Financial Operations Manager
2 days ago
Lakewood
Job Description Company Overview Our client is a fast-growing financial services company dedicated to helping small and mid-sized businesses access the capital they need to operate, grow, and succeed. Specializing in merchant cash advances and revenue-based financing, they offer a streamlined, transparent, and flexible alternative to traditional bank funding. Headquartered in New York, our client supports businesses across a wide range of industries—providing quick approvals, personalized support, and funding solutions designed to meet the real-world needs of today’s entrepreneurs. Their team is driven by a commitment to integrity, partnership, and efficiency. They believe in simplifying the funding process, empowering business owners, and building long-term relationships based on trust and performance. Our client combines a collaborative culture with a results-driven mindset. As they continue expanding, they are looking for passionate, motivated professionals who thrive in a fast-paced environment and want to make an impact in the world of small business finance. Position Overview The Financial Operations Manager plays a central role in maintaining the accuracy, integrity, and flow of financial data across the organization. This position supports a fast-growing alternative lending institution and is responsible for ensuring that internal ledgers, bank activity, reconciliations, reporting, and financial controls are precise and up to date. The ideal candidate is analytical, detail-oriented, trustworthy, proactive, and comfortable working across departments and with external financial partners. This person will also maintain strong relationships with all banking and financial partners, ensuring smooth communication, secure data exchange, and a reliable understanding of financial activity across facilities and accounts. Location: Toms River, NJ Reports to: CEO Schedule: Monday- Friday Employment Type: Full-Time Salary Range: $110,000-140,000 USD/Annually Key Responsibilities Financial Data Integrity and Oversight • Download, consolidate, and correlate financial data from multiple internal systems into clear, digestible reporting formats., • Validate internal financial records against bank statements and other external data sources., • Investigate and resolve discrepancies when internal and external records do not align., • Conduct recurring spot checks of bank activity to ensure accuracy, quality assurance, and policy adherence., • Maintain, audit, and update internal wallet ledgers to ensure proper allocation, transaction tracking, and flow of funds., • Maintain, audit, and update deal-level ledgers, ensuring accuracy of balances, payments, returns, debits, and credits., • Create streamlined financial reports and analytics to present to ownership and leadership teams., • Serve as the primary liaison between the company and the fractional CFO, ensuring they receive accurate data, summaries, and timely financial insights., • Collaborate with underwriting, servicing, sales, and operations teams to ensure financial impacts are understood and recorded properly., • Think creatively to develop more efficient reporting methods, reconciliation processes, and financial workflows., • Identify opportunities to automate, simplify, or enhance financial operations., • Provide analytical insights and recommendations based on data trends, cash flows, ledger activity, and risk exposure. Qualifications • 3-5 years of experience in financial operations, reconciliation, or accounting., • Strong understanding of bank reconciliation, ledger accuracy, and financial data validation., • Advanced proficiency with spreadsheets and financial analysis tools., • Proven ability to handle confidential information and sensitive financial data., • Excellent attention to detail, accuracy, and follow through., • Strong communication skills with the ability to work across teams., • Experience in specialty finance, merchant cash advance, factoring, private credit, or alternative lending preferred., • Experience with accounting software such as QuickBooks, Sage, or similar platforms preferred., • Background in month end close processes preferred., • Experience working with fractional CFOs or external accounting partners preferred., • Familiarity with automated reporting tools or BI dashboards preferred. EEO Statement Topaz HR is an Equal Opportunity Employer, and we do not discriminate on the basis of race, color, religion, gender, national origin, age, disability, or any other status protected by applicable law. We value and are committed to creating an inclusive environment for all employees. Please Note: Topaz HR is conducting this search on behalf of one of our clients. The employer's name will be disclosed during the interview process, and all hiring decisions will be made directly by the client. Powered by JazzHR fPYY9wQXU4