Director of Firm Operations
Director of Firm Operations
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Job Description
Director of Firm Operations H2R CPA
Firm Overview:
Headquartered in western Pennsylvania for more than 65 yearsH2R CPAis a locally owned and managed accounting firm dedicated to providing outstanding value exceptional client service experiences and building long term trusted relationships with our clients. We take great pride in possessing the expertise resources and depth of knowledge of a large accounting firm while offering the personalized attention and character of a smaller accounting practice. At H2R you are not just a number or a name; your opinion matters and your voice is heard. H2R has the strategic vision to remain a regionally independent firm and is committed to implementing the resources technology and succession planning to achieve this goal longterm.
To learn more about our firm please visit our website: Role:
The Director of Firm Operations (DFO) is the linchpin of the firms daily functionality and strategic . This role is not merely operational; it is foundational to the firms ability to achieve its growth objectives and maintain its competitive edge. Reporting directly to the Managing Partner the DFO assumes the critical role of Integrator within the EOS (Entrepreneurial Operating System) framework ensuring that the firms vision is translated into tangible results.
While initially operating as a team of one the DFOs capacity to cultivate a highperforming operational team is a critical driver of the firms scalability and longterm prosperity. This role serves as the central conduit for people operations and the employee experience fostering a cohesive and productive work environment. The DFOs oversight of office and facility operations including the supervision of administration HR and IT ensures that the firms infrastructure supports its ambitions.
In essence the DFO is not just managing operations; they are safeguarding the firms operational integrity and driving its strategic momentum. This roles performance is directly correlated with the firms ability to thrive in a competitive landscape.
This is a hybrid role requiring 3 days/week onsite at our Greentree office.
Essential Responsibilities:
Administrative Operations:
- Oversee and supervise of the firms administrative team at the top line and the firms ongoing organizational development goals.
- Standardize office procedures systems and electronic forms. Recommend system revisions and implement new forms and procedures as necessary in consultation with the EOS team.
- Coordinate with department leaders and EOS team in the scheduling process to ensure smooth workflow management even distribution of work and appropriate firm headcount across all departments.
- Run weekly EOS L10 meetings according to strategic framework in the Integrator role.
- Develop standard operating procedures workflows decision trees and best practice expectations for both billable professionals and administrative staff to ensure consistency and efficiency across the firm and to ensure a high level of client service.
- Review process for selecting vendors and ensure H2R receives optimal outcomes for vendor spend.
- Identify and mitigate potential operational risks within the firm.
- Administer day to day HR programs including performance management employee engagement activities the mentoring program pulse surveys and new hire onboarding.
- Administer Career Development Plans for professional employees in partnership with their respective department leaders.
- Advise on and supervise the strategic people initiatives of the firm including talent strategy philosophy retention initiatives and training and development.
- Develop and implement a firm development action plan to ensure all firm culture programs that are established take shape as intended.
- Serve as the goto resource for nontechnical questions by the staff including general firm policies and best practices.
- Monitor HR functions and serve as primary collaborator and influencer to HR consulting partner to achieve firm people priorities.
- Manage the internal Software Experience Lead and the outsourced IT vendor.
- Lead the Strategic IT committee to foster and develop ideas from the client service professionals through implementation.
- Proactively research evaluate and project manage new software applications implementations migrations or updates including AI.
- In partnership with internal and external IT resources regularly review and implement IT compliance and cyber security policies and best practices.
- Build out the functionality of time and billing system to ensure it is a single source of truth and is being utilized optimally across the firm.
- Minimum 12 years of relevant work experience with roles of progressive responsibility required.
- Minimum 5 years of experience in a role leading direct reports or influencing senior leadership required; experience managing managers or other functional leaders highly preferred.
- Bachelors degree required; advanced education or CPA license preferred.
- Minimum of 5 years of prior accounting or professional services experience with roles of progressive responsibility highly preferred.
- Past responsibility for utilization and capacity management for consulting resources highly preferred.
- Experience managing workflows and reporting in CCH or similar time and billing software highly preferred.
- Demonstrated past experience operating in a player/coach role as it pertains to developing strategy and then carrying out the tactical required.
Required Experience:
Senior Manager
Employment Type
Full-Time
