Topaz HR · 1 month ago
Financial Operations Manager
Toms River, NJ
Full-time
Onsite
Mid, Senior Level
$110K/yr - $140K/yr
3+ years expTopaz HR is representing a fast-growing financial services company focused on providing capital solutions for small and mid-sized businesses. The Financial Operations Manager will ensure the accuracy and integrity of financial data, manage internal ledgers, and maintain relationships with banking partners while collaborating with various departments to enhance financial operations.
Human Resources
Responsibilities
Download, consolidate, and correlate financial data from multiple internal systems into clear, digestible reporting formats
Validate internal financial records against bank statements and other external data sources
Investigate and resolve discrepancies when internal and external records do not align
Conduct recurring spot checks of bank activity to ensure accuracy, quality assurance, and policy adherence
Maintain strong and professional relationships with all banking and financial partners
Maintain, audit, and update internal wallet ledgers to ensure proper allocation, transaction tracking, and flow of funds
Maintain, audit, and update deal-level ledgers, ensuring accuracy of balances, payments, returns, debits, and credits
Monitor inflows and outflows related to borrowers, investors, merchant cash advances, loan products, or related alternative lending operations
Create streamlined financial reports and analytics to present to ownership and leadership teams
Serve as the primary liaison between the company and the fractional CFO, ensuring they receive accurate data, summaries, and timely financial insights
Collaborate with underwriting, servicing, sales, and operations teams to ensure financial impacts are understood and recorded properly
Provide clear explanations of variances, trends, and unusual activity
Think creatively to develop more efficient reporting methods, reconciliation processes, and financial workflows
Identify opportunities to automate, simplify, or enhance financial operations
Provide analytical insights and recommendations based on data trends, cash flows, ledger activity, and risk exposure
Qualification
Required
3-5 years of experience in financial operations, reconciliation, or accounting
Strong understanding of bank reconciliation, ledger accuracy, and financial data validation
Advanced proficiency with spreadsheets and financial analysis tools
Proven ability to handle confidential information and sensitive financial data
Excellent attention to detail, accuracy, and follow through
Strong communication skills with the ability to work across teams
Preferred
Experience in specialty finance, merchant cash advance, factoring, private credit, or alternative lending
Experience with accounting software such as QuickBooks, Sage, or similar platforms
Background in month end close processes
Experience working with fractional CFOs or external accounting partners
Familiarity with automated reporting tools or BI dashboards
MCA and debt collections experience
Company
Topaz HR
At Topaz HR, we don’t just advise you on what to do—we get it done.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mendy Oppenheim, EA, CPSP
CEO
Company data provided by crunchbase