1+ months

Financial Operations Manager

Sunnyvale, CA 94086
  • Oversees all operational functions related to financial operations team including vendor invoice processing, 1099 and tax processing, lease administration and cash receipt applications.
  • Assists with troubleshooting and implementing best practices and management of the team.
  • Oversees the work and performance of staff and/or supervisors responsible for transactional processing functions.
  • Collaborates with Management to establish performance objectives for department staff and monitors and reports on accomplishments.
  • Manages and leads the functional area processes by establishing project plans, timelines and communications to ensure timely and accurate completion.
  • Ensures compliance with applicable state and federal regulations.
  • Establishes internal work controls to monitor and review staff work product for accuracy and timely processing to safeguard the assets of our clients and uphold the organization's fiduciary responsibility.
  • Develops and implements KPIs (Key Performance Indicators) for financial operations team.
  • Troubleshoots and resolves escalated issues including data entry and/or processing errors, issues not resolved from lower level staff, issues not addressed in a timely manner, and inquiries and requests from internal and external clients.
  • Proactively researches and identifies solutions to prevent future issues.
  • Reviews data and reports on department metrics including transaction volume and details, staffing ratios, and productivity/accuracy of individual team members).
  • Implements actions for improvement.
  • Implements process improvement initiatives based upon department goals and objectives.
  • Identifies training needs for staff.
  • Develops training materials and partners with training team to schedule the appropriate classes.
  • Conducts training sessions both locally and nationally.
  • Conducts quarterly reviews of department policies and procedures.
  • Formally documents new policies or makes updates to existing department polices.
  • Continuously evaluates for compliance with acceptable accounting practices and regulations and ensures adequate internal controls are in place.
  • Performs other duties as assigned.
  • Provides formal supervision to individual employees within single functional or operational area.
  • Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination.
  • Effectively recommends same for direct reports to next level management for review and approval.
  • Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff.
  • Mentors and coaches team members to further develop competencies.
  • Leads by example and models behaviors that are consistent with the company's values.


  • High school diploma or General education degree (GED) required.
  • Associate's degree with concentration in Business or Finance preferred.
  • Minimum of five years experience in administrative or financial operations support; or equivalent combination of education and relevant experience.
  • Prior supervisory experience required.
  • Excellent written and verbal communication skills.
  • Strong organizational and analytical skills.
  • Ability to comprehend, analyze, and interpret the most complex business documents.
  • Ability to respond effectively to the most sensitive issues.
  • Ability to write reports, manuals, speeches and articles using distinctive style.
  • Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups.
  • Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
  • Requires in-depth knowledge of financial terms and principles.
  • Ability to calculate complex figures.
  • Conducts financial/business analysis including the preparation of reports.
  • Ability to solve advanced problems and deal with a variety of options in complex situations.
  • Requires advanced level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment.
  • Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
  • Advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products).
  • Must work well under pressure with proactive approach to routine and non-routine occurrences.
  • Advanced organizational skills and attention to detail.
  • Ability to work in multiple accounting software applications.
  • Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results.
  • Responsible for setting department deadlines.
  • Errors in judgment may cause long-term impact to co-workers, supervisor, department and/or line of business.


Posted: 2019-10-18 Expires: 2019-12-17

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Financial Operations Manager

Sunnyvale, CA 94086

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