Financial Operations Manager (San Francisco) at Supporting Strategies | CA, US | Rezi

Financial Operations Manager (San Francisco) at Supporting Strategies

Financial Operations Manager (San Francisco)

Supporting Strategies · CA, US

1 months ago

Financial Operations Manager (San Francisco)

Supporting Strategies · CA, US

2 months ago
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About the Role

This highly impactful, hands-on role utilizes client service management expertise and accounting knowledge to drive a positive client experience. Extensive management experience and the ability to develop a team will help continue to build Supporting Strategies’ reputation as a wonderfully unique place to work.

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 process for all assigned client engagements in accordance with defined process.
  • Build trusted advisor relationships with client executives by gaining an in-depth understanding of their business needs and objectives to proactively identify issues and provide solutions.
  • Implement the technology toolbox as applicable on all client engagements to drive efficiency and client value.
  • Partner with members of the Talent Acquisition team and Managing Director to manage the hiring process for remote accountants.
  • 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 the 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.

Requirements

  • Must be authorized to work in the U.S.
  • Experience in a multi-client environment
  • Experience working with small to mid-sized businesses
  • 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.

Skills

  • Client service management
  • Accounting knowledge
  • Leadership skills
  • Team development

Location

  • Remote

Work Type

  • Part-time

Experience Level

  • 10+ years of related accounting experience
  • 4+ years of hands-on management experience including hiring, training, and developing a highly engaged service-oriented team is highly preferred

Education Level

  • Bachelor’s degree in Accounting, Finance or related field

Salary/Compensations

  • $90,000—$100,000 USD

About the Company

  • Empowering small business owners by taking accounting and operation support functions off their plates, allowing them to focus on their core business.
  • Experienced professionals use cloud-based technology, virtual infrastructure, and proven processes to deliver a full suite of outsourced accounting services.
  • Business growth has created fantastic opportunities for accountants who thrive on providing exceptional client service while seeking optimal work-life balance, as well as the strength of a Franchise network community of >700 employees and more than 100 offices across the U.S.

Equal Opportunity

  • Supporting Strategies is deeply committed to creating a diverse and inclusive workforce. A diverse workforce is not just attained but is built upon a culture of inclusion and belonging. Supporting Strategies is an Equal Opportunity Employer.