Sr. Financial Operations Manager

Insight Global • Miami, FL • 12h ago

Job Description

Salary: 150k + bonus

My client is seeking a Senior Finance Operations Manager to lead financial operations and reporting in the Miami office. This individual will oversee the end-to-end loan remittance and reconciliation process for residential mortgage portfolios while driving process improvement and departmental growth. The ideal candidate is a hands-on leader with strong operational controls experience and a proven ability to leverage technology and automation to enhance efficiency and reduce manual bottlenecks.

This role includes leading and mentoring the operations team to ensure accurate, timely deliverables, overseeing complex servicer remittance reviews and reconciliations, and implementing AI-driven solutions to streamline workflows. The Senior Manager will collaborate on developing standardized operating procedures, partner with senior leadership and external servicers to resolve operational matters, and serve as a key liaison to vendors and head office.

Additionally, the position oversees deal expense allocations, ensures Workday Financial records are accurate, and delivers clear, actionable reporting. Responsibilities also include reviewing management accounts, analyzing performance trends, and supporting budgeting and financial forecasting to inform strategic decision-making.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

7-10 years of experience in financial operations, fund administration or business operation roles (preferably with exposure to residential mortgage loans)

Experience managing and mentoring junior staff

Track record of implementing technology-driven solutions (via AI, OCR, or RPA) to improve data accuracy and team efficiency

Strong understanding of internal controls and the ability to design "audit-ready" processes

Proficient in Excel (consolidating data, VLOOKUPS, Pivot tables, etc.)

Experience with ERP systems (workday, NetSuites, or similar)

Bachelor's degree in Economics, Accounting, Finance or related field - Experience in the residential mortgage service or alternative asset management industries

Big 4 Public Accounting background (audit or advisory)

Experience deploying an AI implementation

Advanced data visualization skills (PowerBI, Tableau, Alteryx) and building reporting dashboards

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