Operations Manager for Financial Services

POSITION OVERVIEW

The position exists to provide excellent business and accounting support to the Finance outsourcing initiatives in the following areas:

Operations Management:

  • Establish, lead, and manage service delivery teams (Team Leaders, Agents / Specialists, etc.) in the Accounts Payable (AP), Accounts Receivable (AR) and other Accounting-related services in the Finance-as-a-Service (FaaS) business unit.
  • Ensure SLAs are met and exceeded, and improvement opportunities are regularly identified.

Client Management:

  • Build an excellent relationship and serve as the primary point of communication with the Client teams and designated personnel, fostering a growth-driven partnership between the client and Payreto.
  • Proactively identify for growth within any active Line-of-Business (LoB) and other LoB’s in the client’s business that Payreto may be able to successfully support.

NOTE: Underlined are the areas for the initial (first 6 months) areas of responsibility:

The FaaS segment covers following scope of workflows:

Procure to Pay

  • Accounts Payable (AP) comprising Vendor Management, Purchase Order Tracking, Receiving/Deliver Tracking, AP invoicing
  • Payment Management comprising Vendor Payment Application, Payment Management, Account Reconciliation, and
  • Reporting

Order to Cash

  • Billing/Invoicing comprising Customer Management, Order Tracking, Fulfillment/Delivery Tracking, Invoicing
  • Accounts Receivable Management – comprising Customer Payment Application, Collection Management, Account Reconciliation
  • Reporting

Record to Report

  • Transaction Processing comprising Journal Entries, Accruals Management
  • Master Data Management comprising Chart of Accounts Maintenance, Fixed Asset Register
  • Reconciliation & Report comprising Inter/Intra Company Reconciliation, Bank Reconciliation
  • Accounting Support Services comprising Audit Support, Query Handling, ERP/Accounting System

JOB DESCRIPTION:

  • Understand a broad spectrum of accounting processes, tasks, and workflows within the FaaS business segment (please see notes in the Position Overview above).
  • Gather the client’s requirements, analyze the current (or needed) workflows, and understand the specific needs in cooperation with Technical Document Specialist, other subject-matter experts, and assigned Team Leader.
  • Ensure that the Client’s outsourced workflows are well implemented and executed in the operations.
  • Coordinate with the client on the definition, monitoring, and improvements of deliverables in each outsourced workflow and SLA (Service Level Agreements).
  • Ensure that Team leaders and agents are aligned on all assigned tasks and implement towards achieving the specified and agreed goals.

REQUIRED QUALIFICATIONS:

Education:

  • Bachelor’s degree in Accounting, Financial Management, MIS, or any Business-related course.

Skills:

  • Possesses knowledge and experience in the BPO industry (outsourced or Captive), preferably in the Finance or Financial Services.
  • Must have successfully led and managed other People in a previous role.
  • Must have had regular interaction, collaboration, and communication with clients resulting to positive outcomes.
  • With work background in process automation, systems implementation, and migration.
  • Strong background in ERP i.e. SAP, Oracle
  • Advanced proficiency in MS Office Suite, experience in G Suite (Google) is a plus.
  • Strong English written and verbal communication skills.
  • Great people Leadership and Management skills.
  • Strong client-relationship and management ability.
  • Ability to convey and present their point of view and collaboratively reach the best solution.

Experience:

  • Possesses knowledge and experience in the BPO industry (outsourced or Captive), preferably in the Finance or Financial Services.
  • Must have successfully led and managed other People in a previous role.
  • Must have had regular interaction, collaboration, and communication with clients resulting in positive outcomes.
  • With work background in process automation, systems implementation, and migration.

Personality:

  • Keen Attention to Details.
  • Strong Problem Solver.
  • Possesses a natural drive to improve oneself and others.
  • Passionate about learning.
  • Strong work ethic with a professional and positive attitude.
  • Ability to prioritize workload, meet deadlines, and thrive in a fast-paced environment.
  • An innovative, goal-oriented, self-motivated, and results-driven mindset.

 

    Join our growing team. Apply now!