About The Position

We are a behavior change marketing and community engagement agency that helps organizations and communities inform, inspire and move people to action on important challenges. We are looking for an Agency Operations & Finance Manager who understands how an agency works, connecting people, projects, budgets, systems, and profitability. This role is part agency operator, part financial leader, and part problem-solver, responsible for keeping our financial foundation strong while improving how we plan, work, and make decisions. The Agency Operations & Finance Manager plays a central role in keeping SE2’s business running effectively, efficiently, and profitably. This position connects agency operations, financial management, project performance, systems, and people processes — helping leadership and teams understand how the business is performing and where we can improve. Reporting to the CEO, this role oversees agency financial operations, project profitability and forecasting, Workamajig administration, and key business and employee operations. The ideal candidate understands how a project-based agency works and how scopes, staffing, utilization, billing, budgets, and systems come together to create a healthy business. Accounting is an important part of the role, including oversight of financial reporting, cash flow, close, compliance, and internal controls. Just as important is the ability to turn financial and operational information into better agency processes, stronger project performance, and smarter business decisions.

Requirements

  • 5–7+ years of experience in agency operations, finance, business operations, project accounting, or a related role within a project-based organization.
  • Strong understanding of project budgets, scopes, staffing, utilization, billing, forecasting, and profitability.
  • Experience overseeing financial operations, including financial reporting, budgeting, forecasting, cash flow, and month-end processes.
  • Ability to translate financial and operational data into practical recommendations for leaders and teams.
  • Experience improving business processes, workflows, and systems.
  • Experience with agency management, ERP or accounting systems; Workamajig experience preferred.
  • Strong analytical, organizational, and communication skills, with the ability to balance strategic thinking and hands-on execution.
  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent relevant professional experience.

Nice To Haves

  • Experience in an advertising/marketing agency, professional services firm or similar project-driven business is strongly preferred.
  • Previous supervisory experience preferred.

Responsibilities

  • Manage agency operations & project performance
  • Lead financial management & client billing
  • Oversee business systems and administration
  • Team leadership

Benefits

  • Health insurance
  • Vision and dental insurance
  • Phone stipend
  • 401(k) plan with company match
  • Paid time off, including Flex Days and holidays
  • Employee Assistance Program (EAP)
  • Short-term and long-term disability insurance
  • Group term life insurance
  • Profit-sharing tied to company performance and individual goals
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