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10 results for Operations Manager Financial Services in Edina, MN

Operations Manager

Minneapolis, MN
onsite
Permanent
95000 - 120000 USD / Yearly
We are looking for an experienced Operations Manager to oversee the operations functions within our independent bank located in the Twin Cities, Minnesota. This role requires a strategic and hands-on leader who can ensure efficient processes, compliance with regulations, and delivery of exceptional service to both internal and external stakeholders. The ideal candidate will bring a strong background in operations management and a proven ability to lead teams to success. Responsibilities:• Supervise and guide the Operations team to ensure accurate and timely processing of products and services.• Develop and implement scalable solutions and process improvements to enhance departmental efficiency and cost-effectiveness.• Monitor compliance with federal and state regulations, addressing findings from audits and reviews promptly and thoroughly.• Facilitate system upgrades and introduce new products and services by collaborating with relevant departments and overseeing implementation, testing, and training.• Serve as the primary liaison between Deposit Operations and other internal teams, fostering clear communication and collaboration.• Provide coaching and training to team members to ensure skill development and effective task completion.• Evaluate and recommend updates to departmental services and structures to align with organizational goals.• Conduct ongoing risk assessments and implement controls to mitigate potential issues while ensuring adherence to bank policies.• Participate in bank committees and offer guidance on risk management and operational strategies.• Ensure the department meets or exceeds financial performance goals by managing budgets and validating invoices.
2026-04-10T00:00:00Z

Finance Manager

Hopkins, MN
onsite
Permanent
130000 - 150000 USD / Yearly
We are looking for a dynamic Finance Manager. This role involves leading financial strategy and performance initiatives, ensuring accurate reporting, and delivering actionable insights to drive organizational success. The ideal candidate will have a strong analytical mindset and the ability to collaborate across departments to achieve business goals. This opportunity comes with medical, dental/vision, 401k, PTO, and much more. If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken
2026-04-02T00:00:00Z

Finance Manager

Burnsville, MN
onsite
Temporary
57 - 66 USD / Hourly
We are looking for an experienced Finance Manager to join our team on a long-term contract basis in Burnsville, Minnesota. This role focuses on overseeing financial planning and analysis for the retail division, ensuring accurate budgeting and forecasting at the store level. The ideal candidate will have a strong background in financial modeling, data analysis, and collaboration with cross-functional teams. Responsibilities: • Lead the budgeting and forecasting process for the retail division, with a focus on store-level precision and accuracy. • Partner with store managers, regional directors, and executives to validate and refine budget assumptions. • Utilize advanced financial modeling tools, including Excel, to create and update budget models, perform scenario analyses, and generate forecast summaries. • Analyze historical and current data to identify potential risks, opportunities, and anomalies. • Challenge unsupported assumptions and provide alternative, data-backed recommendations while facilitating necessary discussions. • Prepare and deliver budget presentations to stakeholders, ensuring alignment with company objectives. • Manage monthly budget tracking and variance analysis, ensuring data accuracy and adherence to deadlines. • Conduct data validation and build reports to support ongoing financial tracking and decision-making. • Contribute to ad hoc financial projects and initiatives as needed.
2026-04-13T00:00:00Z

SBA Portfolio Operations Manager

Minneapolis, MN
onsite
Permanent
75000 - 85000 USD / Yearly
We are looking for an experienced SBA Portfolio Operations Manager to oversee the effective management of our SBA loan portfolio. This role, located in Twin Cities, involves ensuring the financial health of the organization through detailed monitoring, servicing, and reporting of loans. The ideal candidate will excel in analyzing requests, developing efficient processes, and collaborating with stakeholders to maintain high standards of portfolio management. Responsibilities:• Conduct regular site visits to monitor existing loan portfolios and collaborate with customers, attorneys, bankers, and insurance agents.• Manage routine portfolio tasks such as tracking insurance payments, real estate taxes, and bank balances, while coordinating efforts with internal team members.• Develop and maintain internal systems to document portfolio activities, ensuring deadlines are consistently met.• Create and implement reporting structures for portfolio management, providing quarterly updates and highlighting areas of concern.• Maintain a comprehensive database of loan information, ensuring it aligns with organizational needs.• Address customer inquiries regarding loan modifications, assumptions, subordination, and release of collateral.• Analyze and document servicing requests, ensuring timely follow-up and resolution through effective monitoring systems.• Lead efforts to resolve problem loan situations, working closely with borrowers, banks, legal counsel, and other stakeholders under the direction of senior leadership.• Communicate with customers and relevant parties to address questions and resolve issues related to loan servicing.• Monitor late payments, technical defaults, and other key indicators, maintaining a watchlist to ensure timely and high-quality servicing.
2026-03-23T00:00:00Z

Investment Manager

Minneapolis, MN
onsite
Temporary
59.375 - 68.75 USD / Hourly
This role offers the chance to work in a dynamic environment focused on hedge fund and private equity transactions in the energy transition sector. The Senior Associate will collaborate with the commercial team, managing the full lifecycle of energy transition investments. Responsibilities cover operational management, transaction oversight, deal structuring, and coordination with internal and external stakeholders.Key Responsibilities:<ul><li>Oversee day-to-day operations for energy transition transactions</li><li>Evaluate complex situations and propose solutions</li><li>Interpret and manage legal documents related to transactions</li><li>Update financial models and perform cash flow valuations</li><li>Manage and monitor financing agreements, construction draws, fundings, and distributions</li><li>Set up and administer new and ongoing deal structures</li><li>Complete due diligence and audit requests</li><li>Track and report on transaction status</li><li>Respond to inquiries from internal and external parties</li><li>Partner with commercial teams and external project stakeholders</li><li>Review collateral and project milestones</li><li>Identify and communicate potential transaction issues</li></ul>Qualifications: Required:<ul><li>Bachelor’s degree in accounting, business, finance, or related field</li><li>Minimum 3 years of accounting or finance experience</li><li>Advanced Excel skills, including modeling and analysis</li><li>Understanding of lending instruments, legal documents, and structures</li><li>Strong work ethic and attention to accuracy</li><li>Ability to manage multiple assignments independently</li><li>Excellent verbal and written communication</li><li>Analytical and problem-solving skills</li><li>Collaborative mindset and ability to partner with commercial teams</li><li>Willingness to travel</li></ul>Preferred:<ul><li>Certified Public Accountant</li><li>Experience with renewable energy investments or asset management</li><li>Background in alternative investment fund management or financial services</li><li>Public accounting experience</li><li>Strong initiative and communication skills across multiple groups</li><li>Experience with audits and due diligence</li></ul>
2026-04-15T00:00:00Z

Family Office Accounting Manager

Minneapolis, MN
onsite
Permanent
100000 - 130000 USD / Yearly
We are looking for an experienced Family Office Accounting Manager to lead and oversee the financial administration team in Twin Cities, Minnesota. This role focuses on managing workflows, ensuring timely and accurate client deliverables, and optimizing accounting systems for efficiency and accuracy. The ideal candidate has strong attention to detail, tech savvy, leadership capabilities, and a commitment to delivering exceptional client service. Responsibilities:• Supervise daily operations of the financial administration team to ensure high-quality deliverables are completed on time.• Coordinate workload planning and prioritization across team members and client assignments.• Maintain oversight of recurring client tasks such as reconciliations, financial statements, and cash flow reporting.• Drive process improvement initiatives to enhance efficiency, quality control, and consistency.• Implement and optimize accounting software to improve workflows, data accuracy, and automation.• Manage a portfolio of clients by providing comprehensive financial administration support, including transaction recording, reconciliations, and monthly reporting.• Prepare and review cash flow reports, financial statements, and budgets for clients and related entities.• Conduct ad hoc analyses for investment needs, real estate transactions, charitable contributions, and personal finances.• Review team outputs for accuracy and adherence to established procedures, ensuring quality control.• Collaborate with cross-functional teams and external professionals, such as tax accountants, attorneys, and investment managers, to meet client objectives. If you are intersted in joining this firm please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided.
2026-03-23T00:00:00Z

Office Manager

Clearwater, MN
onsite
Temporary
24.5385 - 28.413 USD / Hourly
We are looking for an experienced Office Manager to oversee daily operations and supervise a team of 5 employees. This long-term contract position is based in Clearwater, Minnesota, and offers an excellent opportunity for someone skilled in administrative management, customer service, and team leadership. The role requires a hands-on, detail-oriented individual who can balance managerial responsibilities with operational tasks to ensure efficiency and productivity. Responsibilities:• Manage and train direct reports, fostering a collaborative and productive work environment.• Act as the primary decision-maker and subject matter expert for resolving issues within the assigned team.• Oversee the receipt, system entry, and assignment of customer work orders.• Ensure all workloads are completed on time and meet established deadlines.• Maintain regular communication with department directors, managers, customers, senior management, and other stakeholders.• Supervise the documentation of essential records in company systems to guarantee accuracy and completeness.• Analyze and report key performance indicators to monitor and improve team performance, quality, and profitability.• Perform production duties as needed to support the assigned team.• Manage office supplies, accounts payable, and overall administrative functions.• Uphold business casual dress code standards while maintaining professionalism.
2026-04-09T00:00:00Z

Office Manager

Wayzata, MN
onsite
Temporary
19.7885 - 22.913 USD / Hourly
We are looking for an experienced Office Manager to join our team in Wayzata, Minnesota. This is a long-term contract position, ideal for someone who thrives in a dynamic office environment and is passionate about ensuring smooth day-to-day operations. The role combines receptionist responsibilities with office management tasks, offering a diverse range of duties. Hours: M, T, W 8AM - 5PM Responsibilities:• Manage daily office operations, including organizing mail, scanning documents, and distributing them to appropriate team members.• Oversee inventory and coordinate orders for office supplies, breakroom essentials, and special equipment requests.• Handle reception duties three days a week, creating a welcoming environment for visitors and employees.• Coordinate catering for weekly lunches, as well as in-house and off-site events, meetings, and luncheons.• Act as the primary contact for landlords, property managers, and vendors to ensure effective office operations.• Assist with budget creation and ongoing management for office-related expenses.• Facilitate space planning and intra-office moves to optimize workspace utilization.
2026-04-09T00:00:00Z

Office Manager

Minneapolis, MN
onsite
Contract / Temporary to Hire
21.375 - 24.75 USD / Hourly
We are looking for a motivated and detail-oriented Office Manager to ensure the smooth operation of our office in Minneapolis, Minnesota. This Contract to permanent position involves managing key administrative tasks such as accounts payable and receivable, payroll processing, and human resources support. The ideal candidate will thrive in a collaborative environment and demonstrate strong organizational and multitasking abilities. Responsibilities: • Process accounts payable and receivable transactions with accuracy and efficiency. • Oversee payroll administration and provide support for HR functions, including employee onboarding and benefits coordination. • Handle general administrative tasks to maintain a well-organized and efficient office environment. • Manage the inventory of office supplies, ensuring timely orders to meet organizational needs. • Collaborate with team members and provide assistance on various tasks to support overall operations. • Create and maintain spreadsheets using advanced Microsoft Excel features and formulas. • Foster a positive work environment, contributing to a cohesive team culture. • Ensure compliance with company policies and procedures in all administrative processes.
2026-04-15T00:00:00Z

Trade Operations Specialist

Minneapolis, MN
onsite
Permanent
50000 - 60000 USD / Yearly
Trade Operations Specialist – Direct Hire (Twin Cities, Minnesota)Overview: A growing investment services firm in the Twin Cities is seeking a Trade Operations Specialist for a direct hire role. This position is ideal for professionals with investment operations expereince seeking to expand their skills in a dynamic, team-oriented environment. Key Responsibilities:<ul><li>Trade Settlement executed trades on the investment accounting system and sub-custodian platforms. Investigate and resolve trade discrepancies and out-of-balance situations. Execute money transfers between sub-custodian, banks, and internal accounts. Coordinate with brokers and investment managers to resolve issues.</li><li>Manage transfers of assets into and out of accounts, including movements between banks or brokers. Research and resolve discrepancies and ensure timely completion of transfers.</li><li>Post bond interest and dividend payments to client accounts. Reconcile money movement against sub-custodian records. Resolve any out-of-balance conditions.</li><li>Identify and research corporate actions for transactions eligible for class action proceeds. Partner with class action vendors to resolve discrepancies and answer inquiries.</li><li>Prepare and file documentation to secure favorable tax withholding rates. Collaborate with relationship managers and sub-custodians to address differences. Complete tax forms as required for specific entities.</li><li>Support other operations desks to provide backup coverage during absences and busy peak periods.</li></ul>How to Apply: Interested candidates should contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330, or apply directly. For consideration and next steps, reach out today.
2026-03-23T00:00:00Z