Director of Funding Operations at FloresHR, LLC

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Jul, 26

Salary

0.0

Posted On

07 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Team management, Process improvement, Financial reconciliation, Account auditing, Performance management, Data analysis, Customer service, Problem-solving, Strategic planning, Workflow organization, Reporting, Leadership, Interpersonal skills, Detail-oriented, Multi-tasking, Communication

Industry

Human Resources Services

Description

Description Job Title: Director of Funding Operations Job Type: FT Location: Hybrid 3 days in office (Charlotte, NC) Job Summary We are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority. The Director of Funding Operations will serve as a liaison between accounting and other operational functions, particularly on process development and improvement. The Director of Funding Operations will report to the Controller. What You’ll Do Manage a team of Funding Specialist professionals and conduct annual performance reviews for all direct reports. Implement uniform process for client funding and other funding related matters. Train and provide support to Funding Operations Team. Field questions and requests from clients, brokers, and Account Managers and handles them in a timely manner. Manage the daily tasks performed on their accounts including account audits and reconciliation on both an individual and corporate level. Review cash reconciliation of client assets. Assist with appropriate set up, funding, structuring, and reporting of client accounts. Assist with establishing goals for performance consistent with company/department goals and communicate to team members. Organize workflow and ensure that employees understand assigned duties & delegated tasks. Monitor the Funding Operations team’s productivity and performance; provide training opportunities as needs are identified. Seek opportunities for improved efficiency and results; define, analyze and improve processes. Ensure adherence to legal requirements & company policies and procedures. Ensure quality service by enforcing quality controls and customer service standards. Provide reporting analysis to other departments, as needed. Participate in a wide variety of special projects and compile a variety of special reports. Participate in the hiring decision for incoming Funding team candidates. Consistently manage and approve time for direct and indirect reports. Responsible for welcoming and engaging new team members through direct hire and acquisitions. Perform other duties as assigned. Maintain quality work that exemplifies and promotes our company’s core values. Requirements Who You Are A graduate with a bachelor’s degree with 3+ years of work experience preferably at a comparable industry. A proven leader with experience managing a successful team. Internally motivated looking to grow personally and professionally. Able to operate independently and utilize data from a variety of different sources. An individual focused on accuracy, especially as it relates to client funding and processes. A leader with strong interpersonal skills who understands that our business objective is to provide superior customer service and can handle conflict in a professional manner. A detail orientated individual with strong organizational and prioritizing skills, and the ability to be flexible and multi-task in a collaborative environment. A qualified candidate who possesses above average analytical and problem-solving skills. An individual that understands the value of providing a high level of customer service. Work Environment FloresHR’s standard work hours are Monday through Friday, 8:30 a.m. to 5 p.m. ET with an hour lunch. Roles may be approved for other schedules by managers. This role operates in a professional hybrid office environment based out of our Charlotte office (off West Morehead) (3 days in office). This role is mostly sedentary and consists of prolonged periods sitting at a desk and working on a computer. This role also utilizes other tools such as a phone, copy machine, and printer. Common programs often used are Outlook, Word, and Excel. This position frequently communicates with FloresHR team members and candidates and must be able to exchange accurate information clearly in these situations. How We Support Our Team At FloresHR, we invest in our people, our community and our technology and strive to provide work life balance, paired with professional growth for each of our employees. We provide an innovative benefit solution for our clients but that does not apply just to our clients. They extend to our team too! Competitive Benefits – FloresHR offers competitive medical, dental, and vision benefits for employees and their families. We also provide company funded HSA’s, Pre- and Post-tax 401k’s with a company match up to 5%, and other great benefits such as Life Insurance, Accident Insurance, Pet insurance, and more! Work Life Balance – We want all our team members to have time to focus on themselves and their families. We offer a Monday - Friday schedule, a generous vacation policy and a Life Balance Reimbursement Plan to support this. Community Involvement – We love to give back to our community, and we recognize that our team does too! We have a volunteer program in place to support our team members as they help the organizations’ they are passionate about. Our Core Values & Diversity Focus Our vision is to be the most admired benefits partner, and our core values and beliefs are: We believe in always doing the right thing. We believe that a remarkable service experience is possible. We believe in trusting one another as an operating philosophy. We believe that high performance teams deliver extraordinary results. We believe in building benefits technology that converts the complex to easy. We seek to empower, empathize, and respect our team members and our world. FloresHR is proud to be an Equal Employment Opportunity employer. We do not discriminate based on race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. We are committed to diversity and are committed to creating an inclusive environment for all employees. This is not intended to be an all-inclusive list of job related responsibilities and requirements.

Responsibilities

The Director of Funding Operations manages a team of specialists to ensure accurate client funding, account audits, and reconciliation. They are responsible for process development, performance monitoring, and serving as a liaison between accounting and operational functions.