Head of Business Operations - Remote

Joseph Financial Services
Joseph Financial Services (SJFS) is a leading firm that supports the financial needs of Catholic institutions across the United States. We provide comprehensive outsourced accounting services for Catholic Schools, Parishes, Dioceses, and other Catholic Institutions. We enable our clients to make better business decisions through qualified, mission-driven people, leading and approachable technology, and a better back-office. Our strength allows us to provide wrap-around advisory services, including financial analytics, board preparation, budgeting, and planning.

Our work platform simplifies our clients' experience through cloud-based financial management technology, personalized expertise, and unmatched scale. Founded in 2018, we are growing to meet the needs of Catholic education in more ways than ever before imagined. Join our team to help us deliver on our mission. We are looking for a Firm Operations Manager to join our team. This full-time position is hybrid (in-office/remote) based in South Bend, Indiana. This is a critical role designed for experienced accounting professionals responsible for helping us build a mission-centered, growth-focused financial services firm as we expand our accounting services and partnerships with Catholic organizations across the country. The successful candidate will need depth in understanding efficient accounting services, financial management systems, and strategic operations to support our broad customer base, targeted growth, and the scale at which we're currently operating. Billing & Revenue Management: Oversee the accounts receivable and unbilled (WIP) processes. Ensure time entry and project milestone tracking tie seamlessly into client invoicing.

Financial Accounting & Reporting: Prepare and analyze monthly, quarterly, and annual financial statements, including detailed profitability reports by different dimensions, after completing month-end procedures.

Manage the annual budgeting process and provide ongoing cash flow forecasting, heavily factoring in utilization rates and resource allocation.

Internal Controls: Develop and enforce financial policies to safeguard company assets, ensure compliance with GAAP, enhance operational efficiency and standard SJFS business processes, and maintain accurate ledger reconciliations.

Tax & Compliance: Manage corporate tax compliance and coordinate external audits.

Risk Management: Maintain contracts with clients to incorporate SJFS legal requirements and recommendations, manage insurance coverage vendors, and make recommendations to ensure compliance with insurance requirements.

Management & Development: Supervise, mentor, and empower team members to ensure the successful execution of operational and financial responsibilities across the firm.

Bachelor's degree in accounting, finance, or a related field

Proficiency in Sage Intacct and financial modeling

Strong knowledge of GAAP and financial regulatory compliance for non-profits

Experience with ERP systems management and financial technology stack optimization

Analytical mindset with the ability to translate complex data into actionable insights

Strategic thinker capable of optimizing operations for scale and efficiency

Highest level of confidentiality and discretion with sensitive and confidential information

Excellent stakeholder management and cross-functional communication skills

We foster a mission-driven culture that supports our Catholic clients while genuinely caring for each of us who works here. Our team consists of conscientious individuals, passionate about the Catholic Church. J-18808-Ljbffr Saint Joseph Financial Services