Operations Financials Manager

Scope of Position

Responsible for establishing and maintaining the financial discipline, transaction controls, and accounting workflow readiness required for BlueDiamond Supply's growing construction supply, distribution, equipment, and project-purchasing business. This position oversees the completeness, accuracy, and timeliness of financial information from customer and vendor setup through purchasing, invoicing, collections, reconciliation, and management reporting. The role serves as BlueDiamond's primary liaison to Haskell Accounting and the enterprise Risk and Tax teams, ensuring they receive well-supported information for enterprise accounting processes while providing business leadership with reliable visibility into performance and exceptions.

Job Responsibilities

1. Lead BlueDiamond's accounts payable and accounts receivable readiness and coordination, including invoice review, payment support, cash application, aging review, customer collections follow-up, credits, dispute resolution, and timely submission of accurate transaction information to Haskell Accounting.
2. Maintain transaction controls for quotes, customer purchase orders, supplier purchase orders, receiving, invoicing, cost coding, margin review, and supporting documentation.
3. Review monthly profit and loss performance, transaction exceptions, and variances with Haskell Accounting; investigate material issues and provide clear reporting to the Business Leader.
4. Administer customer onboarding and financial controls, including credit applications, credit limits, payment terms, resale and tax-exemption certificates, and customer master-data accuracy; coordinate specialized requirements with Haskell Risk and Tax.
5. Maintain complete sales and use tax documentation, resale certificates, vendor information, and supporting records; partner with Haskell Tax and Risk on policy interpretation, filings, compliance, and risk matters.
6. Own accounting workflow discipline across Oracle, Zoho, and related reporting tools; partner with Haskell Accounting, operations, and business systems leaders to improve data quality, controls, and handoffs.
7. Supervise, train, and develop Procurement and Inventory Coordinators; establish work priorities, quality standards, cross-coverage, and escalation paths.
8. Create and maintain practical procedures for approval authority, credit release, invoice readiness, order documentation, vendor and customer setup, and exception resolution.
9. Coordinate close support, reconciliations, transaction research, and ad hoc analysis with Haskell Accounting to improve understanding of profitability, working capital, and transaction risk.
10. Build repeatable processes that strengthen order-to-cash and procure-to-pay controls, improve reporting accuracy, and reduce financial risk.
11. Travel as required.
12. Other duties which may be assigned as needed.
13. Supervises Procurement and Inventory Coordinators.

Education & Years of Experience

Bachelor's degree in accounting, finance, business administration, or a related field and five or more years of progressive accounting, financial-controls, credit, or accounting-operations experience preferred, or a combination of education and experience.

Qualifications

1. Experience with accounts payable, accounts receivable, customer credit, reconciliations, billing controls, financial reporting, accounting close support, or coordination with a centralized accounting team.
2. Strong working knowledge of ERP systems, accounting workflows, Excel, and reporting tools; experience with Oracle, Zoho, or similar systems preferred.
3. Ability to read a profit and loss statement, investigate margin and transaction variances, and translate findings into clear actions for non-financial leaders.
4. Demonstrated ability to lead or develop support staff in a high-volume, deadline-driven environment; CPA, CMA, or equivalent credential welcome but not required.