Finance Operations Manager

Job Description

Job Description

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule

Job Title: Finance Operations Manager
Reports To: Vice President of Accounting
Location: Remote office; candidate must be local to the Capital Region of NY for on-site work as needed.
Salary: Starting annual salary range $70,000 - $75,000

Position Summary
Capital CFO+ is seeking an experienced and highly organized Finance Operations Manager to oversee a portfolio of both for-profit and nonprofit client accounts while leading and supporting our accounting team. This leadership role combines client relationship management, financial oversight, project management, and team supervision to ensure exceptional service delivery across all engagements.

The Finance Operations Manager will supervise CFOs and bookkeeping staff, oversee client onboarding and accounting cleanup projects, review financial reports for accuracy and completeness, monitor client deliverables, and partner closely with the Vice President of Accounting to drive operational excellence and consistent client success.

The ideal candidate is a collaborative leader who enjoys mentoring others while maintaining high standards of financial accuracy and client service. They are comfortable managing multiple client relationships, leading accounting teams, solving complex financial challenges, and ensuring projects are completed efficiently and effectively.

This is an ideal opportunity for an experienced accounting professional with finance leadership expertise who enjoys leading teams, improving processes, and serving as a trusted advisor to clients.

Key Responsibilities
Accounts Management
● Manage a portfolio of nonprofit and for-profit client engagements.
● Review monthly financial reports for quality and accuracy.
● Provide financial guidance and operational recommendations to clients.
● Ensure all client deliverables are completed accurately and on schedule.

Accounting Operations
● Lead accounting cleanup projects for new and existing clients.
● Oversee client onboarding, including assessment of accounting records, accounting system setup, and transition planning.
● Support implementation of accounting best practices, internal controls, and standardized procedures.
● Assist with special accounting projects and process improvement initiatives.
● Complete QuickBooks online transitions and training sessions.

Team Leadership
● Supervise and mentor a team of CFOs and bookkeepers.
● Provide coaching, training, and performance feedback to accounting staff.
● Manage performance reflections for accounting staff.
● Serve as an escalation point for accounting questions and client issues.

Qualifications
● Bachelor's degree in Accounting, Finance, or related field.
● 7+ years of progressive accounting or finance experience.
● Previous experience in a Controller, CFO, Finance Manager/Director, Finance Analyst, Budget Manager, or similar leadership role.
● Must have extensive experience managing finances for non-profit organizations.
● Proven experience supervising and mentoring accounting or finance teams.
● Strong understanding of financial reporting, month-end close, reconciliations, budgeting, and financial analysis.
● Experience leading accounting cleanup projects and transitioning accounting systems.
● Advanced proficiency in QuickBooks Online and Desktop.
● Excellent organizational, communication, and client relationship management skills.
● Ability to manage multiple priorities in a fast-paced, client-service environment.
● Experience managing both nonprofit and for-profit accounting engagements strongly preferred.
● Experience with both CFO level work and bookkeeping preferred.
● CPA preferred but not required.
● Residency local to NYS Capital Region.

Capital CFO + is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We do not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

We believe that diversity and inclusion strengthen our organization and are dedicated to creating an environment where all individuals are respected, valued, and empowered to contribute fully. All employment decisions are based on qualifications, merit, and business needs.

Flexible work from home options available.