Manager, Financial Operations

Key Responsibilities

Financial Operations Leadership

• Lead the daily operations of Accounts Payable, Accounts Receivable, homeowner accounting, collections, banking administration, and community financial services.
• Establish and monitor operational KPIs, service levels, quality standards, productivity metrics, and customer satisfaction measures.
• Ensure timely completion of homeowner, community, vendor, and management company requests.
• Serve as the escalation point for complex operational and customer service issues.
• Develop scalable operational processes that support customer growth while improving profitability.

Accounts Payable, Accounts Receivable & Operations

• Oversee vendor invoice intake, approval workflows, homeowner billing, special assessments, and homeowner account maintenance.
• Ensure compliance with association approval requirements and internal controls.
• Monitor invoice aging, payment turnaround times, and unresolved vendor issues.
• Manage payment exception handling and vendor-related escalations.
• Drive adoption of digital payment methods and automation to reduce processing costs and improve efficiency.
• Maintain homeowner charge tables, assessment structures, and account records.
• Oversee homeowner statement generation and distribution.
• Manage homeowner payoff requests, including Special Assessment payoff requests.
• Review and process homeowner ownership changes and account updates.

Collections & Compliance

• Manage homeowner collections activities, including delinquency monitoring, late fee administration, and legal status management.
• Oversee the application and release of legal status holds in accordance with governing documents and company policies.
• Coordinate with management companies, attorneys, and internal teams regarding collection matters.
• Monitor collection performance and delinquency trends.

Community Financial Services

• Oversee estoppel processing and ensure completion within established service levels.
• Manage resale requests, ownership transfers, and lender questionnaires.
• Coordinate with title companies, lenders, homeowners, and management teams during ownership transitions.
• Review and fulfill documentation requests related to property sales and transfers.
• Coordinate homeowner payment materials, coupons, and related communication programs.

Banking & Treasury Administration

• Oversee bank account setup, maintenance, and treasury-related administrative activities.
• Manage bank scanner deployments and banking access requests.
• Partner with financial institutions to optimize banking operations.