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Finance Operations Manager with High Profile Client

Date Posted: 7/28/2022

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Job Description

Finance Operations Manager

If you are looking to step into a new role with, this is a wonderful opportunity to do so. The SF Bay Area Ledgent Team has been in the Bay Area for nearly 25 years and we are seeking a qualified Finance Operations Manager.   

To apply to this Finance Operations Manager position, please apply ASAP or email your resume directly to our Senior Team Member Samad Patel  

Pay: $95k+ DOE
Location: Fremont, CA - Hybrid - 20-40% On Site
Starts:  ASAP
This role is Perm Direct-Hire
Vaccinate: Required

Job Responsibilities

  • Prepare monthly fixed billing documents for client portfolio. Ensure invoices are validated against the contract billing amount on file. Submit monthly fixed billing packet NLT the first week of each month (for current month).
  • Responsible for establishing, coordinating, and maintaining client PO's. Ensure PO's are issued in a timely manner and appear on their corresponding invoice prior to submittal to the client for payment and listed in comments on aging reports.
  • Research all financial statements/documents for any payment billing or payment inconsistencies or errors and provide appropriate actions to correct.
  • Input billing and payment history to streamline client related finance project requests.
  • Conduct monthly audits on fixed and cost-plus billing procedures to ensure billing values are aligned with client contractual and agreement values. Provide actions to address any issues found during the audit period.
  • Prepare the financial portion of client QBRs; first draft due 30 days prior to the scheduled date of QBR.
  • Establish, maintain, and audit the supply budgets for client sites, ensure Ops Teams receives spend data to control supply budget performance.
  • Maintain Job Budget Sheets (JBS) for client portfolio. JBS' to be updated when the labor, costs or billing change. Perform monthly review of JBS to P&L performance.
  • Work with VPF and RVP to create and manage client annual budgets, Union increases and company profitability goals in coordination with corporate guidelines.
  • Execute payroll audits (may include conducting controlled payouts to cross-check for pay issues).
  • Collaborate and ensure a solid and productive line of communication exists between the Finance Department and the client's finance team. Ensure a prompt, thorough, and appropriate response for any questions, issues, or errors. Schedule monthly meetings with the client's finance team to review missed payment deadlines (defining an action plan for payment).
  • Promptly respond to client requests as soon as possible, even if only a placeholder response. A more complete response is expected within 24-48 hours.
  • Maintain and cultivate a responsive and customer-centric culture with the Ops Team and Client Finance Team.
  • Create and maintain a database to monitor and calculate key trend data (i.e. categorization of WO spend-types, WO dollar amounts, labor hour trends by job number and/or parent number). Utilize data and trend analysis to provide departmental solutions and process efficiencies.
  • Where appropriate and necessary, determine and provide departmental 'Best Practices' to the client experience.
  • Take an active role in proactively identifying issues, exceptions, or errors and work to develop appropriate actions to address.
  • In the future, this position may be assigned direct reports (i.e. Billing Specialist and/or KPI Analyst) wherein this role will be accountable for their responsibilities, performance, and deliverables.
  • Develop and present training, as needed, to all appropriate employees.
  • Partner closely with Regional Vice-President on any issue(s) where appropriate assistance is needed.
  • Collaborate with team members on a variety of projects, which may be outside of operations on an as needed basis.
  • Attend compan
    To apply please email your resume to

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Job Snapshot

  • Employee Type:Full-Time
  • Location:Fremont, CA
  • Job Type:Accounting
  • Experience:Not Specified
  • Education:Not Specified
  • Date Posted:7/28/2022
  • Contact: Samad Patel (925) 737-1818
  • Pay Range: $0.00 - $95,000.00 Annually
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Job Reference: JO-2206-166422