Financial Operations Manager (San Francisco)

Supporting Strategies•San Francisco, CA

1d•Remote

About The Position

Supporting Strategies is empowering small business owners by taking accounting and operation support functions off their plates, allowing them to focus on their core business. Supporting Strategies’ experienced professionals use our cloud-based technology, virtual infrastructure, and proven process 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. This is a part-time, highly impactful, hands-on role where you will utilize your client service management expertise and accounting knowledge to drive a positive client experience. Your extensive management experience and ability to develop a team will help continue to build Supporting Strategies’ reputation as a wonderfully unique place to work.

Requirements

Must be authorized to work in the U.S.
A minimum of a bachelor’s degree in Accounting, Finance or related field is required.
10+ years of related accounting experience is required
Experience in a multi-client environment
Experience working with small to mid-sized business
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.

Nice To Haves

A minimum of 4+ years of hands-on management experience including hiring, training, and developing a highly engaged service-oriented team is highly preferred.

Responsibilities

Demonstrate thorough understanding of professional accounting and bookkeeping practices and support the team in providing exceptional accounting and operational service to our clients.
Oversee client onboarding process for all assigned client engagements in accordance with defined process.
Build trusted advisor relationship with client executives by gaining an in-depth understanding of their business needs and objectives to proactively identify issues and provide solutions.
Implement our technology toolbox as applicable on all client engagements to drive efficiency and client value.
Partner with members of our Talent Acquisition team and your Managing Director to manage the hiring process for remote accountants assigned to you. This will include reviewing pre-screened candidates, interviewing, and providing timely feedback.
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 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.