Chief Financial Operations Manager

The Senior Accounting Manager plays a key leadership role in overseeing and optimizing the company's accounting operations, driving revenue growth, and ensuring exceptional client service.

This role is responsible for managing and mentoring cross-functional teams, developing and executing operational strategies, and driving efficiency across core pillars—people, process, and technology.

The Senior Accounting Manager collaborates with executive leadership to develop budgets, analyze financial performance, and provide strategic insights to support business growth.

With a focus on continuous improvement, this role conducts workflow and FTE analyses, identifies and resolves operational issues, and implements best practices to enhance overall efficiency.

• Manage all aspects of the company's operations, as assigned, alongside other senior personnel, with a focus on world-class quality, best practice, excellent client delivery, and aligned with the company's mission and vision.
• Enhance the company's performance by focusing on the right balance between efficiency and effectiveness of the core operating pillars: people, process, and technology.
• Develop operational strategies to build the company for scale, by benchmarking key service platforms to best practice standards, and enabling a 'cut and paste' system to take on future clients.
• Drive revenue growth by enhancing operational efficiency and optimizing resource utilization, aiming for a significant increase in revenue per FTE through process improvements, strategic planning, and performance optimization.
• Conduct FTE analysis and optimize workflows to benchmark performance and enhance resource efficiency.
• Perform root cause analysis of operational issues, collaborating with teams to develop lasting solutions.
• Evaluate the company's financial position and initiatives, identifying growth opportunities and providing data-driven insights.
• Provide strategic advice to executive leadership, offering insights that strengthen market position and drive growth.
• Determine and identify the technology requirements and coordinate with the CTO to align the right people and appropriate technology to service our clients.
• Oversee hiring and staffing strategies to align with client demands, projected sales initiatives, and business growth.
• Manage high-level client interactions, providing expert guidance on intricate financial analyses and proactively addressing complex concerns to foster strong, long-term client relationships.
• Assign responsibilities effectively, manage workloads, and ensure equitable task distribution to maintain team efficiency and morale.
• Establish, monitor, and analyze key performance indicators (KPIs) to track progress, measure team performance, and drive accountability across all levels to ensure the achievement of key business objectives.
• Develop and share key risk indicators (KRIs) and metrics with executive management to effectively manage risks and capitalize on growth opportunities.
• Perform thorough reference checks, internal consistency reviews, and grammar assessments to ensure all outputs meet the firm's high-quality standards and align with its values and professional excellence.
• Act as a technology and systems advocate, promoting the adoption of internal protocols and driving enhancements to optimize efficiency and accuracy.
• Uphold firm ethics by raising compliance-related concerns, monitoring staff adherence to regulations, and ensuring consistent application of ethical standards.
• Collaborate closely with internal teams to foster alignment and cohesion, ensuring a unified, organization-wide approach rather than a siloed, portfolio-focused mindset.