Manager Operations & Client Relations
Share
Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Summary:
To own client relationships end-to-end coordinate the internal team of bookkeepers and analysts and ensure financial deliverables are accurate timely and client-ready. This is a leadership role at the intersection of client success financial management and operational excellence.
Key Responsibilities:
Serve as the primary client liaison managing expectations relationship health and proactive risk escalation.
Represent the company professionally in all client and external forums.
Oversee monthly/quarterly financial close and the production of accurate audit-ready financial statements (P&L Balance Sheet Cash Flow).
Perform Quality Control (QC) on all bookkeeping outputs and ensure the on-time delivery of polished executive-level management reports.
Lead and coordinate the internal bookkeeping and analyst teams running standups and balancing workloads.
Develop manage and maintain project plans tasks and SLA trackers to ensure accountability and deadline adherence.
Drive operational excellence by mapping and refining core processes (intake to reporting).
Identify document (SOPs) and implement automation and technology solutions to enhance efficiency and minimize errors.
Requirements
Experience:
5 years of experience in bookkeeping finance or operations including team management.
Demonstrated success managing client relationships and delivering financial services.
Extremely proficient with technology and digital tools - must be able to learn adopt and optimize software platforms quickly.
Proficiency in QuickBooks Online is required; experience with Float Payworks G-Suite/Google Workspace and project management software (e.g. Asana Trello ClickUp ) is a strong asset.
Exceptional communication and client-facing skills.
Strong leadership and team management capabilities.
Highly organized with proven project management experience.
Analytical thinker with strong problem-solving skills.
Education:
MBA or Bachelors degree in Accounting Finance Business Administration or a related field.
Benefits
Market Competitive Salary
Work from anywhere
Standard EST Working Hours
Interested candidates can apply through the following:
Required Experience:
Manager
Key Skills
- Campaigns
- Invasive Cardiology
- Accounting Tally
- DCS
- Drafting
- Activex
