Financial Operations Supervisor

Responsibilities

• Lead and develop a team of Workforce Management Analysts and Financial Solutions Analysts across hybrid, virtual, and offshore environments
• Establish and reinforce a strong risk and control framework, including oversight of associate data security, access management, and adherence to operational standards
• Oversee workforce planning, resource allocation, and workload management to ensure consistent service delivery
• Manage complex operational workflows, including issue resolution, break/fix activities, and root cause analysis
• Own and execute projects, including client onboarding, technology initiatives, and process enhancements
• Lead change management efforts to support adoption of new systems, processes, and best practices
• Partner cross-functionally with Operations, Technology, and Client teams to drive alignment and outcomes
• Identify and implement process improvements to enhance efficiency, mitigate risk, and improve overall performance
• Manage multiple priorities, tasks, and deadlines in a fast-paced environment
• Communicate effectively with stakeholders, providing clear updates, insights, and recommendations

• Bachelor's degree in Finance, Accounting, Economics, or related field, or equivalent experience
• 5+ years of leadership experience managing teams
• 5–10+ years experience in financial services or investment operations
• Experience managing multiple functions or teams with diverse responsibilities
• Strong understanding of risk management, controls, and data security within an operational environment
• Proven ability to manage projects, drive change, and improve processes
• Demonstrated ability to influence stakeholders across functions and levels
• Strong analytical and problem‑solving skills
• Excellent organizational skills with the ability to manage multiple priorities
• Experience working with hybrid, virtual, and/or offshore teams
• Strong communication and interpersonal skills