WHAT DOES AN ACCOUNTING OPERATIONS MANAGER DO?

Published: Nov 01, 2024 - The Accounting Operations Manager oversees and optimizes billing, cash applications, and ensures adherence to federal regulations like the Anti-Money Laundering and Bank Secrecy Acts. Coordination with various departments ensures top-tier customer service and compliance with corporate and regulatory standards. Direct involvement in daily accounting practices and strategic management of IT processes and logistics underscores a commitment to operational excellence and security.

A Review of Professional Skills and Functions for Accounting Operations Manager

1. Accounting Operations Manager Duties

  • Team Management: Manages accounting staff
  • Financial Reporting: Prepares the monthly reconciliation binder
  • Accounting Oversight: Oversees the daily loan and cash accounting and reconciliation process
  • Policy Development: Assists in the research and recommendation of accounting policies and procedures for new business activities
  • Audit Support: Assists in fulfilling document requests related to routine audits and examinations
  • Compliance Assurance: Ensures that accounting policies and procedures are maintained and followed
  • Deadline Management: Ensures that accounting deadlines are met
  • Process Improvement: Recommends enhancements to accounting controls, policies, and procedures
  • Problem Resolution: Handles escalated general ledger problems and out-of-balance issues from staff
  • Analytical Review: Performs month-end charge-off analysis
  • Asset Management: Manages the unclaimed property process

2. Accounting Operations Manager Details

  • Process Oversight: Oversee and streamline billing and cash application processes.
  • Program Planning: Specialty billing/program planning and implementation.
  • Quality Assurance: Plan and implement quality assurance for all processes.
  • Staff Development: Personnel development and staff meetings.
  • Cross-Department Collaboration: Works closely with other departments to ensure quality customer service is provided both within and outside the company.
  • Documentation: Document all related billing and cash application procedures.
  • Liaison Management: Serve as a liaison between the Company and correspondent banks.
  • Brand Advocacy: Enthusiastically support the Bank’s Guiding Principles and Brand Behaviors.
  • Regulatory Compliance: Adhere to federal regulatory requirements, such as the Anti-Money Laundering and Bank Secrecy Acts, and all established policies and procedures.
  • IT Oversight: Oversee IT processes, licenses, and data security.
  • Logistics Coordination: Oversee shipping documentation of warehouse and logistics team and assist with coordination of any logistical issues.
  • Accounting Participation: Participate directly in daily accounting tasks.

3. Accounting Operations Manager Responsibilities

  • Performance Monitoring: Monitor and analyze monthly operating results against budget.
  • Regulatory Compliance: Ensure compliance with local, state, and federal budgetary reporting requirements.
  • Strategic Planning: Work with department managers and corporate staff to develop one (1) year and three (3) year business plans for the Company.
  • Goal Setting: Establish and implement short and long-range departmental goals, objectives, policies, and operating procedures.
  • Process Improvement: Provide recommendations for procedural improvements.
  • Financial Analysis: Maintain, analyze, and summarize general ledger accounts.
  • Financial Reporting: Preparation of financial statements.
  • Stakeholder Presentation: Present financial information to senior management and/or the Board of Directors.
  • Relationship Management: Maintain vendor and customer relations.
  • Advisory Support: Advice on initiatives, expansion, employees, ratios, and metrics.
  • Due Diligence: Assist in acquisitions and due diligence.
  • System Implementation: Implement systems and procedures.

4. Accounting Operations Manager Job Summary

  • Customer Interaction: Interact with internal and external customers and vendors to resolve complex issues and to integrate solutions that meet the company’s financial and operational goals.
  • Policy Development: Develop policies, internal control procedures, and analytical reporting, including AP metrics, that address the growth of the company.
  • Internal Controls Management: Manage and monitor internal controls over vendor compliance, purchase orders/requisitions, and disbursements, including compliance with SOX controls.
  • System Improvement: Provide recommendations for system functionality, create or modify system interfaces, and implement new payroll and procurement process improvements.
  • HR Partnership: Partner with Human Resources business partners to ensure proper reporting, administration, and compliance with internal processes.
  • Regulatory Compliance: Ensure compliance with federal, state, and local payroll, wage, and hour laws and best practices.
  • Accounting Support: Provide day-to-day and period closing support to the Accounting Manager and other members of the Finance department.
  • Ad-Hoc Analysis: Complete various other ad-hoc analyses as directed by the Assistant Controller and other members of the Finance department.
  • Expense Management: Manage expense reporting system and activities.
  • Cash Forecasting: Provide input to the cash forecasting process.

5. Accounting Operations Manager Accountabilities

  • Team Leadership: Mentor and build strong teams, leading to high levels of performance.
  • Employee Training: Train and evaluate employees to enhance performance, development, and work product.
  • Task Management: Develop priorities and work assignments to achieve department goals.
  • Cross-Training: Ensure all activities are cross-trained.
  • Relationship Management: Develop and maintain business relationships with key vendors and internal and external customers.
  • Performance Metrics: Manage team metrics to improve cash flow, manage risk, and ensure compliance with regulations related to medical providers.
  • Financial Closing: Responsible for timely month-end closing of accounts receivable and accounts payable accounts, including month-end reports and reconciliations.
  • Process Improvement: Drive continual process improvement through automation to increase efficiency and ensure the successful implementation of those improvements.
  • Tool Development: Assess and develop new tools and processes to create best practices.
  • Credit Risk Management: Control credit risk for the Company by reviewing terms and conditions of customer contracts and evaluating credit relationships with both domestic and international customers.
  • Invoice Accuracy Advocacy: Advocate for invoice accuracy, leading to timely customer payments.
  • Workflow Audit: Audit workflow to ensure that all accounting transactions are processed accurately and in compliance with GAAP and other regulations under established internal controls.