Manager, Financial Operations
Enumerate is hiring a Manager of Financial Operations to lead the operational fuctions that support Enumerate’s Financial Services clients. This role is a player-coach who is responsible for supporting the financial management of Homeowners Associations (HOAs), including Accounts Payable, Accounts Receivable, homeowner accounting, collections, banking administration, estoppels, resale services, tax administration, and community financial operations.This leader is responsible for delivering operational excellence, customer satisfaction, scalability, and profitability through the strategic use of technology, automation, artificial intelligence (AI), workflow optimization, and process standardization. The ideal candidate is a customer-focused operational leader with strong accounting operations experience, a passion for continuous improvement, and a proven ability to leverage technology to improve efficiency, quality, and business outcomes.
Key Responsibilities
Financial Operations Leadership
• Lead the daily operations of Accounts Payable, Accounts Receivable, homeowner accounting, collections, banking administration, and community financial services.
• Establish and monitor operational KPIs, service levels, quality standards, productivity metrics, and customer satisfaction measures.
• Ensure timely completion of homeowner, community, vendor, and management company requests.
• Serve as the escalation point for complex operational and customer service issues.
• Develop scalable operational processes that support customer growth while improving profitability.
Accounts Payable, Accounts Receivable & Operations
• Oversee vendor invoice intake, approval workflows, homeowner billing, special assessments, and homeowner account maintenance.
• Ensure compliance with association approval requirements and internal controls.
• Monitor invoice aging, payment turnaround times, and unresolved vendor issues.
• Manage payment exception handling and vendor-related escalations.
• Drive adoption of digital payment methods and automation to reduce processing costs and improve efficiency.
• Maintain homeowner charge tables, assessment structures, and account records.
• Oversee homeowner statement generation and distribution.
• Manage homeowner payoff requests, including Special Assessment payoff requests.
• Review and process homeowner ownership changes and account updates.
Collections & Compliance
• Manage homeowner collections activities, including delinquency monitoring, late fee administration, and legal status management.
• Oversee the application and release of legal status holds in accordance with governing documents and company policies.
• Coordinate with management companies, attorneys, and internal teams regarding collection matters.
• Monitor collection performance and delinquency trends.
Community Financial Services
• Oversee estoppel processing and ensure completion within established service levels.
• Manage resale requests, ownership transfers, and lender questionnaires.
• Coordinate with title companies, lenders, homeowners, and management teams during ownership transitions.
• Review and fulfill documentation requests related to property sales and transfers.
• Coordinate homeowner payment materials, coupons, and related communication programs.
Banking & Treasury Administration
• Oversee bank account setup, maintenance, and treasury-related administrative activities.
• Manage bank scanner deployments and banking access requests.
• Partner with financial institutions to improve operational efficiency and banking automation.
Tax & Regulatory Administration
• Oversee 1099 tax preparation and related documentation processes.
• Manage sales tax administration and reporting activities.
• Ensure accurate record retention and audit support documentation.
• Maintain compliance with regulatory, tax, and reporting requirements.
Workflow & Operational Excellence
• Oversee workflow management systems, including Asana and related operational platforms.
• Ensure timely completion and follow-up of all customer, homeowner, and operational requests.
• Establish escalation processes for aging, high-risk, or unresolved items.
• Maintain detailed operational documentation, communication records, and audit trails.
Technology, Automation & AI Leadership
• Identify, prioritize, and implement automation opportunities across A/P, A/R, collections, banking, homeowner accounting, estoppels, and resale services.
• Leverage AI, OCR, workflow automation, robotic process automation (RPA), and system integrations to eliminate manual processes and improve accuracy.
• Utilize data and analytics to identify operational bottlenecks, improve productivity, and support decision-making.
• Develop scalable service models that allow customer growth without proportional increases in headcount.
Team Leadership & Development
• Recruit, train, coach, and develop Financial Operations Specialists and support personnel.
• Establish performance expectations, service standards, and development plans.
• Foster a culture of accountability, customer focus, innovation, and continuous improvement.
• Lead change management initiatives related to operational transformation and technology adoption.
Qualifications
• Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred.
• 5+ years of experience in accounting operations, financial services, HOA management, banking operations, or related leadership roles.
• Strong knowledge of Accounts Payable, Accounts Receivable, collections, homeowner accounting, banking operations, and financial controls.
• Experience leading operational teams in a high-volume, service-oriented environment.
• Demonstrated success implementing process improvements, workflow automation, and operational transformation initiatives.
• Strong analytical, organizational, communication, and leadership skills.
• Customer service-oriented mindset with strong problem-solving abilities.
The pay range is inclusive of base salary plus any applicable bonuses or commissions.
Total compensation pay range (annual salary):
$120,000—$140,000 USD
Key Responsibilities
Financial Operations Leadership
• Lead the daily operations of Accounts Payable, Accounts Receivable, homeowner accounting, collections, banking administration, and community financial services.
• Establish and monitor operational KPIs, service levels, quality standards, productivity metrics, and customer satisfaction measures.
• Ensure timely completion of homeowner, community, vendor, and management company requests.
• Serve as the escalation point for complex operational and customer service issues.
• Develop scalable operational processes that support customer growth while improving profitability.
Accounts Payable, Accounts Receivable & Operations
• Oversee vendor invoice intake, approval workflows, homeowner billing, special assessments, and homeowner account maintenance.
• Ensure compliance with association approval requirements and internal controls.
• Monitor invoice aging, payment turnaround times, and unresolved vendor issues.
• Manage payment exception handling and vendor-related escalations.
• Drive adoption of digital payment methods and automation to reduce processing costs and improve efficiency.
• Maintain homeowner charge tables, assessment structures, and account records.
• Oversee homeowner statement generation and distribution.
• Manage homeowner payoff requests, including Special Assessment payoff requests.
• Review and process homeowner ownership changes and account updates.
Collections & Compliance
• Manage homeowner collections activities, including delinquency monitoring, late fee administration, and legal status management.
• Oversee the application and release of legal status holds in accordance with governing documents and company policies.
• Coordinate with management companies, attorneys, and internal teams regarding collection matters.
• Monitor collection performance and delinquency trends.
Community Financial Services
• Oversee estoppel processing and ensure completion within established service levels.
• Manage resale requests, ownership transfers, and lender questionnaires.
• Coordinate with title companies, lenders, homeowners, and management teams during ownership transitions.
• Review and fulfill documentation requests related to property sales and transfers.
• Coordinate homeowner payment materials, coupons, and related communication programs.
Banking & Treasury Administration
• Oversee bank account setup, maintenance, and treasury-related administrative activities.
• Manage bank scanner deployments and banking access requests.
• Partner with financial institutions to improve operational efficiency and banking automation.
Tax & Regulatory Administration
• Oversee 1099 tax preparation and related documentation processes.
• Manage sales tax administration and reporting activities.
• Ensure accurate record retention and audit support documentation.
• Maintain compliance with regulatory, tax, and reporting requirements.
Workflow & Operational Excellence
• Oversee workflow management systems, including Asana and related operational platforms.
• Ensure timely completion and follow-up of all customer, homeowner, and operational requests.
• Establish escalation processes for aging, high-risk, or unresolved items.
• Maintain detailed operational documentation, communication records, and audit trails.
Technology, Automation & AI Leadership
• Identify, prioritize, and implement automation opportunities across A/P, A/R, collections, banking, homeowner accounting, estoppels, and resale services.
• Leverage AI, OCR, workflow automation, robotic process automation (RPA), and system integrations to eliminate manual processes and improve accuracy.
• Utilize data and analytics to identify operational bottlenecks, improve productivity, and support decision-making.
• Develop scalable service models that allow customer growth without proportional increases in headcount.
Team Leadership & Development
• Recruit, train, coach, and develop Financial Operations Specialists and support personnel.
• Establish performance expectations, service standards, and development plans.
• Foster a culture of accountability, customer focus, innovation, and continuous improvement.
• Lead change management initiatives related to operational transformation and technology adoption.
Qualifications
• Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred.
• 5+ years of experience in accounting operations, financial services, HOA management, banking operations, or related leadership roles.
• Strong knowledge of Accounts Payable, Accounts Receivable, collections, homeowner accounting, banking operations, and financial controls.
• Experience leading operational teams in a high-volume, service-oriented environment.
• Demonstrated success implementing process improvements, workflow automation, and operational transformation initiatives.
• Strong analytical, organizational, communication, and leadership skills.
• Customer service-oriented mindset with strong problem-solving abilities.
The pay range is inclusive of base salary plus any applicable bonuses or commissions.
Total compensation pay range (annual salary):
$120,000—$140,000 USD