Finance Operations Manager
About The Position
Capital CFO+ is seeking an experienced and highly organized Finance Operations Manager to oversee a portfolio of both for-profit and nonprofit client accounts while leading and supporting our accounting team. This leadership role combines client relationship management, financial oversight, project management, and team supervision to ensure exceptional service delivery across all engagements. The Finance Operations Manager will supervise CFOs and bookkeeping staff, oversee client onboarding and accounting cleanup projects, review financial reports for accuracy and completeness, monitor client deliverables, and partner closely with the Vice President of Accounting to drive operational excellence and consistent client success. The ideal candidate is a collaborative leader who enjoys mentoring others while maintaining high standards of financial accuracy and client service. They are comfortable managing multiple client relationships, leading accounting teams, solving complex financial challenges, and ensuring projects are completed efficiently and effectively. This is an ideal opportunity for an experienced accounting professional with CFO-level expertise who enjoys leading teams, improving processes, and serving as a trusted advisor to clients.
Requirements
- Bachelor's degree in Accounting, Finance, or related field.
- 7+ years of progressive accounting or finance experience.
- Previous experience in a Controller, Finance Manager/Director, CFO, or similar leadership role.
- Must have extensive experience managing finances for non-profit organizations.
- Proven experience supervising and mentoring accounting or finance teams.
- Strong understanding of financial reporting, month-end close, reconciliations, budgeting, and financial analysis.
- Experience leading accounting cleanup projects and transitioning accounting systems.
- Advanced proficiency in QuickBooks Online and Desktop.
- Excellent organizational, communication, and client relationship management skills.
- Ability to manage multiple priorities in a fast-paced, client-service environment.
- Residency local to NYS Capital Region.
Nice To Haves
- Experience managing both nonprofit and for-profit accounting engagements strongly preferred.
- Experience with both CFO level work and bookkeeping preferred.
- CPA preferred but not required.
Responsibilities
- Manage a portfolio of nonprofit and for-profit client engagements.
- Review monthly financial reports for quality and accuracy.
- Provide financial guidance and operational recommendations to clients.
- Ensure all client deliverables are completed accurately and on schedule.
- Lead accounting cleanup projects for new and existing clients.
- Oversee client onboarding, including assessment of accounting records, accounting system setup, and transition planning.
- Support implementation of accounting best practices, internal controls, and standardized procedures.
- Assist with special accounting projects and process improvement initiatives.
- Complete QuickBooks online transitions and training sessions.
- Supervise and mentor a team of CFOs and bookkeepers.
- Provide coaching, training, and performance feedback to accounting staff.
- Manage performance reflections for accounting staff.
- Serve as an escalation point for accounting questions and client issues.
Benefits
- Health insurance
- Opportunity for advancement
- Paid time off
- Vision insurance
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
