Edelman Financial Engines · 15 hours ago
Financial Operations Manager
Fairfax, VA
Full-time
Onsite
Mid, Senior Level, Lead/Staff
$94K/yr - $126K/yr
8+ years expEdelman Financial Engines is committed to guiding people with the financial advice they need to thrive. The Financial Operations Manager will oversee billing cycles, ensure data integrity, and collaborate with various teams to enhance billing processes and compliance standards.
ConsultingFinancial ServicesPersonal FinanceRetirement
Responsibilities
Own the monthly and quarterly billing cycles for workplace 401(k) plans
Ensure accurate application of fee schedules, rate tiers, and exclusions
Validate inputs such as AUM, participant counts, and plan-level configurations
Design, document, and maintain billing workflows and controls
Collaborate with IT and Operations to ensure data integrity and system alignment
Lead mock billing runs and reconciliation processes to ensure audit readiness
Review and validate data feeds from custodians, recordkeepers, and internal systems
Identify and resolve discrepancies in account-level data and fee logic
Partner with compliance to ensure billing practices meet fiduciary and regulatory standards
Generate billing summaries, variance reports, and revenue forecasts
Support Finance and Client Service teams with billing-related inquiries and reporting needs
Recommend enhancements to billing systems and processes
Participate in cross-functional projects to improve automation and scalability
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
8+ years of experience in billing, financial operations, or accounting
Strong understanding of fiduciary billing principles and fee structures
Advanced Excel skills
Detail-oriented with strong analytical and problem-solving skills
Excellent communication and collaboration abilities
Preferred
Experience in the RIA or retirement plan industry strongly preferred
Experience with billing platforms (e.g., Orion, Black Diamond, or similar) a plus
Benefits
Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions
Company
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
H1B Sponsorship
Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Acting Chief Executive Officer
Suzanne van Staveren
Executive Vice President and Chief Financial Officer
Recent News
2025-12-10
2025-11-07
2025-10-15
Company data provided by crunchbase