Sr Manager, Financial Operations - Wealth

Key Responsibilities

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Accounting Leadership & Oversight

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• Provide managerial- and controller-level support across accounting and finance processes.
• Partner with accounting leadership on enhancing efficiencies of close processes, financial analysis, and controls using technology and process redesign
• Act as a trusted advisor to finance leadership on AI governance.

Systems, Automation & Data Integration

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• Design and implement automation solutions to reduce manual effort and improve accuracy across accounting workflows.
• Implement and leverage AI Agent tools, including Microsoft Copilot, Claude, or similar tools to optimize daily financial operations.
• Build and maintain data integrations between accounting systems, sub-ledgers, reporting tools, and operational systems.
• Serve as a finance-side subject matter expert for accounting systems and related tools.
• Partner with internal teams and vendors during systems implementations, upgrades, and integrations.

Data Integrity, Reporting & Enablement

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• Improve data integrity, reconciliation processes, and end-to-end data transparency.
• Support and enhance BI and reporting solutions used by Finance and leadership.
• Drive data cleanup initiatives and help standardize data definitions and flows.
• Help identify and apply practical AI and automation use cases within accounting and finance.

Qualifications & Experience

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• Strong accounting background with experience at a manager, senior manager, or controller-adjacent level.
• Prior experience in public accounting, systems implementation, complex accounting environments, or Data Analytics functions.
• Experience with Broker Dealer or Wealth commissions systems and portfolio/ performance systems (e.g., Black Diamond)
• Recent coursework in or demonstrated...