Financial Operations Manager jobs in United States
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Supporting Strategies · 5 months ago

Financial Operations Manager

Supporting Strategies is a company that empowers small business owners by providing outsourced accounting services. The Financial Operations Manager will oversee client onboarding, build trusted relationships with clients, manage a remote team of accountants, and ensure high-quality service delivery.

ConsultingFinancial ServicesLegal
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Responsibilities

Demonstrate thorough understanding of professional accounting and bookkeeping practices and support the team in providing exceptional accounting and operational service to our clients
Oversee client onboarding process for all assigned client engagements in accordance with defined process
Build trusted advisor relationship with client executives by gaining an in-depth understanding of their business needs and objectives to proactively identify issues and provide solutions
Implement our technology toolbox as applicable on all client engagements to drive efficiency and client value
Partner with members of our Talent Acquisition team and your Managing Director to manage the hiring process for remote accountants assigned to you. This will include reviewing pre-screened candidates, interviewing, and providing timely feedback
Orient and train newly assigned accountants in accordance with Supporting Strategies’ standard process
Provide ongoing coaching to deliver superior outsourced accounting and operational services
Review accountants’ work to ensure highest quality of service to Supporting Strategies’ clients
Monitor team member performance by reviewing quality of work, adherence to protocols, timeliness of deliverables and adherence to client budgets
Provide coaching and feedback as needed
Schedule and lead annual performance reviews in accordance with defined process
Serve as a resource to all assigned team members for guidance on client tasks and/or resolution of client issues
Balance workflow by aligning client needs with teams’ expertise and capacity in accordance with predetermined budgets
Maintain profit margin for assigned clients and team

Qualification

AccountingClient service managementManagement experienceQuickBooksMulti-client environmentTeam developmentTrainingCoachingRemote team managementProblem-solving

Required

Must be authorized to work in the U.S
A minimum of a bachelor's degree in Accounting, Finance or related field is required
10+ years of related accounting experience is required
Experience using QuickBooks or similar cloud-based accounting software for/in a professional organization
Confidence in learning and embracing new technology to solve issues
Willingness to follow established policies and procedures consistently and accurately
A passion for and sense of personal satisfaction in delighting clients and helping small businesses succeed
Ability to develop strong remote team and client relationships based on trust, accountability, integrity, and sharing of best practices
A dedicated distraction free workspace with access to reliable, high-speed internet connection

Preferred

A minimum of 4+ years of hands-on management experience including hiring, training, and developing a highly engaged service-oriented team is highly preferred
Experience in a multi-client environment
Experience working with small to mid-sized business

Company

Supporting Strategies

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Supporting Strategies is an accounting company that offers bookkeeping and operational support services to small businesses.

Funding

Current Stage
Growth Stage

Leadership Team

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Leslie Jorgensen
Founder & CEO
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AJ Dellicicchi
Vice President, Development & Technology
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Company data provided by crunchbase