Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Regional Financial Operations Manager overseeing Accounts Receivable, Payable, and Collections for O'Dell HVAC Group. Leading financial operations with a focus on internal controls and team performance.
Responsibilities
- Lead the region’s Accounts Receivable (AR), Accounts Payable (AP), and Collections functions to ensure accurate and timely transactional processing.
- Oversee invoicing, cash application, collections activity, and vendor payment cycles.
- Serve as the primary escalation point for billing disputes, credit memos, and vendor inquiries.
- Maintain accurate AR aging and support regional cash flow forecasting.
- Monitor and improve key working capital metrics, including DSO, DPO, and aging health.
- Ensure AR and AP sub-ledgers reconcile to the general ledger monthly in partnership with RSA and RAM teams.
- Maintain strong internal controls over cash receipts, disbursements, approvals, and documentation.
- Ensure adherence to corporate SOPs, workflows, and approval routing standards.
- Lead, coach, and develop Accounting Clerks and Collection Specialists.
- Partner with Regional Finance Leadership to align on operational priorities and team performance.
- Support ERP enhancements, audit requirements, and close-related coordination.
- Drive continuous improvement initiatives to strengthen efficiency, accuracy, and customer/vendor experience.
Requirements
- Post secondary education (degree or diploma) in Accounting or other related fields.
- Three to six (3-6) years of experience in accounting, finance operations, AR/AP, or transactional finance environments.
- 2+ years of experience in leadership roles, overseeing financial reporting, budgeting, and internal controls.
- Strong understanding of AR, AP, collections processes, and related internal controls.
- Proven financial project management skills, including cost analysis, forecasting, and strategic planning.
- Experience in multi-entity, decentralized, or high-volume environments preferred.
- People management expertise, with a track record of coaching and developing accounting professionals and teams.
- Exceptional skills in financial software and reporting tools (ERP systems such as NetSuite, Adaptive, Excel, financial modeling).
Benefits
- Competitive Salary & Profit Sharing – We recognize and reward contributions to our success.
- Comprehensive Benefits, Health Spending Account, & RRSP Plan – We invest in your well-being and future.
- Professional Development – We support continuous learning and career growth for all roles.
- Company-Wide Holiday Shutdown – Enjoy paid time off during the holiday season.
- Summer Fridays! – Wrap up early on summer afternoons!
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