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Financial Operations Manager Jobs in Spring Hill, FL

Ameriprise Financial

Operations Manager

Dunedin, FL · On-site

Experience as a financial advisor, operations leader, practice manager, senior client service professional, or similar role preferred * Ameriprise experience is a plus * Securities licensing ...

CVS Health

Operations Manager

Palm Harbor, FL · 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.

CVS Health

Operations Manager

Lutz, FL · 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.

BrightView

Operations Manager

Lutz, FL · On-site

This role manages staff, resources, and workflows to achieve financial and operational targets while maintaining compliance with company policies. The Operations Manager drives continuous improvement ...

BrightView Landscapes

Operations Manager

Lutz, FL

This role manages staff, resources, and workflows to achieve financial and operational targets while maintaining compliance with company policies. The Operations Manager drives continuous improvement ...

UAB

FINANCIAL OFFICER II

Tampa, FL

$89K/yr

Manages and has significant authority for financial operations of larger, more complex units. * Typical duties may include, but are not limited to the following: develops and administers budgets and ...

UAB

OPERATIONS MANAGER-HSOM

Tampa, FL

$67K - $92K/yr

To oversee operations of the department including financial, planning and human resources (HR) responsibilities. Duties and Responsibilities : * Provides advice and assistance to management in the ...

UAB

FINANCIAL OFFICER II

Tampa, FL

$55K - $89K/yr

Manages and has significant authority for financial operations of larger, more complex units. Typical duties may include, but are not limited to the following: develops and administers budgets and ...

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Financial Operations Manager information

See Spring Hill, FL salary details

$26.3K

$53.8K

$100.5K

How much do financial operations manager jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial operations manager in Spring Hill, FL is $53,836.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,800.00 and $65,800.00 per year, depending on experience, location, and employer.

What does a financial operations manager do?

A Financial Operations Manager oversees the daily financial activities of a company, including budgeting, forecasting, and managing accounts. Their responsibilities often include ensuring compliance with financial regulations, optimizing financial processes, and providing guidance to the finance team. They work closely with other departments to align financial strategies with business objectives and may also be involved in financial reporting and analysis. This role is key in maintaining the financial health and efficiency of an organization.

What are the key skills and qualifications needed to thrive as a financial operations manager?

To thrive as a Financial Operations Manager, you need strong analytical skills, financial acumen, and a background in accounting or finance—often demonstrated by a bachelor’s degree and several years of relevant experience. Familiarity with ERP systems like SAP or Oracle, advanced Excel skills, and professional certifications such as CPA or CMA are highly valued. Leadership, problem-solving abilities, and clear communication help drive team performance and effective cross-departmental collaboration. These competencies are crucial for maintaining financial accuracy, ensuring regulatory compliance, and optimizing organizational financial processes.

How does a financial operations manager typically collaborate with other departments to ensure accurate financial reporting?

Financial Operations Managers work closely with teams such as accounting, procurement, and business operations to ensure all financial transactions are recorded correctly and on time. This often involves regular meetings to review budgets, clarify expense allocations, and resolve discrepancies. By fostering strong interdepartmental communication, Financial Operations Managers help maintain data integrity and support the company’s financial goals. Collaboration is essential for timely month-end and year-end closes, compliance audits, and implementing process improvements.

What is the difference between Financial Operations Manager vs Financial Analyst?

AspectFinancial Operations ManagerFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; certifications like CPA or CFA beneficialBachelor's degree in finance, economics, or related field; CFA often preferred
Work EnvironmentOversees financial processes, manages teams, and collaborates with departmentsAnalyzes financial data, prepares reports, and supports decision-making
Employer & Industry UsageCommon in corporate finance, banking, and large organizationsUsed 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 job categories do people searching Financial Operations Manager jobs in Spring Hill, FL look for?

The top searched job categories for Financial Operations Manager jobs in Spring Hill, FL are:

What cities near Spring Hill, FL are hiring for Financial Operations Manager jobs?

Cities near Spring Hill, FL with the most Financial Operations Manager job openings:

Financial Operations Manager jobs near you

Operations Manager

Ameriprise Financial

Dunedin, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

107th of 150 rated financial services

Job description

Operations Manager
Location: Dunedin, FL
Employment Type: Full-Time | In-Office
About the Opportunity
Heartfire, an Ameriprise Private Wealth Advisory Practice, is seeking an experienced, highly proactive Operations Manager to play a critical leadership role within our growing wealth management practice in Dunedin, Florida.
The Operations Manager will be responsible for helping translate the firm's vision and strategic priorities into consistent day-to-day execution. This person will oversee practice operations, establish accountability, improve processes, implement technology, analyze practice data, and help ensure that priorities are completed accurately and on time.
What You'll Do
Practice Operations & Accountability
  • Oversee the day-to-day operational execution of the practice
  • Establish and maintain processes that create consistency, accountability, and a high-quality client experience
  • Monitor CRM tasks and workflows to ensure responsibilities are being completed
  • Hold team members accountable for deadlines, processes, and quality standards
  • Identify gaps in execution and work with team members and leadership to resolve them
  • Develop and improve standard operating procedures
  • Regularly review and refine SOPs and workflows as technology and practice needs evolve, while developing and documenting processes for initiatives such as client acquisitions.
  • Help establish clear ownership and accountability across the team

Technology & Process Improvement
  • Evaluate and implement new technology, tools, and workflows
  • Help the team maximize the capabilities of the firm's technology stack
  • Identify opportunities to leverage AI and automation to improve efficiency
  • Help ensure technology is being used effectively and consistently
  • Stay current on new tools and industry developments that may benefit the practice
  • Lead projects from concept through implementation

Practice Analytics & Reporting
  • Monitor practice reports and key performance indicators
  • Analyze trends and identify areas for improvement
  • Pull, filter, organize, and manipulate CRM and other practice data to generate meaningful insights
  • Help leadership understand what is working, what is not, and where changes should be made
  • Develop reporting processes that support better decision-making

Client Experience
  • Help maintain a consistently high level of service across the practice
  • Understand the client experience from initial contact through ongoing service
  • Identify opportunities to improve the client experience and ensure those standards are reflected throughout the team
  • Help identify operational issues before they impact clients
  • Maintain a high standard of professionalism consistent with a private wealth management environment

Growth & Strategic Execution
  • Help turn the firm's strategic vision and quarterly priorities into actionable plans
  • Track initiatives and ensure progress continues
  • Support implementation of marketing, business development, and practice-growth initiatives
  • Help identify and implement new roles, processes, and resources as the practice grows
  • Participate in recruiting and help evaluate future team members
  • Help integrate new employees into the practice
  • Develop plans for incorporating additional advisors, employees, or acquired practices into the firm's operating structure
  • Help the practice scale while maintaining its standards of quality and client service

Team Leadership
  • Provide operational leadership and accountability to the entire team
  • Partner closely with the leadership team to execute the firm's goals
  • Be comfortable respectfully challenging leadership when agreed-upon processes or commitments are not being followed
  • Foster a culture of ownership, collaboration, and continuous improvement
  • Help create an environment where team members understand what is expected and take responsibility for delivering results

What We're Looking For
  • 5+ years of relevant financial services, wealth management, practice management, or operations experience
    • Experience working within a financial planning or wealth management practice strongly preferred
    • Experience as a financial advisor, operations leader, practice manager, senior client service professional, or similar role preferred
    • Ameriprise experience is a plus
  • Securities licensing preferred
  • Bachelor's degree preferred, but not required for a highly experienced candidate
  • Strong understanding of how a financial planning/wealth management practice operates
  • Experience with CRM systems, preferably Salesforce
  • Experience with financial planning and wealth management technology, preferably including MoneyGuide
  • Strong Excel, reporting, and data analysis skills
  • Ability to analyze practice data and turn it into actionable recommendations
  • Strong project management skills and demonstrated ability to take initiatives from beginning to end
  • Experience developing or improving processes and procedures
  • Strong understanding of client service and the expectations of a high-net-worth/private wealth environment
  • Comfortable working with and implementing new technology and AI tools
  • Strong communication and interpersonal skills
  • High degree of professionalism, maturity, and sound judgment
  • Willingness to challenge the status quo and respectfully hold others accountable

Our Core Values
Quality - Quality is our foundation. We strive for excellence in everything we do, ensuring every task reflects our commitment to the highest standards.
Curiosity - Curiosity drives us forward. We ask questions, seek new knowledge, and embrace innovation to continuously improve and adapt.
Coachable - We listen, learn, and welcome feedback, recognizing that every lesson shapes us into better versions of ourselves.
Proactive - We anticipate challenges, take initiative, and act decisively to create positive outcomes before they're needed.
Collaboration - Together, we share ideas, support each other, and build success as a united team.
What We Offer
  • Competitive salary of $95,000-$115,000, based on experience - exempt
  • 100% employer-paid health insurance for the employee
  • 50% employer-paid health insurance for dependents/family
  • Employer-paid life/AD&D insurance
  • 401(k) plan
  • Dental insurance
  • Vision insurance
  • Health Care Flexible Spending Account
  • Voluntary life insurance
  • Voluntary AD&D insurance
  • Voluntary critical illness and accident insurance
  • Voluntary disability insurance
  • Approximately 9 paid holidays per year
  • Generous PTO program:
    • 13 days during the first 12 months
  • Professional development opportunities
  • A collaborative team environment
  • The opportunity to have a meaningful impact on a growing wealth management practice
  • The opportunity to help shape the future structure, processes, technology, and team of the practice

Join a Growing Team
Heartfire is building for the future. Recognized as a Forbes Best-in-State Wealth Management Team, our practice is committed to delivering an exceptional experience for our clients while continuing to grow and evolve.
As our practice continues to grow, we are looking for team members who want to grow with us.
If you are an experienced financial services professional who takes ownership, cares deeply about quality, enjoys solving problems, and wants to make a difference in the client and team experience, we'd love to hear from you.
Growth Opportunity
Join a growing practice where your contributions will have a direct impact. As you demonstrate initiative and make meaningful contributions to the firm's growth objectives, opportunities for increased responsibility, leadership, and career advancement will evolve with the needs of the practice.
Equal Opportunity Employer
Heartfire is an equal opportunity employer and welcomes applicants from all backgrounds.
A background check is required as part of the hiring process in accordance with applicable laws.

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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