
Financial Operations Manager
19 hours ago
This role involves overseeing financial operations for multiple clients and entities, encompassing tasks such as monthly reconciliations and check writing.
The successful candidate will collaborate with the Director of Accounting and clients to ensure all expenses are accurately reported and paid.
Main Responsibilities- Maintain accurate and up-to-date QuickBooks files for multiple clients and entities, including timely completion of monthly reconciliations and check writing.
- Coordinate with the Director of Accounting and clients to guarantee all expenses are properly documented and paid.
- Support a range of accounting functions for various clients, including trusts, investment entities, operating companies, and private foundations.
- Develop and prepare cash flow analyses, financial forecasts, budgets, and other analytical tools to support business decision-making.
- Assist in preparing client and board meetings, providing financial analysis as required.
- Oversee the monthly close process and bookkeeping function, ensuring accuracy and timeliness.
- Review and reconcile monthly statements from third-party institutions.
- Promote effective financial controls and adherence to best practices throughout all financial operations.
- Minimum of 4 years of relevant accounting experience.
- Desirable experience with complex family groups, trusts, investment partnerships, or philanthropic entities (or comparable environments).
- Strong business acumen, attention to detail, and problem-solving skills.
- Proficiency in QuickBooks Online and intermediate-level Excel skills.
- Excellent client service orientation and communication skills.
- Able to work effectively with multiple generations of clients and adapt to their needs.
- Highly self-motivated, collaborative, and comfortable working in a small-team environment.
- Intellectually curious and eager to grow within a dynamic setting.
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