Manager Finance Operations

GuideWell · Dallas-Fort Worth, TX

Company

GuideWell

Location

Dallas-Fort Worth, TX

Type

Full Time

Job Description

Job Summary

The Manager of Finance Operations provides operational and client support to corporate accounts. Responsible for supporting monthly financial operations and specific client financial account needs.

Essential Functions:

  • The essential functions listed represent the major duties of this role, additional duties may be assigned.
MANAGEMENT OF STAFF:

  • Manages Finance Analysts
  • Directly accountable for hiring and promoting from within WebTPA.
  • Provides direction and coaching on performance of AMCS and their teams (direct and indirect reports).
  • Conducts 1:1 meetings for updates and performance appraisals.
  • Issues disciplinary measures in partnership with HR. (30%)
MANAGEMENT OF PROCESSES AND PROCEDURES:

  • Manages and configures financial flows for new clients.
  • Supervises and approves invoices and vendor payment runs.
  • Manages escheatment and unclaimed property processing. (25%)
MAINTAINS CLIENT AND VENDOR ACCOUNTS:

  • Opens and monitors bank accounts for clients.
  • Manages and set up client rate configurations used for billing.
  • Develops and maintains invoicing databases for monthly vendor. (25%)
REPORTING AND ANALYSIS:

  • Produces ad hoc reporting and analysis for clients, Executive Team, and Account Management.
  • Analyzes and assesses process and makes recommendations for improvement within the department. (20%)
Required Management Experience:

  • 2+ years direct supervisory/management experience
Required Education:

  • Related Bachelor's degree or additional related equivalent work experience in Accounting or Finance
Work Experience:

  • 4+ years related work experience.
  • Advanced level experience in Microsoft Office, including Word, Excel and Access.
  • Strong oral and written communication skills.
  • Must handle confidential and sensitive information appropriately.
  • Extremely driven, ability to self-manage, team oriented, and detail oriented.
  • Ability to work in a fast-paced, challenging environment.
General Physical Demands:

  • Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required only occasionally.
We are an Equal Opportunity/Protected Veteran/Disabled Employer committed to creating a diverse, inclusive and equitable culture for our employees and communities.

Date Posted

01/25/2023

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