Bambi Derby — Operations Manager · Plumb Bill Pay

Bambi Derby — Operations Manager · Plumb Bill Pay · San Diego, California, United States.

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About

Family office operations leader responsible for overseeing disbursements, payment workflows, and day-to-day operational execution within a controlled, SOC 2–aligned environment. Brings deep experience in accounts payable, client disbursements, and financial operations, with a focus on building reliable processes, maintaining strong internal controls, and leading teams that execute consistently and accurately. Emphasizes discipline, documentation, and clear ownership to reduce operational risk and support auditability. Works closely with accounting, IT, security, and leadership to ensure payment operations scale responsibly, exceptions are handled appropriately, and teams operate within defined procedures designed to protect clients and maintain trust.

Experience

Operations ManagerCurrent
Plumb Bill Pay · La Jolla, CA
Mar 2025 – Present
Operational Oversight & Controls - Oversee family office disbursement operations, including bill pay, wires, and recurring payments, within documented workflows and approval structures. - Ensure payment processes align with internal controls designed to reduce operational and fraud risk. Team Leadership & Execution - Lead and support operations staff responsible for payment execution, verification, and exception handling. - Establish clear procedures, review protocols, and escalation paths to promote consistency and accountability. Risk Management & Audit Support - Monitor adherence to control requirements, segregation of duties, and verification steps across payment workflows. - Support SOC 2 evidence needs through documentation, process consistency, and operational discipline. - Coordinate with accounting, IT, and security teams to address exceptions, process gaps, or control improvements. Continuous Improvement - Identify operational inefficiencies and implement process refinements that improve accuracy, turnaround time, and control effectiveness without increasing risk.
Accounts Payable Lead
Werner Enterprises · Omaha, NE