B2B Financial Operations Manager

The B2B Financial Operations Manager will be responsible for overseeing financial operations and functions specifically tailored to the B2B business segment. This role ensures accuracy in sales and corporate reporting (does not include FP&A) and B2B Accounts Receivable lifecycle, fosters corporate financial partnerships, and provides exceptional service to our B2B customers and business partners including leaders across B2B, Customer Care and Treasury teams.

Additionally, this role will provide direct oversight to a growing team of future associates (1–2 direct reports), managing their daily workflows and professional development. This role requires a highly organized professional who can navigate multiple systems, communicate effectively across teams, and execute tasks with a proactive, research-driven mindset.

• This is an on-site position (Monday through Thursday) based out of our Northbrook, Il offices with the flexibility to work remotely on Fridays.

• This role is an Individual Contributor position with future leadership responsibilities

Responsible for consolidating and managing workflows spanning 5 functional departments:

• Oversee and manage the end-to-end B2B billing cycle driving accountability for collecting and applying payments for all orders with payment terms
• Manage and review all payment and refund processing (credit card, wire, and check transactions) while ensuring the team successfully reconciles accounts with Finance and Treasury
• Serve as the ultimate owner of overdue reporting and weekly distribution. Lead bi-weekly status meetings with multiple cross-functional department heads
• Supervise the management of the Business Sales Payments inbox - ensure timely customer responses, collect and distribute remittances, and process refunds
• Direct the monitoring for fraud, oversee the distribution of weekly overdue reports, and maintain oversight of billing database integrity

• B2B Ops Support:
  Act as the primary point of contact and escalation point for B2B payment troubleshooting and resolution
• Oversee the review and audit of B2B sales transactions for accuracy and completeness as needed
• Ensure all sales are recorded in the correct period and reconciled with supporting documentation
• Manage the process of matching incoming Wires/ACH to sales posts and journalize manual cash tenders
• Recommend and record bad debt entries and facilitate tender swaps

• Act as Financial liaison for B2B operations. Serve as a strategic partner for financial maintenance of key B2B partnerships
• Collaborate with Supply Chain and Inventory Accounting on B2B inventory management.
• Oversee the monitoring of bank activity for B2B deposits and ensure accurate reconciliation against internal records
• Manage the preparation and posting of adhoc journal entries related to specialized B2B transactions
• Support the AP team and T&E specialist with corporate card transaction processing, clearing, inquiries
• Guide the team in assisting with B2B Ops with invoice coding/research/resolution as needed

• Oversee the tracking of DNBi analytics for B2B customers; supervise the review of credit applications
• Manage and direct collections of outstanding/overdue payments from prepaid and termed vendors
• Work with the Treasury department to oversee, maintain and approve credit limits

• Partner and collaborate with the B2B Sales and Fulfillment teams to streamline the order-to-cash process
• Identify and implement process improvements to enhance operational efficiency and financial controls
• Oversee the maintenance of the B2B customer database and ensure overall data integrity across financial systems
• Manage support special B2B projects and deliver financial reporting/analysis as needed by leadership

• Directly supervise, mentor, and develop a team of 1–2 financial operations associates
• Delegate tasks, oversee daily workflows, and conduct regular performance reviews to ensure team alignment with departmental goals
• Train team members on internal systems, financial controls, and B2B operational procedures