Financial Operations Manager

1 week ago


Richardson, Texas, United States Service Experts Full time
Job Summary

We are seeking a highly skilled Credit and Financial Manager to join our team at Service Experts. This is a pivotal role that requires a dynamic individual with a solid background in the Fintech industry, superior communication skills, and a proven track record in vendor and team management.

Key Responsibilities
  • Credit Underwriting:
    • Conduct comprehensive credit underwriting in the Fintech industry by evaluating client credit profiles, determining creditworthiness, managing credit risk, and underwriting new credits.
    • Develop and implement innovative credit approval strategies and evaluate the creditworthiness of new customers to establish credit limits.
  • Accounts Receivable Management:
    • Stay updated on relevant laws, regulations, and industry best practices related to credit and collection management.
    • Oversee and manage in-depth accounts receivable collection processes, ensuring timely payment collections.
    • Develop strategies to increase efficiency, reduce bad debt reserves, and oversee the entire collection process of outstanding account balances.
  • Vendor Management:
    • Demonstrate excellent vendor management skills by coordinating credit and collection activities with external partners.
    • Establish and maintain strong relationships with vendors, negotiate contracts, and manage vendor performance to ensure optimal service delivery.
  • Communication and Reporting:
    • Utilize strong communication skills, including proficiency in PowerPoint, to present data and reports effectively to various stakeholders.
    • Prepare detailed month-end financial reports related to credit and collections for review by senior management.
    • Prepare regular reports on collections activity, delinquency rates, and other related metrics.
  • Budgeting and Problem Solving:
    • Actively participate in the budgeting process, providing valuable input and recommendations based on past and projected collection figures.
    • Exhibit strong problem-solving skills to identify and resolve credit and collection issues efficiently.
  • Project Management and Team Leadership:
    • Lead project management initiatives related to credit and collection process improvements.
    • Manage and oversee a team of credit and collection specialists, providing guidance and support as needed.
    Requirements
    • Bachelor's degree in Business Administration, Finance, Accounting, or related field. An advanced degree or certification (e.g., MBA, CPA) is preferred.
    • Minimum of 5 years of experience in credit underwriting and AR management, preferably within the Fintech industry.
    • Proven experience in credit underwriting within the Fintech industry.
    • Demonstrated expertise in vendor and team management.
    • Proven expertise in accounts receivable management and collections.
    • Strong communication skills, both verbal and written, with proficiency in PowerPoint presentations.
    • Experience in preparing and analyzing financial reports.
    • Experience in budgeting and familiarity with financial forecasting.
    • Proven problem-solving skills and project management experience.
    • Demonstrated initiative in managing credit and collection strategies.
    • Proficient in using accounting software and MS Office applications.
    • Detail-oriented with strong analytical skills. Ability to handle confidential information with professionalism and integrity.


  • Richardson, Texas, United States The University of Texas at Dallas Full time

    Position Overview:This role is situated within a prominent educational institution and focuses on providing essential financial management and administrative support for a substantial department within the School of Engineering and Computer Science.Key Responsibilities:- Collaborate with faculty and staff to oversee the financial management of sponsored...


  • Richardson, Texas, United States Advantix Full time

    Job Posting: Financial Operations Specialist, Connectivity Company: Advantix Location: Remote Position: Financial Operations Specialist, Connectivity About Us: At Advantix, we are a rapidly expanding organization composed of passionate individuals, including customer service experts, channel advocates, technology enthusiasts, analysts, developers,...


  • Richardson, Texas, United States The Ladders Full time

    Company OverviewGoliath is a global leader in the manufacturing and distribution of toys and games, operating across 15 countries and reaching over 100 markets worldwide. Our core belief is in delivering exceptional products and fostering innovation. Our mission is to bring joy to every household through collaboration and teamwork.Position SummaryWe are in...


  • Richardson, Texas, United States BOK Financial Full time

    Job ID: 73668 Department: Facilities Management Salary Information: Not Disclosed Recruitment Contact: Rachel N McGehee Department Head: Jose M Mendoza Position Level: 13 At BOK Financial, we recognize that our workforce is our greatest asset, and our continued success is a testament to the dedication and talent of our employees. We understand that each...


  • Richardson, Texas, United States BOK Financial Full time

    Job ID: 73668 Department: Facilities Management Salary Range: Not Disclosed Recruiter: Rachel N McGehee Hiring Manager: Jose M Mendoza Job Level: 13 At BOK Financial, we recognize that our employees are our greatest asset. Our continued growth is a testament to the dedication and talent of our workforce. We understand that each individual has unique career...

  • Operations Manager

    6 days ago


    Richardson, Texas, United States WKS Restaurant Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Restaurant General Manager to join our team at WKS Restaurant Group. As a key member of our management team, you will be responsible for overseeing the daily operations of our restaurant, ensuring exceptional customer service, and driving sales growth.Key ResponsibilitiesOperations Management:...

  • Financial Analyst

    3 days ago


    Richardson, Texas, United States CBRE Full time

    About the Role:As a CBRE Financial Analyst, you will apply advanced financial analysis and reporting skills to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties.This job is part of the Financial Strategy and Operations job function, responsible for maintaining accounting, financial, and...


  • Richardson, Texas, United States Halff Full time

    Job Summary:The Project Financial Manager will be responsible for overseeing financial activities related to assigned projects and key clients. This role requires a strong background in accounting and project management, excellent leadership skills, and the ability to work effectively with cross-functional teams.Key Responsibilities:Manage the billing...

  • Audit Director

    3 days ago


    Richardson, Texas, United States CBRE Full time

    About the RoleAs a seasoned professional in financial risk management, you will lead the SOX program for allocated segments, combining extensive hands-on experience with change management and techniques for problem-solving with a strong drive for results and quality in accordance with professional standards.Key ResponsibilitiesProvide leadership for...


  • Richardson, Texas, United States APPLIED MATERIALS Full time

    Job SummaryWe are seeking a highly skilled Field Service Operations Manager to join our team at Applied Materials. As a key member of our organization, you will be responsible for leading our field service operations and ensuring the delivery of high-quality services to our customers.Key ResponsibilitiesFinancial Planning and ManagementDevelop and manage...


  • Richardson, Texas, United States Raytheon Technologies Corporation Full time

    About the Role:We are seeking a Senior Manager to join our team at Raytheon Technologies Corporation. As a key member of our leadership team, you will be responsible for driving business growth and improving financial performance.Key Responsibilities:Develop and implement strategic plans to drive business growth and improve financial performance.Lead...


  • Richardson, Texas, United States APPLIED MATERIALS Full time

    Job SummaryWe are seeking a highly skilled Field Service Operations Manager to join our team at Applied Materials. As a key member of our organization, you will be responsible for leading our field service operations and ensuring the delivery of high-quality services to our customers.Key ResponsibilitiesFinancial Planning and ManagementDevelop and manage...


  • Richardson, Texas, United States GXA Full time

    Job SummaryGXA, a rapidly growing IT and Cybersecurity consulting firm, is seeking an experienced Office Operations Manager to oversee the day-to-day operations of our corporate office. With a dynamic team of approximately 30 local and remote team members and a fast-paced work environment, we need a dedicated individual to ensure our office runs smoothly and...


  • Richardson, Texas, United States ARCHE Full time

    Job OverviewIn this role, you will operate under close supervision to conduct and document a range of standard financial analyses and special finance projects. You will support the organization in various financial functions, including assessment, auditing, planning, budgeting, taxation, consolidation, cost management, and project oversight.Key...


  • Richardson, Texas, United States Service Experts Full time

    Job SummaryWe are seeking a highly skilled Credit and Collection Manager to join our team at Service Experts. As a key member of our customer experience and operations team, you will be responsible for managing credit underwriting and accounts receivable (AR) collections.Key ResponsibilitiesCredit Underwriting:Conduct comprehensive credit underwriting in the...


  • Richardson, Texas, United States Associa Full time

    Join Our Team as a Senior Financial AnalystWe are seeking an experienced financial professional to take on the role of Senior Financial Analyst, responsible for overseeing the month-end closing processes and the preparation of financial reports for a variety of organizations, with a particular emphasis on Non-Profit Entities.This position involves:Providing...


  • Richardson, Texas, United States GAINSCO Full time

    Position Overview:As a Lead Financial Accountant, you will play a crucial role in the financial operations of GAINSCO. Your responsibilities will include:Preparation of Financial Reports:Compile and generate monthly, quarterly, and annual financial reports along with the necessary supporting documentation. Ensure accuracy by reviewing and reconciling both...


  • Richardson, Texas, United States BOK Financial Full time

    Req ID: 74942 Location: Richardson - RCHRD Areas of Interest: Commercial Credit Underwriter Pay Transparency Salary Range: Not Available Application Deadline: Not Specified BOK Financial Corporation Group encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA manages TransFund and Cavanal Hill Investment...


  • Richardson, Texas, United States BOK Financial Full time

    Position ID: 73668 Department: Facilities Management Salary Information: Not Disclosed Recruitment Contact: Rachel N McGehee Manager: Jose M Mendoza Job Level: 13 At BOK Financial, we recognize that our employees are our greatest asset. Our continuous growth is a testament to the dedication and talent of our workforce. We understand that each individual has...


  • Richardson, Texas, United States Hire Military Talent Full time

    Job Description**Job Summary:**We are seeking an experienced Senior Financial Analyst to join our team at Hire Military Talent. This role is pivotal in managing and analyzing financial data, assisting with budgeting and forecasting, and providing detailed operational insights to drive profitability.Key Responsibilities:Financial Data Management:Manage and...