Financial Operations Manager

Financial Operations Manager (Fairfax, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this manager role, we are seeking a candidate with proven experience in process management, financial controls, and data oversight to help advance the accounting workflows. If you are a detail oriented person, this may be an opportunity for you!

Responsibilities:

Financial Operations & Controls Support core accounting and financial operations activities across multiple processes, including (but not limited to) fee calculation and revenue-related workflows Ensure accuracy and consistency in the application of financial rules, schedules, and underlying assumptions Identify control gaps, design mitigating controls, and support ongoing audit and regulatory readiness efforts Process Design and Documentation Design, document, and maintain process narratives across financial operations and accounting Establish repeatable workflows, control checkpoints, and ownership clarity to improve consistency and scalability Partner with Accounting leadership to formalize processes that are currently undocumented or reliant on institutional knowledge Collaborate with IT and Operations to ensure data integrity and system alignment for accounting Lead mock billing runs and reconciliation processes to ensure audit readiness Data Review & Validation Review and validate financial and operational data received from internal systems and third-party partners Investigate and resolve data discrepancies, root cause issues, and process breakpoints Collaborate with IT, Operations, and Data teams to improve data integrity and system alignment Partner with compliance to ensure billing practices meet fiduciary and regulatory standards Fee Calculation & Validation Own the monthly and quarterly billing outcome 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 Reporting & Analysis Generate billing summaries, variance reports, and revenue forecasts Support Finance and Client Service teams with billing-related inquiries and reporting needs Respond to internal stakeholder inquiries related to financial operations and process execution Continuous Improvement Identify opportunities to improve efficiency, automation, and scalability across accounting and financial operations Participate in cross-functional initiatives to modernize systems, improve documentation, and strengthen the control environment Contribute to the evolution of internal controls as business needs and platforms change

Requirements:

Bachelor's degree in Accounting, Finance, or related field 8+ years of experience in accounting, financial operations, or related function Experience in the RIA or retirement plan industry strongly preferred Strong understanding of internal controls, process design, and financial operations best practices Advanced Excel skills; experience with billing platforms (e.g., Orion, Black Diamond, or similar) a plus Detail-oriented with strong analytical and problem-solving skills Excellent communication and collaboration abilities Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $94,500 - $126,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com . © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates . California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com . 1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025.