Business Finance IFMS Operations Director

Business Finance – IFMS Operations Director (IDD Services)

Summary

The IFMS Operations Director partners with Field Operations, Field Finance, and Treasury to oversee the administration of the Individual Funds Management System (IFMS) for an assigned Operating Group. This role serves as the IFMS Subject Matter Expert (SME) and provides guidance, training, and troubleshooting support to field teams. The director identifies opportunities for process efficiencies, recommends improvements, and implements corrective actions to strengthen compliance and performance. In addition, the director works closely with each Operating Group’s Senior Business Directors to coordinate internal controls and support change management to ensure ongoing adherence to key control requirements.

Essential Job Functions

To perform this role successfully, an individual must be able to perform the following essential functions:

Business Partnership & Collaboration

• Serve as a key business partner to Field Operations, Field Finance, Treasury, and National Datacare (vendor).
• Provide ongoing support and consultation to ensure effective IFMS execution in the field.

Policies, Procedures & Training

• Train and provide oversight of IFMS policies and procedures for state leads.
• Ensure consistent adherence to established policies and operating standards.
• Develop standard operating models for state teams to follow when using IFMS.
• Ensure proper segregation of duties across IFMS functions.
• Serve as the Implementation Manager for new acquisitions as applicable.

IFMS System Administration

• Provision and manage new user access within the IFMS application.
• • Act as Business Owner for Easy Vista provisioning.
• Coordinate with field teams to maintain and update contact lists, including U.S. Bank user lists:
• • Authorized Employees
  • Authorized Adjustment Account users
  • Phone contact lists
• Obtain quarterly user access reports and distribute to state leads for review/approval.
• Perform routine system maintenance and troubleshooting, including:
• • Resetting passwords
  • Resolving cardholder data, balance, and transaction issues
  • Reviewing Security Groups and monitoring group additions

Process Improvement & Business Enhancements

• Gather feedback from field users and stakeholders to identify opportunities for efficiency.
• Recommend improvements to senior leadership and support implementation of enhancements.

Vendor Management

• Partner with the vendor to resolve system issues.
• Provide input on system updates and enhancement opportunities.

Quality Assurance & Controls

• Conduct quality reviews in the field to confirm processes are being followed; implement corrective action as needed.
• Verify CCA payments align with Treasury/SSC reporting.

Reporting & Monitoring

• Distribute weekly balance reports and user listing reports to state leads.
• Process, review, and take action on corporate reports including:
• • ACH Fraud Report
  • Disbursements vs. Offsets Multi
  • Negative Balance Accounts Report
  • Resident Balances Report
  • Z Score Report
• Review U.S. Bank reports and take action as needed, including:
• • Cardholder Information Exception Report
  • Cardholder ID Verification Report
  • Funding Reject Report
  • Account Reconciliation Report

Additional Duties

• Perform other related duties and responsibilities as assigned.

Supervisory Responsibilities

This role may supervise and direct assigned staff, including scheduling, onboarding, training, and performance evaluations. Responsibilities may also include involvement in hiring decisions, promotions, salary actions, corrective actions, and terminations, and addressing employee issues within the scope of the position.

Minimum Knowledge, Skills, and Abilities Education and Experience

• Bachelor’s degree required (Finance or Accounting preferred) or equivalent combination of experience and training.
• Minimum of 7 years of high-level financial analysis experience (or equivalent).
• Strategic planning and business development experience, including RFP support, preferred.

Certificates, Licenses, and Registrations

• None required.

Skills and Abilities

• Strong working knowledge of desktop computer applications.
• Advanced Excel proficiency required.
• Strong analytical skills, including the ability to draw conclusions and make recommendations.
• Effective interpersonal and collaboration skills with a solution-focused approach.
• Ability to develop and deliver presentations and communicate across all levels of leadership.
• Strong project management skills.

Other Requirements

• Ability to travel as needed.

Physical Requirements

• Sedentary role requiring the ability to exert up to 10 pounds of force occasionally and/or negligible force frequently.
• Work involves sitting most of the time with occasional walking and standing.

AMERICANS WITH DISABILITIES ACT STATEMENT

External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential job functions either unaided or with assistance of a reasonable accommodation to be determined on a case by case basis via the interactive process.