Manager, Financial Operations
Job Summary
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Who we are:
Welcoming collaborative and having the opportunity to make an impact - is how our employees describe working here. SoFi Tech Solutions (formerly Galileo Financial Technologies) is a financial technology company that provides innovative and revolutionary software products and services that power some of the worlds largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. SoFi Tech Solutions leads its industry with superior fraud detection security decision-making analytics and regulatory compliance functionality combined with customized responsive and flexible programs to accelerate the success of all payments companies and solve tomorrows payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at role:
We are seeking a Manager Financial Operations to lead a high-performing operations team responsible for critical financial workflows reconciliation activities ticket resolution and data quality improvements. This role will oversee both an established FinOps team and a newly integrated group of reconciliation specialists ensuring accurate execution strong controls effective cross-functional partnership and continuous improvement across key operational processes. The Manager Financial Operations will be responsible for leading day-to-day execution while also identifying opportunities to improve processes strengthen controls increase automation and scale the teams impact. This role will also serve as a trusted operational point of contact for client and bank partners ensuring clear communication effective expectation management and timely follow-through on issues requests and escalations. This is a hands-on leadership role for someone who is comfortable working across detailed operational workflows complex data sets technical partners external stakeholders and evolving business priorities.
What youll do:
- Lead the Financial Operations team responsible for managing support tickets creating QMR/GOC network reporting resolving operational issues and supporting timely execution of financial operations workflows.
- Manage and develop reconciliation specialists responsible for Settlement reporting reconciliation Money Movement approvals Cobrand FBO reconciliation review suspense reconciliation and Billpay-related operational activities.
- Support EPD and other cross-functional partners by driving improvements to network data quality operational data integrity and issue resolution processes.
- Provide day-to-day leadership coaching prioritization and performance management for team members across multiple financial operations functions.
- Establish clear operating rhythms service levels escalation paths and quality expectations for ticket management reconciliation review approvals and issue resolution.
- Partner with Product Engineering Data Finance Accounting Compliance Risk Operations client and bank partner teams to investigate issues improve workflows and support scalable operational solutions.
- Serve as a professional operational liaison for client and bank partners by communicating status clarifying requirements managing expectations and coordinating timely resolution of issues and escalations.
- Use SQL and data analysis to research issues validate transactions identify trends support reconciliations and drive root cause analysis.
- Strengthen controls and documentation across reconciliation processes approval workflows suspense management and financial operations support activities.
- Identify opportunities to reduce manual work improve accuracy increase automation and enhance operational visibility through reporting and process redesign.
- Monitor team performance operational metrics aging items exception volumes and recurring issue patterns to support proactive management and continuous improvement.
- Translate complex operational issues into clear business impacts recommendations and action plans for leadership and cross-functional stakeholders.
- Help integrate new responsibilities processes and team members into the broader Financial Operations function while maintaining execution quality and business continuity.
What youll need:
- Experience leading financial operations reconciliation banking operations payments operations card operations or similar operational teams.
- Proven people leadership skills including coaching prioritization accountability performance management and team development.
- Strong understanding of reconciliation workflows exception management operational controls approvals and issue resolution processes.
- Hands-on SQL skills with the ability to query data investigate exceptions validate results and support operational decision-making.
- Strong analytical and problem-solving skills with the ability to identify root causes evaluate operational risk and recommend practical solutions.
- Strategic thinking and process improvement mindset including experience improving workflows documentation controls reporting or automation.
- Ability to operate effectively in a fast-paced environment with competing priorities evolving processes and cross-functional dependencies.
- Excellent communication and stakeholder management skills including the ability to explain complex operational and data issues clearly to technical non-technical client and bank partner audiences.
- Strong attention to detail and commitment to accuracy timeliness and operational excellence.
- Ability to balance hands-on execution with team leadership stakeholder management and longer-term operational transformation.
Nice to have:
- Experience with banking-as-a-service card programs payment networks FBO account structures suspense reconciliation or Billpay operations.
- Experience partnering with Product Engineering and Data teams on operational tooling data quality reporting or automation initiatives.
- Familiarity with Jira SQL Snowflake dashboards and operational reporting.
- Experience building or improving operating procedures control frameworks reconciliation documentation and escalation processes.
Required Experience:
Manager