Description

We are HALO! We connect people and brands to create unforgettable, meaningful, and lasting experiences that build brand engagement and loyalty for our over 60,000 clients globally, including over 100 of the Fortune 500. Our nearly 2,000 employees and 1,000 Account Executives located in 40+ sales offices across the United States are the reason HALO is #1 in our $25B industry.

If you are an experienced, inspirational leader interested in being a part of our growth trajectory as a catalyst of positive change and looking to join a fast-paced, high-energy culture built on the values of Ingenuity, Determination, and Inclusivity, then we want to speak with you!

The Sr. Manager/ Director, Financial Operations will begin their tenure by overseeing the daily functions of the Credit department, ensuring efficient and effective management of all credit activities. This role involves preparing and presenting financial reports, managing staff workflow, reviewing significant orders and accounts, with an opportunity to modernize credit policies and procedures through process and technology improvements. The Sr. Credit Manager will also be responsible for staff development, performance evaluations, and fostering professional relationships with internal and external stakeholders. The ideal candidate will have a strong background in accounting or finance, excellent leadership skills, and a proven ability to manage and grow a high-performing team. This role will grow to oversee other financial operations teams as well.

Reporting to the SVP of Operations, as the Sr. Manager/ Director, Financial Operations you will embrace the vision of a technology-enabled, world-class team. You will build on that vision by optimizing people, process, and technology. The team is located locally to Halo’s corporate headquarters in Sterling, IL, domestically remote, along with a partnership with an offshore team. Your vision will include fostering a customer-centric mindset with focus on coaching and developing leaders of the future, exceeding key performance indicators while driving efficiency gains through automation, inclusive of workflow management and technology improvements.

HALO is committed to its hybrid workplace model and believes bringing teams together in person on common days is essential to operate as One HALO. As part of this effort, this role requires a weekly office visit 1x a week to Sterling, IL.

Core Responsibilities

Prepare and present comprehensive reports and end-of-month financial reports for management review.
Manage departmental workflow by delegating tasks to staff and intervening with account executives, sales leaders, and other internal stakeholders as necessary.
Review and approve orders over $75K and conduct quarterly reviews of accounts over $250K to validate credit limits.
Analyze Credit Safe reports and customer financials to recommend appropriate credit limits.
Develop, modernize, enforce, and monitor Credit department policies and procedures.
Oversee staff performance, provide coaching, assist with recruiting new staff, and develop employees.
Prepare and deliver performance reviews, suggest merit increases, and communicate recommendations to employees.
Facilitate monthly departmental meetings and conduct weekly 1:1 meetings with the Team Lead and team members.
Serve as a liaison between the Credit team and Account Executives/Management.
Review and approve weekly timecard reports, track overtime, and time-off requests.
Perform other duties as assigned.

Requirements

Required Education/Experience:

Bachelor’s Degree in Accounting, Business, or Finance.
3+ years of Credit and supervisory experience, or an equivalent combination of education and experience.

Required Skills:

Have a proven ability to lead by example and positively influence the growth of direct reports.
Embrace strong analytical, problem-solving, and organizational skills.
Have excellent verbal and written communication skills.
Have proficiency in Microsoft Word, Excel, TEAMs, and general ledger accounting software.
Maintain a strong understanding of accounting concepts, practices, and procedures.
Exhibit effective time management skills with the ability to multi-task under pressure and meet deadlines.
Naturally project a positive and professional demeanor with outstanding interpersonal skills.
Live within a 4-hour radius of Sterling, IL.
Maintain the flexibility and ability to work effectively in a team environment.

Compensation

The estimated base salary range for this position is between $80,000 - $120,000 USD. Compensation decisions consider a wide range of factors including education, experience, licensure, certifications, geographic location, and internal equity.

More about HALO

At HALO, we unleash the energy of our client's brands and amplify their stories to capture the attention of those who matter most. For that reason, more than 60,000 small- and mid-sized businesses work with HALO and have made us the global leader of the branded merchandise industry.

Career Advancement: At HALO, we love promoting from within. Internal promotions have been the key to our exponential growth in the last few years.
Culture: We love working here and know that you will too. You can expect a positive culture of ingenuity, inclusion, and relentless determination.
Recognition: You're going to succeed here, and you can count on us to celebrate your wins.
Flexibility: We pride ourselves on flexible schedules that help you find a balance between professional and personal demands.
Stay well at HALO: At HALO, we have benefits that support all parts of your life and to find a work-life balance custom to you.

HALO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

HALO participates in E-Verify. Please see the following notices in English and Spanish for important information: E-Verify Participation and Right to Work.

HALO is committed to working with and providing reasonable accommodations to individuals with disabilities.

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Sr. Manager/ Director, Financial Operations - Credit