Manager CFA Operations Center of Excellence - Tampa, United States - Zenith American

Description

Job Description

Title: Manager CFA Operations Center of Excellence Department: Operations Admin Support

Bargaining Unit: NBU Grade: N/A

Position Type: Exempt Hours per Week: 40

Position Summary

The Manager, Client Fund Accounting (CFA) Operations Center of Excellence is responsible for the compliance, effectiveness, and excellence of the CFA organization's daily operations related to the administration and processing of health and welfare and pension benefits in accordance with Company guidelines, client needs, and regulatory requirements.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities

• Provides leadership and oversight to the CFA Operations Center of Excellence Auditor, ensuring Trust Accounting (TA) and Accounts Receivable (AR) operations are delivered with supreme quality.
• Manages auditing of client tax payments, fund transfers, and contribution rates.
• Collaborates closely with the CFA Operations Vice Presidents, Directors, Managers, and staff to ensure services are delivered according to national and client-specific standard operating procedures (SOPs).
• Manages and monitors national and client-specific SOPs to ensure they are consistently reviewed and maintained.
• Ensures all applicable clients are implemented and maintained within the tax tool workflow for all applicable client tax filings and payments including but not limited to federal, state, local, PBGC, and PCORI.
• Ensures all client tax payments are completed timely and accurately.
• Works with TA team (and legal team when necessary) to support tax abatements and correspondence with government entities.
• Ensures the TA accounts payable team is following appropriate procedures and monitors reports to ensure timeliness in collaboration with the VP Trust Accounting.
• Ensures clients are implemented and maintained within the month end checklist/reconciliation tool.
• Ensures appropriate automation through source system of all participant checks.
• Responsible for reviewing and managing AR contributions and collections in collaboration with VP Accounts Receivable.
• Works with the applicable staff to ensure check signatures are current, and correctly and appropriately maintained.
• Participates in client implementations to ensure new clients are setup appropriately in all financial systems including the month end reconciliation/checklist, accounts payable, the tax tool, and applicable IRS and state tax registrations are completed. Ensures new client CFA SOPs are documented and uploaded to knowledge tool intranet site and ensures TA staff have uploaded appropriate banking setup documentation to the appropriate electronic location.
• Responsible for ensuring all client banking data is appropriately maintained according to SOPs.
• Ensures stale/expired check processes are being followed and completed timely.
• Ensures compliance with the external client audit SOP and reviews audit findings to determine areas for improvement and actions to be taken as necessary.
• Evaluates opportunities to improve the efficiency and effectiveness of the vacation checks process and payroll services.
• Mentors, coaches, collaborates, and leads by consistently exhibiting leadership qualities consistent with Company values and mission.
• Ensures sufficient and appropriate business processes and operational controls are in place to support the CFA organization's short- and long- term goals and strategies.
• Evaluates existing processes across CFA functional areas and develops efficiencies and performance improvements.
• Develops policies, practices and procedures that support and drive efficient CFA operations, organizational growth, and client satisfaction. Continually monitors effectiveness of CFA operations; works with CFA Vice Presidents to make operational adjustments as needed.
• Performs other duties as assigned.
  

Minimum Qualifications

• Bachelor's degree in business, accounting, finance, or related field.
• Eight to ten years of progressive financial or accounting operations and/or audit experience.
• Strong familiarity and understanding of third-party administrator operations and Taft-Hartley provisions and implications.
• Experience with federal, state, and local tax filings and payments.
• Understanding of labor unions with the knowledge and experience necessary to effectively navigate these complex business landscapes.
• Exceptional written and verbal communications skills, able to communicate effectively with people at all levels of the organization.
• Ability to effectively collaborate, coach, and drive to action individuals at all levels of the organization.
• Willingness to travel as necessary to meet strategic objectives and fulfill commitments to all stakeholders.
• Understanding of systems and applications used in the delivery of Taft-Hartley accounting services
• Computer proficiency including MS Office tools and applications.

*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Disability Accommodation

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at -, and we would be happy to assist you.

Zenith American Solutions. Real People. Real Solutions. National Reach. Local Expertise.

We are currently seeking an experienced Manager CFA Operations Center of Excellence with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 40 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more

Internals to Apply:

If you meet the minimum qualifications and are interested in applying for the above position, please submit an application.