Finance Operations Supervisor

Role Overview

The Finance Operations Supervisor is responsible for leading the daily activities of a team of Finance Analysts and Financial Processors supporting multiple College Savings programs. This position oversees financial transaction processing, account maintenance, reconciliations, exception management, and operational controls to ensure the accurate and timely execution of financial activities while maintaining compliance with contractual obligations, regulatory requirements, and service level agreements.

What You Will Do

Core Responsibilities include Operational Leadership, People Leadership, Training & Employee Development, Operational Oversight, and Compliance & Risk Management.

Why It Might Be a Fit

The supervisor serves as the primary escalation point for operational and financial issues and partners closely with Client Services, Technical Support, Business Analysts, Accounting, Compliance, and Systems teams to ensure seamless service delivery and financial integrity.

Requirements

• Bachelor’s degree in Business Administration, Finance, Accounting, Operations Management, or a related field or equivalent combination of education and experience.
• 3–5+ years of progressive experience in financial operations, payment processing, banking operations, or account servicing.
• Minimum two years of direct supervisory experience leading operational teams.

Benefits

• Competitive salary and benefits package, including health, dental, vision insurance
• Paid time off
• HSA and FSA options
• 401(k) plan with matching contributions
• Paid parental leave
• ABLE matching contributions for the disability community
• Employer paid short term and long-term disability insurance and group term life insurance
• Financial and legal assistance through our EAP (Employee Assistance Program)
• Opportunities for personal development and career advancement with free access to unlimited courses via Udemy