Accounting & Operations Manager

Vector Advisory Services•Fort Lauderdale, FL

About The Position

Vector Advisory is the go-to partner for private equity firms, family offices, and their portfolio companies. We provide cross-functional leadership to drive successful merger and acquisition integration and portfolio company on-boarding. We also deliver best practice solutions across the office of the CFO, providing interim management and financial transformation services to optimize accounting transaction processing and financial reporting. We are passionate about our clients’ businesses, and we pride ourselves on meeting our commitments to service, timeliness, and quality. Our team is comprised of professionals with diverse experience, including professional services delivery at Big 4 to boutique advisory consulting firms as well as industry leadership experience ranging from start-ups to large multi-national businesses. At Vector, we believe every team member’s individual experiences, capabilities, talents, and perspectives lead to the best solutions and delivery outcomes for our clients. We are looking for team players who want to be challenged and grow with us. Vector offers a great salary and top-tier benefits. In addition, we pay for cell phone/internet, training opportunities, and dues for professional associations. We also provide mentorship and on-going training on recent issues, trends, etc. in our field. To foster a strong culture, we participate in virtual and in-person social and professional events throughout the year. Purpose Statement As a part of Vector Advisory, this role ensures the integrity of the company’s financial information by overseeing and executing operational accounting processes. This role will also prepare financial reports and support leadership with clear financial updates and operational insights to guide strategic decision-making. Additionally, this role covers portions of HR administration and general operations coordination.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
5-10 years of relevant experience in accounting, finance, business operations, or a similar role
Strong working knowledge of general accounting principles, financial reporting, and bookkeeping practices
Hands-on experience managing accounts payable, accounts receivable, invoicing, and general ledger activities
Experience preparing monthly financial reports, budgets, and cash flow forecasts for leadership teams
Direct experience processing payroll and administering employee benefits programs
Familiarity with federal, state, and local payroll tax requirements and filings
Experience supporting HR operations, including onboarding/offboarding, HR documentation, and benefits administration
Demonstrated ability to manage multiple operational functions, including finance, payroll, HR administration, and vendor coordination
Experience coordinating with external accountants, tax advisors, payroll providers, or auditors
Proficiency with QuickBooks (or similar accounting software) and HRIS platforms such as BambooHR or equivalent
Strong proficiency with Microsoft Office Suite, particularly Excel, and comfort working with financial data and reporting
Strong organizational skills and attention to detail, with the ability to maintain accurate financial and administrative records
Excellent analytical and problem-solving skills, with the ability to interpret financial information and identify trends
Strong communication and interpersonal skills, including the ability to present financial information clearly to non-financial stakeholders and leadership
Demonstrated ability to build and improve operational processes, systems, and internal controls
High level of integrity, professionalism, and discretion when handling sensitive financial and employee information
Ability to manage multiple priorities and meet deadlines in a fast-paced, startup environment
Resourceful and collaborative, with a hands-on approach and the ability to work independently while supporting cross-functional teams
Willingness and ability to travel; must have reliable transportation

Nice To Haves

CPA preferred, but not required
Working knowledge of business operations tools (e.g., Harvest, Asana, or similar platforms) preferred
Self-motivated, accountable, humble, enthusiastic, and a great sense of humor!

Responsibilities

Oversee the company’s day-to-day financial operations and maintain accurate financial records to support reporting, decision-making, and regulatory compliance.
Manage general accounting and bookkeeping functions using QuickBooks, including journal entries, account reconciliations, and maintenance of the general ledger
Oversee client invoicing, accounts receivable, accounts payable, vendor disbursement, and treasury processes, ensuring timely collections and vendor payments
Maintain accurate financial records and supporting documentation
Prepare monthly, quarterly, and annual financial reports for leadership
Monitor company cash flow and assist with short- and long-term cash forecasting
Support leadership with annual budgeting and periodic financial forecasts
Track company performance against budget and identify key variances
Provide financial insights and reporting to support operational and strategic decision-making
Administer payroll and employee benefits programs while ensuring accuracy, compliance, and a positive employee experience.
Interface with PEO
Process payroll using QuickBooks Payroll, including wage calculations, direct deposits, and payroll reporting
Manage federal, state, and local tax withholdings and filings
Prepare and distribute year-end tax documents, including W-2s and 1099s
Administer unemployment and workers compensation insurance, payroll adjustments, and wage garnishments as needed
Verify employee benefits programs deductions including health, dental, and vision insurance; 401(k) plans; life and disability coverage
Coordinate benefits enrollment, renewals, and employee communications
Administer COBRA compliance and related benefits requirements
Serve as the primary point of contact for employee payroll and benefits inquiries
Support key HR operations and employee lifecycle processes using BambooHR to maintain organized and compliant employee records.
Maintain employee records, HR documentation, and personnel files
Coordinate employee onboarding and offboarding processes, including new hire documentation and final pay compliance
Conduct background checks and support employment verification processes
Assist with benefits enrollment and employee status changes
Coordinate with external HR advisors or benefits providers when needed
Ensure compliance with employment laws, tax requirements, and financial reporting obligations while coordinating with external advisors.
Maintain compliance with federal, state, and local employment regulations
Manage employment eligibility verification and I-9 documentation
Administer workers’ compensation coverage, claims management, and related audits
Support workplace safety initiatives and OSHA-related compliance efforts
Coordinate with external accountants, tax advisors, payroll providers, and other professional partners
Assist with annual tax preparation, financial statement reviews, and external reporting requirements
Prepare documentation for financial reviews, audits, or investor requests
Support operational efficiency and continuous improvement of financial and administrative processes across the organization.
Maintain and improve financial and administrative systems, including QuickBooks, BambooHR, and related expense or bill-pay platforms
Implement and maintain internal financial controls and operational procedures
Identify opportunities to streamline workflows and improve operational efficiency
Manage vendor setup, documentation, and W-9 records
Review and process employee expense reimbursements and monitor company expense activity
Support leadership with operational reporting, business metrics, and special projects