implement automation opportunities across A/P, A/R, collections, banking, homeowner accounting, estoppels, and resale services.
• Leverage AI, OCR, workflow automation, robotic process automation (RPA), and system integrations to eliminate manual processes and improve accuracy.
• Utilize data and analytics to identify operational bottlenecks, improve productivity, and support decision-making.
• Develop scalable service models that allow customer growth without proportional increases in headcount.
• Team Leadership & Development
• Recruit, train, coach, and develop Financial Operations Specialists and support personnel.
• Establish performance expectations, service standards, and development plans.
• Foster a culture of accountability, customer focus, innovation, and continuous improvement.
• Lead change management initiatives related to operational transformation and technology adoption.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred.
• 5+ years of experience in accounting operations, financial services, HOA management, banking operations, or related leadership roles.
• Strong knowledge of Accounts Payable, Accounts Receivable, collections, homeowner accounting, banking operations, and financial controls.
• Experience leading operational teams in a high-volume, service-oriented environment.
• Demonstrated success implementing process improvements, workflow automation, and operational transformation initiatives.
• Strong analytical, organizational, communication, and leadership skills.
• Customer service-oriented mindset with strong problem-solving abilities.