Finance & Operations Lead
Boutique Professional Services Firm
Job Description
Job Description
Benefits:
- Competitive salary
- Flexible schedule
- Free food & snacks
- Opportunity for advancement
- Wellness resources
- Manage vendor relationships, contracts, and office services.
- Interact with external service providers (e.g., IT support, HR/payroll, insurance, facilities).
- Support onboarding and HR administrative tasks via third-party systems.
- Oversee insurance renewals, compliance documentation, and coordination with external advisors.
- Identify and implement process improvements to enhance efficiency across finance and operations.
- Provide operational support to leadership and staff to ensure a smooth day-to-day working environment.
- Contract engagement, allocations, resource planning and billability reporting.
- State and government contract follow up.
- Manage daily accounting functions, including accounts payable, accounts receivable, reconciliations, and general ledger.
- Handle client invoicing, billing, and collections to ensure accuracy and timeliness.
- Maintain accurate financial records using accounting software and spreadsheets.
- Coordinate with external accounting/tax advisor on reporting and filings.
- Serve as a flexible, hands-on support resource across finance and operations.
- Juggle multiple priorities with a high degree of confidentiality and accuracy.
- Perform additional ad-hoc operational, administrative, and project tasks as needed.
- Bring a positive, can-do attitude that helps maintain smooth operations.
- Associate’s degree or equivalent experience in business or related field.
- Strong interest in streamlining operations and introducing cost-efficiency practices while collaborating on budgets.
- Tech-savvy with a focus on implementing automation where beneficial.
- 5+ years of bookkeeping and financial experience.
- 5+ years of experience in operations, administrative, or similar coordination roles (professional services environment preferred).
- Familiarity with accounting software and spreadsheets; experience with payroll/HR systems is a plus.
- Experience coordinating with external vendors and providers for HR, IT, finance, and facilities.
- Exceptional organizational skills and attention to detail.
- Strong communication skills and sound judgment.
- Desire to grow with firm and help scale -- proven track record needed.
- Calm and adaptable in a fast-paced environment.
- Must be able to work a hybrid schedule with 3 days per week in Boston.
Flexible work from home options available.
Vacancy posted a month ago
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