VP, Client Financial Services & Operations

Associa; Richardson (TX); On-site; USD 180,000 - 300,000; Full time

Job summary

Associa is seeking a strategic and execution-focused leader to join as Vice President, Client Financial Services. This role oversees AP, AR, reconciliations, and GL, driving efficiency, scalability, and strong governance across client operations.

The VP partners with Client Success, Operations, IT and Branch leaders to align priorities and improve service delivery while managing budgets and performance metrics.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant business experience.
• 10+ years of progressive leadership experience in financial operations, shared services, client accounting, business operations, or related environments.
• Demonstrated experience leading leaders and delivering results in a cross-functional, matrixed environment.
• Demonstrated success using operational measures to manage service levels, quality, productivity, capacity, and performance.
• Demonstrated success leading process improvement, operating model transformation, and organizational change with measurable business outcomes.

Responsibilities

• Lead client financial services, including AP, AR, Reconciliations, and GL; establishing priorities, capacity plans, service levels, and quality standards.
• Lead operational improvements across client delivery functions by evaluating current processes and workflows, identifying sources of friction, delay, rework, and inefficiency, and implementing scalable solutions that improve service delivery and operational performance.
• Ensure appropriate operational controls, quality standards, and escalation practices are maintained across client financial operations to support accuracy, consistency, and effective risk management.
• Establish clear operational ownership and decision rights across AP, AR, Reconciliations, and GL, ensuring issues are resolved at the appropriate level and escalated when necessary.
• Own the client financial operations delivery model, including roles, handoffs, service level agreements, and governance, and drive continuous improvements as the business evolves and grows.
• Partner with Client Success, Operations, IT and Branch leaders to align operational priorities, establish service delivery standards and drive consistent execution across the organization.
• Partner with the Reporting and Optimization group to establish performance measures and reporting that provide consistent visibility into service levels, quality, productivity, capacity, and operational trends; use those insights to drive corrective actions and inform staffing, process, and investment decisions.
• Lead and participate in monthly client business reviews that drive clear decisions, accountability, and follow-through; partner with branches to support client deliverables, satisfaction and retention goals.
• Lead budgetary analysis, planning and optimization efforts for Client Financial Services, ensuring effective resource allocation, financial performance and sustainability.
• Build organizational capability through strong leadership, succession planning, coaching, talent development, and clear performance expectations for functional leaders and their teams.
• Foster a high-performing customer-centric and outcome focused environment that values communication, collaboration, accountability, partnership, and continuous improvement.

Skills

Strategic Thinking

Analytical Problem Solving

Process Design & Improvement

Change Leadership

Cross-Functional Collaboration

Communication

Education

Bachelor's degree or equivalent

Job description

Associa is seeking a strategic and execution-focused leader to join as Vice President, Client Financial Services. This role oversees AP, AR, reconciliations, and GL, driving efficiency, scalability, and strong governance across client operations.

The VP partners with Client Success, Operations, IT and Branch leaders to align priorities and improve service delivery while managing budgets and performance metrics.