Essential Functions and Responsibilities:
- Operational Leadership:
- Oversee daily operations, including advisor and staff onboarding, transaction processing, and technology initiatives.
- Develop and implement policies, procedures, and systems to improve operational efficiency and scalability.
- Lead cross-functional teams to manage operational projects, ensuring timely and high-quality execution.
- Risk Management and Compliance:
- Ensure compliance with all regulatory requirements and industry standards, including operational controls.
- Develop and maintain internal controls to safeguard firm assets and ensure regulatory compliance.
- Partner with the compliance team to manage audits, risk assessments, and policy updates.
- Strategic Planning and Execution:
- Collaborate with the CEO to define and execute strategic goals for operational excellence.
- Drive initiatives to improve service delivery, reduce costs, and enhance the client experience.
- Establish and track key performance indicators (KPIs) to measure operational effectiveness.
- People Management:
- Build and lead a high-performing operations team, fostering a culture of accountability and continuous improvement.
- Provide mentorship and professional development opportunities for staff.
- Ensure effective communication and collaboration across all departments.
- Client and Stakeholder Engagement:
- Act as a key point of contact for strategic partners, vendors, and external stakeholders.
- Support the sales and client services teams in delivering exceptional client experiences.
- Lead initiatives to address client concerns and implement process improvements.
Qualifications:
- Bachelor’s degree in Business Administration, Finance, or a related field; MBA preferred.
- 10+ years of experience in the financial services, insurance, or asset management industries, with at least 5 years in an operational leadership role.
- Proven experience managing and scaling operational functions in a fast-paced environment.
- Excellent leadership, team management, and decision-making skills.
- Proficiency in financial systems, operational platforms, and technology solutions.
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What We Do
GHJ is an accounting and advisory firm that specializes in nonprofit, food and beverage, entertainment and media and health and wellness companies. Previous recipient of the Los Angeles Chamber of Commerce Employee Champion For Life Work Harmony Award and named a “Best Places to Work” by the Los Angeles Business Journal eight times since 2008, GHJ is passionate about helping clients and its people #BeMore by focusing on building thriving businesses and creating a better future.
GHJ works as a business advocate for its clients — providing personalized service and building long-term relationships to help position our clients for growth. Through its affiliation with HLB International, a global network of independent professional accounting firms and business advisers, GHJ is able to partner with other top firms across major cities throughout the U.S. and the world. GHJ’s audit, tax and advisory teams leverage the HLB network to better serve its clients and give clients access to member firms in over 158 countries across the globe and over 775 offices worldwide.
Also ranked as a top-20 largest accounting firm on the Los Angeles Business Journal’s Book of Lists, GHJ has 15 partners and more than 160 staff members that serve over 3,000 clients. GHJ is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), the California Society of CPAs and the California Association of Nonprofits (CalNonprofit).
