Financial Operations Manager (San Francisco)

Overview

This role is sourced from a job board.

The organization is seeking an experienced Accounting Manager to lead and support a remote team of experienced, client-facing accountants on a part-time basis. This hands-on position uses client service management expertise and accounting knowledge to drive a positive client experience.

Responsibilities

• Demonstrate thorough understanding of professional accounting and bookkeeping practices and support the team in providing exceptional accounting and operational service to clients.
• Oversee client onboarding for all assigned client engagements in accordance with defined processes.
• Build trusted advisor relationships with client executives by developing an in-depth understanding of business needs and objectives, proactively identifying issues, and providing solutions.
• Implement the organization’s technology toolbox as applicable across client engagements to drive efficiency and client value.
• Partner with the Talent Acquisition team and your Managing Director to manage hiring for remote accountants assigned to you, including reviewing pre-screened candidates, interviewing, and providing timely feedback.
• Orient and train newly assigned accountants in accordance with standard process; provide ongoing coaching and review work to ensure high-quality outsourced accounting and operational services.
• Monitor team 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 for guidance on client tasks and/or resolution of client issues for assigned team members.
• Balance workflow by aligning client needs with teams’ expertise and capacity in accordance with predetermined budgets; maintain profit margin for assigned clients and team.

Requirements

• Must be authorized to work in the U.S.
• Minimum of a bachelor’s degree in Accounting, Finance or related field.
• 10+ years of related accounting experience.
• 4+ years of hands-on management experience, including hiring, training, and developing a highly engaged service-oriented team (highly preferred).
• Experience in a multi-client environment.
• Experience working with small to mid-sized business.
• Experience using QuickBooks or similar cloud-based accounting software in a professional organization.
• Confidence in learning and embracing new technology to solve issues.
• Willingness to follow established policies and procedures consistently and accurately.
• Ability to develop strong remote team and client relationships based on trust, accountability, integrity, and sharing of best practices.
• Dedicated distraction-free workspace with access to reliable, high-speed internet connection.

Compensation & Benefits

• Pay range: $90,000 - $100,000 USD

Location

Remote / part-time role (U.S. work authorization required).