Financial Operations Manager (San Francisco)

Posted 14 Days Ago
Be an Early Applicant
San Francisco, CA, USA
In-Office
90K-100K Annually
Expert/Leader
Financial Services
Outsourced Bookkeeping and Controller Services
The Role
Manages outsourced accounting operations and a remote team of client-facing accountants. Responsibilities include client onboarding, executive relationship management, hiring, training, coaching, performance reviews, quality control, workflow balancing, budget adherence, and maintaining client and team profitability. The role requires extensive accounting experience, hands-on people management, multi-client experience, and proficiency with QuickBooks or similar cloud-based accounting software.
Summary Generated by Built In

Are you an experienced Accounting Manager looking for a rewarding role and aiming to achieve a meaningful work/life balance? Would you be eager to utilize your accounting knowledge and leadership skills while inspiring a remote team of experienced client-facing accountants in a part-time capacity? If so, we may have an opportunity for you.  

In this highly impactful, hands-on role, 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. 

What We Do:

We have been 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.

What you’ll do:

  • 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. 

What you’ll bring to the table:

  • 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
  • A minimum of 4+ years of hands-on management experience including hiring, training, and developing a highly engaged service-oriented team is highly preferred.
  • 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.
Pay range
Pay Range
$90,000—$100,000 USD

As online scams are rampant, don’t fall victim to fraud. Supporting Strategies will never seek payment from you or request personal information from you prior to extending a job offer. Our interview process is always a combination of a phone and video interviews; a job offer will never be extended via online chat.

Supporting Strategies is deeply committed to creating a diverse and inclusive workforce. A diverse workforce is not just attained but is built upon a culture of inclusion and belonging. Supporting Strategies is an Equal Opportunity Employer.

Skills Required

  • Authorization to work in the United States
  • Bachelor's degree in Accounting, Finance, or a related field
  • At least 10 years of related accounting experience
  • At least 4 years of hands-on management experience, including hiring, training, and developing service-oriented teams
  • Experience working in a multi-client environment
  • Experience working with small to mid-sized businesses
  • Experience using QuickBooks or similar cloud-based accounting software in a professional organization
  • Ability and willingness to learn and adopt new technology
  • Ability to consistently follow established policies and procedures
  • Ability to develop strong remote team and client relationships
  • Dedicated distraction-free workspace with reliable high-speed internet
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The Company
HQ: Beverly, MA
450 Employees
Year Founded: 2004

What We Do

Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses. Since 2004, our locally owned and operated offices have served thousands of companies, helping business leaders free up their time, focus on their core competency and streamline their business. Our experienced, U.S.-based professionals use secure, best-of-breed technology and a proven process to deliver a full suite of services, including accounts payable, accounts receivable, bookkeeping, financial analysis, payroll administration and more. For more information, please visit supportingstrategies.com.

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