Financial Operations Manager

Trove • Salt Lake, UT

15d

About The Position

As a Financial Operations Manager, you will oversee financial processes, reporting, and operational efficiencies for client engagements. You will manage accounting functions, ensure compliance with financial regulations, and support technology-driven solutions to enhance financial operations. This role requires strong expertise in financial reporting, investment tracking, tax planning coordination, and team leadership.

Requirements

• Bachelors degree required; CPA, CFA, MBA, or equivalent financial designation preferred.
• 6+ years of experience in financial operations, accounting, or wealth management.
• Strong experience in investment reporting, financial controls, and regulatory compliance.
• Proven ability to enhance financial processes and operational efficiency.
• Excellent communication and problem-solving skills, with the ability to manage client relationships effectively.
• Experience with financial systems such as Sage Intacct, NetSuite, or Addepar.

Responsibilities

• Client Financial Management Oversee financial operations for client accounts, ensuring accuracy, efficiency, and compliance.
• Support financial reporting, including the preparation and review of financial statements, investment reports, and asset consolidation.
• Implement financial controls and risk management protocols to safeguard client assets.
• Collaborate with external tax advisors to support tax planning and compliance efforts.
• Ensure adherence to regulatory requirements, including trust and estate planning considerations.
• Assist in managing multi-jurisdictional tax and regulatory matters to mitigate risks.
• Operational Excellence & Technology Drive process improvements to enhance financial reporting accuracy, automation, and efficiency.
• Leverage financial technology platforms (e.g., Sage Intacct, NetSuite, Addepar) to improve reporting and data integrity.
• Identify opportunities for process automation and scalability while maintaining strong financial controls.
• Team Leadership & Development Manage and develop a team of accountants and financial professionals, fostering collaboration and continuous learning.
• Oversee workload distribution, ensuring timely execution of deliverables within budget.
• Establish high-performance standards and ensure compliance with best practices.
• Promote a culture of innovation, accountability, and service excellence.

Benefits

• Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals.
• Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more!
• We offer specialized educational courses and seminars, company events, and community service events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level