Our Mission, Values, and You
We deliver trusted financial solutions!
We uphold trust, add value, work together, and strive happiness.
If you share our mission and values, join us and make an impact! Apply For The Job Post Here
Role Of A Head Of Operations
As a Head Of Operations, you have a significant impact on the firm driving the operational success of the firm by managing processes, leading teams, and ensuring that all aspects of operations align with the company’s strategic objectives.
You Will Be Responsible For
- Developing operational strategy
- Process improvement
- Managing operations team
- Fostering collaborations
- Monitoring key metrics
- Generating reports
- Budgeting and resource planning
- Risk assessment
- Project management
- Innovation
- Strategic development
What Your Day To Day Look Like
- Manage the internal “engine”, ensuring that client tasks at a firm level are well-planned, prioritized, are meeting their deadlines, and are completed at the highest level of quality
- Operate in a client-facing role and oversee a portfolio of clients, assisting with year-end financial statement preparation, virtual CFO services (budgets, projections, management reports, etc.), and tax compliance
- Spearhead projects that improve the efficiency of our bookkeeping and financial reporting tasks firm-wide
- Manage several people on the accounting team (recruitment, training, goal setting, task reviews & performance reviews)
- Get his/her hands dirty when required by helping with bookkeeping, client onboarding (ex: cleaning up messy files), sales taxes, and payroll
- Assist with special projects from time to time
What You Need To Succeed
- You have obtained your CPA designation
- 8+ years of experience
- You have at least 3 years of experience in an accounting firm
- You have several years of experience working in an accounting function in the industry, & oversaw the full cycle
- You have 3+ years of experience managing a team, including everything from training to performance reviews
- You’re a clear communicator
- You believe in delivering awesome customer service and you have experience in a customer-facing role
- You have experience putting together financial statements, budgets, cash-flow projections, and various financial reports to assist management in making decisions
- You are picky and you have a hard time sleeping when something isn’t “just right”
- You have experience managing projects or tasks at a department or organizational level
- You are interested in productivity and implementing and/or tweaking systems to make things run smoother
- You are a problem solver
- You like working in a fast-paced environment
Why Join Us
- Pay as per industry standards
- Flexibility
- Happy work culture
Our Recruitment Process
1. If you are interested in this position, apply for it HERE
2. If you are selected, we will email you for an interview
3. After your interview, a skills test will be conducted
4. If you are selected, a final interview will follow
5. Post the partner interview, you will be given an employment offer
6. If you agree, congratulations, be ready for onboarding and being a part of our team!