... various financial operations activities including but not limited to: quarterly automated ... Oversight of the Managed account and Fiduciary service product process. * Monthly allocation of ...
... various financial operations activities including but not limited to: quarterly automated ... Oversight of the Managed account and Fiduciary service product process. * Monthly allocation of ...
This Division includes six supporting areas: 1) Financial Operations handles accounts payable ... Capacity to prioritize work and manage multiple projects in a high-paced environment * Ability to ...
New
This Division includes six supporting areas: 1) Financial Operations handles accounts payable ... Capacity to prioritize work and manage multiple projects in a high-paced environment * Ability to ...
New
This Division includes six supporting areas: 1) Financial Operations handles accounts payable ... Capacity to prioritize work and manage multiple projects in a high-paced environment * Ability to ...
New
This Division includes six supporting areas: 1) Financial Operations handles accounts payable ... Capacity to prioritize work and manage multiple projects in a high-paced environment * Ability to ...
New
Company Description ProSidian is a Management and Operations Consulting Services Firm focusing on ... Performs financial and data analysis as requested on business development opportunities * Works ...
Company Description ProSidian is a Management and Operations Consulting Services Firm focusing on ... Performs financial and data analysis as requested on business development opportunities * Works ...
Ameriprise Financial in Charlotte, NC seeks an operations professional to independently process ... manage multiple priorities in a fast-paced environment are #J-18808-Ljbffr
New
Ameriprise Financial in Charlotte, NC seeks an operations professional to independently process ... manage multiple priorities in a fast-paced environment are #J-18808-Ljbffr
New
Ameriprise Financial in Charlotte, NC seeks an operations professional to independently process ... manage multiple priorities in a fast-paced environment are #J-18808-Ljbffr
New
Ameriprise Financial in Charlotte, NC seeks an operations professional to independently process ... manage multiple priorities in a fast-paced environment are #J-18808-Ljbffr
New
Operations Manager
Charlotte, NC · On-site
$19 - $29/hr
Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program.
Operations Manager
Charlotte, NC · On-site
$19 - $29/hr
Financial management * Customer service leadership Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program.
Operations Manager
Kings Mountain, NC · On-site
$130K - $190K/yr
By effectively leveraging resources and inspiring teams, the Operations Manager fosters a high-performance culture that supports financial goals, employee engagement, and strategic success. Eaton ...
Operations Manager
Kings Mountain, NC · On-site
$130K - $190K/yr
By effectively leveraging resources and inspiring teams, the Operations Manager fosters a high-performance culture that supports financial goals, employee engagement, and strategic success. Eaton ...
Operations Manager
$55K - $65K/yr
... finance equipment, and access insurance. Customers that use Odeko can increase their revenue ... As an Operations Manager, you will impact operational efficiency by driving workflows, supporting ...
Quick apply
Operations Manager
$55K - $65K/yr
... finance equipment, and access insurance. Customers that use Odeko can increase their revenue ... As an Operations Manager, you will impact operational efficiency by driving workflows, supporting ...
Operations Manager
Charlotte, NC · On-site
$55K - $65K/yr
... finance equipment, and access insurance. Customers that use Odeko can increase their revenue ... As an Operations Manager, you will impact operational efficiency by driving workflows, supporting ...
Operations Manager
Charlotte, NC · On-site
$55K - $65K/yr
... finance equipment, and access insurance. Customers that use Odeko can increase their revenue ... As an Operations Manager, you will impact operational efficiency by driving workflows, supporting ...
Review, analyze and react to Ulta Beauty's financial and operational reporting, including store ... Support all aspects of manager and associate professional development, including training ...
Review, analyze and react to Ulta Beauty's financial and operational reporting, including store ... Support all aspects of manager and associate professional development, including training ...
Operations Manager
Charlotte, NC · On-site
Review, analyze and react to Ulta Beauty's financial and operational reporting, including store ... Support all aspects of manager and associate professional development, including training ...
Operations Manager
Charlotte, NC · On-site
Review, analyze and react to Ulta Beauty's financial and operational reporting, including store ... Support all aspects of manager and associate professional development, including training ...
Operations Manager
Charlotte, NC · On-site
Operations Managers at the Whitewater Center (Whitewater) oversee the daily operations of multiple ... Paid Time Off Department Overview Marketing, Finance, and Human Resources professionals work to ...
Quick apply
Operations Manager
Charlotte, NC · On-site
Operations Managers at the Whitewater Center (Whitewater) oversee the daily operations of multiple ... Paid Time Off Department Overview Marketing, Finance, and Human Resources professionals work to ...
Review, analyze and react to Ulta Beauty's financial and operational reporting, including store ... Support all aspects of manager and associate professional development, including training ...
Review, analyze and react to Ulta Beauty's financial and operational reporting, including store ... Support all aspects of manager and associate professional development, including training ...
Operations Manager
Rock Hill, SC · On-site
Major Job Responsibilities Financial * Establishes labor and material budgets * Review budget to actual labor and material report * Manages all purchases * Understands and reviews the P&L Client ...
Operations Manager
Rock Hill, SC · On-site
Major Job Responsibilities Financial * Establishes labor and material budgets * Review budget to actual labor and material report * Manages all purchases * Understands and reviews the P&L Client ...
Operations Manager
Charlotte, NC · On-site
Major Job Responsibilities Financial * Establishes labor and material budgets * Review budget to actual labor and material report * Manages all purchases * Understands and reviews the P&L Client ...
Operations Manager
Charlotte, NC · On-site
Major Job Responsibilities Financial * Establishes labor and material budgets * Review budget to actual labor and material report * Manages all purchases * Understands and reviews the P&L Client ...
Operations Manager
Charlotte, NC · On-site
Major Job Responsibilities Financial * Establishes labor and material budgets * Review budget to actual labor and material report * Manages all purchases * Understands and reviews the P&L Client ...
Operations Manager
Charlotte, NC · On-site
Major Job Responsibilities Financial * Establishes labor and material budgets * Review budget to actual labor and material report * Manages all purchases * Understands and reviews the P&L Client ...
Clinical Pharmacy Operations Manager
Charlotte, NC · On-site
$130K/yr
This Clinical Pharmacy Operations Manager opportunity combines leadership impact, career advancement, and financial stability within a supportive healthcare environment. Ready to explore this ...
Clinical Pharmacy Operations Manager
Charlotte, NC · On-site
$130K/yr
This Clinical Pharmacy Operations Manager opportunity combines leadership impact, career advancement, and financial stability within a supportive healthcare environment. Ready to explore this ...
Trade Operations Manager
Charlotte, NC · Hybrid
$110K - $130K/yr
The Manager, Trade Operations is responsible for timely and accurate Trading for a growing $160B ... Bachelor's degree in Finance or equivalent combination of education and relevant industry ...
Trade Operations Manager
Charlotte, NC · Hybrid
$110K - $130K/yr
The Manager, Trade Operations is responsible for timely and accurate Trading for a growing $160B ... Bachelor's degree in Finance or equivalent combination of education and relevant industry ...
About the Operations Manager position Are you an entrepreneur who is crazy about customer service ... Profound experience with business and financial procedures, including budgets, forecasting etc.
Quick apply
About the Operations Manager position Are you an entrepreneur who is crazy about customer service ... Profound experience with business and financial procedures, including budgets, forecasting etc.
Financial Operations Manager information
See Fort Mill, SC salary details
$27.2K - $34.2K
20% of jobs
$36K is the 25th percentile. Wages below this are outliers.
$34.2K - $41.2K
20% of jobs
The median wage is $46.3K / yr.
$41.2K - $48.2K
14% of jobs
$48.2K - $55.2K
9% of jobs
$55.2K - $62.2K
11% of jobs
$63.6K is the 75th percentile. Wages above this are outliers.
$62.2K - $69.2K
6% of jobs
$69.2K - $76.2K
6% of jobs
$76.2K - $83.2K
4% of jobs
$83.2K - $90.2K
3% of jobs
$90.2K - $97.1K
2% of jobs
$97.1K - $104.1K
4% of jobs
$27.2K
$55.8K
$104.1K
How much do financial operations manager jobs pay per year?
How does a financial operations manager typically collaborate with other departments to ensure accurate financial reporting?
What is the difference between Financial Operations Manager vs Financial Analyst?
| Aspect | Financial Operations Manager | Financial Analyst |
|---|---|---|
| Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CPA or CFA beneficial | Bachelor's degree in finance, economics, or related field; CFA often preferred |
| Work Environment | Oversees financial processes, manages teams, and collaborates with departments | Analyzes financial data, prepares reports, and supports decision-making |
| Employer & Industry Usage | Common in corporate finance, banking, and large organizations | Used across finance departments, investment firms, and consulting |
The Financial Operations Manager focuses on managing financial processes and teams, ensuring operational efficiency. In contrast, the Financial Analyst primarily analyzes data to support strategic decisions. Both roles require finance-related credentials and are integral to financial departments, but they differ in scope and responsibilities.
What are the key skills and qualifications needed to thrive as a financial operations manager?
What does a financial operations manager do?

Ascensus rating
8.2
Based on 39 frontline employees who took The Breakroom Quiz
45th of 150 rated financial services
Job description
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Section 1: Position Summary
This position will be responsible for day-to-day handling of various financial operations activities including but not limited to: quarterly automated Recordkeeping, RIA, and TPA payment processing and distribution, RIA database oversight and management, Government Savings billings, Managed accounts, Newport Insurance tasks, Subta billing, AFCA deposit and Fee equalization process.
Section 2: Job Functions, Essential Duties and Responsibilities
- Owner of the quarterly and monthly automated RIA & TPA fee process. Responsibilities include payment processing, research and correction of errors / variances, trade confirmation, and payment instruction delivery to the Trust.
- Respond and / or resolve RIA / TPA related issues, questions, and inquiries.
- Coordinate custom reporting and delivery of RIA information to various firms.
- Submit RK HD tickets needed for fee enhancements, research and/or reporting.
- Maintenance and compliance of Credit Memo and RK Loss databases according to published Table of Authority (TOA)
- Oversight of the Managed account and Fiduciary service product process.
- Monthly allocation of fund revenue (SubTA & 12b1's) into plan holding accounts and manage participant fee equalization process.
- QC quarterly wrap fee calculation.
- Create invoices and post outgoing wires using various annual, quarterly, and month end journal entries for Government Saving contracts.
- Monthly reconciliation of billed revenue, insurance and mutual fund commissions. Coordinate the release of monthly or quarterly payments to third parties.
- Dashboard Reporting & QC of RIA Payments
- Work closely with the Strategic Business Consultant team and client service to answer questions and ensure a positive advisor payment experience.
- Ability to successfully prioritize and balance multiple projects concurrently.
- Assist with other tasks and projects as assigned.
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- PC skills in Excel, Word, and PowerPoint. Access a plus.
- Strong written and verbal communication skills.
- Ability to handle multiple priorities
- Bachelor's degree in accounting or finance preferred.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
About Ascensus
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Dresher, PA, US
Year founded
1975