Senior Financial Operations Manager

3 weeks ago


Louisville, Colorado, United States New Direction IRA Inc. Full time
Company Overview">

New Direction IRA Inc. empowers clients to achieve their investment goals by providing innovative financial solutions.

Salary and Benefits
  • We offer a competitive salary, estimated at $80,000 - $120,000 per year, based on experience.
  • A comprehensive benefits package includes health, dental, vision, and life insurance, as well as a 401(k) retirement plan with matching contributions up to 3% of gross salary.
  • Ongoing education and professional development opportunities are also available.
Job Description
Key Responsibilities:
  • Manage internal financial functions critical to business operations.
  • Oversee client transactions and ensure accurate cash flow management and reconciliation.
  • Collaborate with various departments to drive financial optimization and client satisfaction.
Main Objectives:
  • Process and review daily funding activities for client accounts.
  • Support the company's daily financial operations with accuracy and efficiency.
  • Respond to inquiries and resolve client account-related questions.
Requirements and Qualifications
Desirable Skills:
  • Bachelor's degree in Finance, Business, or a related field.
  • Proficiency in Microsoft Office applications.
  • Experience with Oracle CX Cloud or a similar CRM system.
  • Strong written and verbal communication skills.
What We Offer
  • A dynamic and supportive work environment.
  • The opportunity to make a meaningful impact in the financial services industry.


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