Manager, Financial Operations

CheckAlt; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

CheckAlt in Dallas seeks a Manager, Financial Operations to partner with the CFO at the nexus of Finance, Operations, Implementations, and Revenue Operations. You will oversee monthly billing, ensure accuracy and compliance, and drive timely customer invoicing in line with contracts.

The role requires 7+ years in financial operations, strong analytical skills, attention to detail, and proficiency in QuickBooks and MS Office. Collaboration across teams and process improvements are key to success.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or equivalent experience.
• 7+ years of experience in financial operations, billing, or a related role.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational skills.
• Proficiency in QuickBooks (or other similar tools) and Microsoft Office Suite.
• Strong communication and interpersonal skills.
• Ability to collaborate cross-functionally and manage multiple priorities.
• Knowledge of regulatory and compliance standards in billing and finance.
• Experience in process improvement and project management.

Responsibilities

• Execute the complete monthly billing cycle with data validation, invoice generation, and distribution.
• Reconcile billing records with system data and customer accounts for accuracy.
• Identify and resolve discrepancies between billing systems and revenue records.
• Prepare variance analyses and reconciliation documents for review.
• Validate service delivery and usage metrics for billable charges with Operations.

Skills

Billing

Finance operations

Data analysis

Regulatory compliance

QuickBooks

MS Office

Cross-functional collaboration

Project management

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

QuickBooks

Microsoft Office Suite

Job description

While the world grows more digital and connected, physical frictions in payments aren’t going anywhere. Since 2004, our expertise in paper check processing has enabled banks, credit unions, and fintechs to offer the same digital, user-friendly experiences to all their customers - regardless of their method of payment. With software and APIs, CheckAlt optimizes processing for financial institutions and businesses nationwide.

Summary

The Manager, Financial Operations serves as a strategic partner to the Chief Financial Officer, positioned at the intersection of Finance, Operations, Implementations, and Revenue Operations. This role demands strong analytical skills, attention to detail, and cross-functional collaboration. You will oversee and manage the monthly billing cycle, ensuring accuracy and compliance while maintaining timely and precise customer invoicing as per contractual terms and regulatory requirements.

Responsibilities

• Together with the team, execute the complete monthly billing cycle, including data validation, invoice generation, and distribution.
• Reconcile billing records with system data, transaction logs, and customer accounts to ensure accuracy.
• Identify and resolve discrepancies between billing systems, revenue operations records, and actual service delivery.
• Conduct variance analysis and prepare reconciliation documents for review and audit.
• Partner with Operations to validate service delivery and usage metrics for billable charges.
• Collaborate with Implementations to ensure billing reflects accurate customer configurations and service terms.
• Coordinate with Revenue Operations on rate changes, contract amendments, and billing adjustments.
• Ensure all invoices comply with contract terms, SOWs, and regulatory requirements.
• Maintain organized documentation of billing records, reconciliation work papers, and audit trails.
• Monitor billing metrics and KPIs and recommend improvements to billing workflows.
• Lead finance-related projects, including system enhancements and process redesigns.
• Track project progress, manage risks, and communicate status to senior leadership.

Required Skills

• Bachelor’s degree in Finance, Accounting, Business Administration, or equivalent experience.
• 7+ years of experience in financial operations, billing, or a related role.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational skills.
• Proficiency in Quickbooks (or other similar tools) and Microsoft Office Suite.
• Strong communication and interpersonal skills.
• Ability to collaborate cross-functionally and manage multiple priorities.
• Knowledge of regulatory and compliance standards in billing and finance.
• Experience in process improvement and project management.

We value the unique expertise and experience attained through military service. Transitioning service members, active members of the Guard and Reserve, and military spouses are encouraged to apply.

CheckAlt is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.