Senior Operations Job Description

Senior Operations Job Description

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Senior operations provides project leadership, mentors Operational Excellence team members, and provides training in Lean and Six Sigma concepts.

Senior Operations Duties & Responsibilities

To write an effective senior operations job description, begin by listing detailed duties, responsibilities and expectations. We have included senior operations job description templates that you can modify and use.

Sample responsibilities for this position include:

Preparing daily position and cash reconciliations between internal system, fund admin and prime broker records
Working with portfolio management teams, traders and trading assistants to resolve all position and cash breaks and all open items
Booking and processing corporate actions in internal systems and in coordination with fund admin and prime brokers
Acting as a liaison with prime brokers and counterparties on reconciling items and reporting improvements
Working with Treasurer and coordinating internal and external position transfers
Processing exercise and expiry actions, including any early exercise, contrary or out of the ordinary instructions
Generating operational management reports, including daily margin and counterparty exposure, FX exposure, boxed position, financing, stock loan, expiry/exercise reports
Maintaining data integrity and static data, including security master, account master, fee rule, and holiday calendar updates
Coordinating with internal teams, such as with development, compliance, counterparty management and fund accounting teams, for strategy on-boardings and system changes
Maintaining internal control standards, monitoring for operational risk, and ensuring compliance with firm wide guidelines

Senior Operations Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Senior Operations

List any licenses or certifications required by the position: PMP, OSHA, HAZWOPER, AWS, APICS, ITIL, SAP, LEAN, WW, ISO

Education for Senior Operations

Typically a job would require a certain level of education.

Employers hiring for the senior operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Engineering, Education, Technical, Computer Science, Finance, Management, Business/Administration, Associates, Science

Skills for Senior Operations

Desired skills for senior operations include:

Site's operating systems in order to ensure operational compliance and correct exception resolution
Complete all necessary records and reports in a timely and accurate fashion
Work management
Mapping and scheduling tools
Excel
Microsoft Office
Lean
SQL
Six Sigma and Kaizen methodologies would be highly advantageous
Call center services industry and best practices

Desired experience for senior operations includes:

Loss Mitigation - initiates referrals for legal action on non performing accounts secured by real estate to maximize recovery proceeds
Retirement Products - Responds to and resolves telephone inquiries from customers, branches and Financial Advisors regarding requirements of individual retirement plans and processing
Proof - Operates a single or multi-pocket proof machine to encode, endorse and balance all incoming batch transactions from branches and departments
Inventory - Coordinates inventory control for Company
ACH Reconciliation - Applies knowledge of ACH rules and regulations and knowledge and theory of accounting function to balance monetary transactions to data captured via-high speed check processing equipment
Trading Administration - provides trading and clerical support for Senior Trader and Sales Representatives

Senior Operations Examples

1

Senior Operations Job Description

Job Description Example
Our company is searching for experienced candidates for the position of senior operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior operations
  • Create the proper infrastructure and management controls - including metrics, quality assurance and capacity planning
  • Responsible for driving operational excellence and efficiency within the region
  • Partners with regional management, office management, resource management, finance, client engagement, delivery and discipline leads to coordinate cross-functional operational decision making
  • Coordinates with national Operations, regional and national Finance on goal setting, budgeting and reporting of regional performance
  • Creates a work environment which is conducive to improved operating efficiencies
  • Provides periodic evaluations of utilization and productivity, ensures data accuracy, and systematically reports these results to the Regional President, EVP, Director of NA Operations, and finance
  • Drives change and brings best practices to the agency and the region
  • Works with regional discipline leads, Resource Management and Finance to develop capacity plans to ensure each department is positioned for success
  • Partners with Finance, Delivery and Client Engagement in revenue realization, management and forecasting and client/regional margin management through alignment of resourcing with client needs and budgets
  • Escalates and communicates priority escalation items to the Team Lead and senior staff
Qualifications for senior operations
  • Foreclosure/Bankruptcy - initiates referrals for legal action on non-performing accounts secured by real estate to maximize recovery proceeds
  • Specific experience with linear and integer programming required
  • A management style that is collaborative, energetic, results-oriented, and innovative
  • At least 10 years experience managing a complex, broad scoped operational environment
  • At least 5 years experience managing both internal teams and vendor relationships
  • Master’s degree in Business Administration (MBA) or a related field
2

Senior Operations Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of senior operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for senior operations
  • Complete revenue, receivable and expense reconciliations
  • Ensure integrity of financial results related to government contracts and grants, revenues, receivables, earned unbilled, and advances, and preparation of related standard journal entries and reconciliations
  • Monitor and follow up on outstanding receivable balances with the funding sources to maximize cash flow, which is critical to the organization
  • Prepare reports to management related to government contracts and grant status and activity, including the production of monthly contract Activity report
  • Assist in the preparation of corporate budgets
  • Assist in the preparation of year-end corporate and periodic contract compliance audits, including retrieving supporting documents and back-up information, as requested
  • Assist in the analysis of net assets released from temporary restrictions (“TRNA”) and the preparation and timely submission of reports required by donors
  • Track and submit billing information to Group Director and billing contact on a monthly basis
  • Review and approve direct reports weekly timecard submissions
  • Prepare and conduct annual performance reviews and other personnel management type
Qualifications for senior operations
  • Consumer Credit Originations/Account Entry (Consumer Credit Operations) - provides Consumer Credit's internal and external customers with superior service in handling and processing support requests
  • Secondary Marketing Operations - completes comprehensive review of credit and legal loan documentation and system data for a select range of mortgage loans products encompassing a select channel of business for retail, correspondent, table funded and/or broker
  • Ensure the consistent delivery of high quality service to the sales force to meet or exceed sales force expectations and service standards
  • Lead, coach and develop staff creating a positive employee experience and building team capability
  • Decision-making and problem solving skills sufficient to interpret and/or analyze factual and conceptual information with the ability to interpret/adapt general procedures or approaches when formulating responses to problems/issues
  • Bachelor's Degree (Masters Degree in Business Management or Operations preferred)
3

Senior Operations Job Description

Job Description Example
Our company is looking to fill the role of senior operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior operations
  • Performing check outs & ins and prepping vehicle for the subsequent hirer
  • Ensure accurate vehicle availability for planning
  • Ensure minimal vehicle “non-utilization”
  • Assist Operations team lead in matching supply and demand for “Just In Time” and coordination activities with vendors
  • Coordinate between shift teams to ensure comprehensive handovers and robust customer experience
  • Prep vehicle for subsequent check out (clean, repair)
  • Accurate updates of vehicle availability in fleet management system
  • Harmonize expectations on vehicle condition with customer (minimal disputes)
  • Work with parallel departments (Sales & service advisor) for smooth handing over of hirer from transactions to vehicle
  • Responsible for KPIs related to the above
Qualifications for senior operations
  • Funds Transfer Risk - Monitors and processes payments failing for insufficient balances, including payments to and/or from accounts which have blocks or stops placed against them
  • Funds Transfer Verification/Control - Reviews, investigates and releases funds transfer transactions within tightly controlled turnaround times
  • Insurance Support/Services - Supports the insurance business by serving as liaison with internal and external parties as required to service processing, underwriting and insurance needs of Company customers
  • Investigations - Investigates complex financial transactions and takes appropriate actions to resolve all global funds transfer related inquiries
  • Production - Verifies letter of credit and documentary collection products data on the system for accuracy and quality control
  • Must be knowledgeable in wire payments, compliance regulations and back office
4

Senior Operations Job Description

Job Description Example
Our growing company is looking to fill the role of senior operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for senior operations
  • Working under tight timelines based on different degrees of risk and criticality
  • Managing multiple investigations at the same time
  • Learning continuously all the different assays and processes in Operations
  • Management and controllership of key activities for Operations such as unallocated cash, overdue invoices, letters of credit
  • Management of quarter end and year-end financial close for Milestone Operations and liaising with Finance
  • Responsible for review of 20 operations monthly reports ensuring appropriate action is taken
  • Operations lead for regulatory and compliance business initiatives
  • Operational lead for cross-functional projects including all corporate-related initiatives and functional business projects
  • Responsible for all contractual documentation for Milestone required for Operational purposes
  • Assisting with the daily break resolution of cash, trade, position exceptions with the Internal Reconciliation team and Fund Administrator
Qualifications for senior operations
  • Excellent analytical skills (Budgeting, Forecast, Review Actuals )
  • Strong communication & networking skills highly developed written and oral communication and presentation skills in English
  • Multiple stakeholder management within the Client organization and requires prior hands on experience and in depth expertise in at least 10-12 years of core helpdesk operations and people management skills
  • Strong Leadership/ Team Building / Decision Making attribute
  • Proficiency in MS Office and fleet management systems
  • Minimum 1 year of relevant work experience in automotive repair preferred, but candidates without relevant experience are also welcome to apply
5

Senior Operations Job Description

Job Description Example
Our growing company is looking to fill the role of senior operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior operations
  • Adapt to a changing schedule including working at various sites
  • May answer correspondence, as directed
  • May image and index documents received, complete departmental database updates, and uses available systems to check on completion of changes
  • Open and track payments received
  • Research and resolve unidentified payments received
  • Return funds to customers as needed
  • Reverse returned funds from loans
  • Process funds from suspense
  • Correct transactions on the servicing system
  • Coordinate for set up of new partners on Keysight portals/applications
Qualifications for senior operations
  • Willingness to be hands-on as needed and proactively assume responsibilities for one’s actions
  • Completes work that requires the development of innovative methods, procedures, products or systems
  • 3 years’ experience in an investment operations capacity(RIA)
  • Knowledge of wealth management and investment product services
  • Experience with Salesforce, Orion and Fidelity Wealth Central and Schwab Advisor Center desirable
  • Independent and self-driven individual capable of big picture conceptualization and problem solving

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