Operations Manager - Remoto

Role Summary

The Operations Manager will oversee the day-to-day operations of a small accounting firm, ensuring efficiency, compliance, and alignment with the firm's strategic goals. This role is central to optimizing processes, managing resources, and fostering a collaborative work environment that supports client satisfaction and team productivity.

Key Responsibilities

Operational Oversight:

• Manage daily operations, including workflow coordination, resource allocation, and operational scheduling.
• Ensure smooth execution of client deliverables by liaising with accounting staff and partners.

Process Improvement:

• Analyze existing workflows to identify inefficiencies and recommend solutions.
• Break down processes and workflows into individuals tasks to delegate to the team.
• Implement and maintain systems to enhance productivity and accuracy, including software tools and standard operating procedures (SOPs).

Team Management:

• Supervise administrative staff and support accounting teams in meeting deadlines.
• Coordinate onboarding, training, and professional development activities.

Compliance and Risk Management:

• Ensure adherence to regulatory requirements and firm policies.
• Monitor client data security protocols and manage compliance with accounting standards and data privacy laws.

Financial Management:

• Assist in budgeting, tracking operational costs, and identifying cost-saving opportunities.
• Oversee vendor relationships, including negotiations and contract management.

Client and Stakeholder Engagement:

• Support client interactions by resolving operational inquiries and ensuring high service levels.
• Collaborate with leadership to align operational strategies with the firm’s business goals.
• Proposal Development:Collaborates with partners, sales staff, and accounting staff to develop proposals.
• Supports communication and follow-ups to prospective clients.
• Client Onboarding:Streamlines the onboarding process, developing and enacting client checklists, information, and data connections.
• Tech Stack Management:Supports the implementation, integration and training of technology tools used by the firm.

Required Experience

• 5+ years in operations management, preferably within a professional services or accounting environment.
• Proven experience in process optimization, team supervision, and client-facing operations.
• Strong knowledge of accounting or professional services workflows is a plus.

Technical Skills

• Proficiency in project management tools (e.g., Asana, Trello) and accounting software (e.g., QuickBooks, Xero).
• Proficient in spreadsheets, including data analysis, data reporting, and PivotTables.
• Advanced knowledge of MS Office Suite, particularly Excel.
• Familiarity with document management systems and CRM tools.

Soft Skills

• Strong organizational and time management skills.
• Excellent interpersonal and communication abilities—you will work directly with the client and their team.
• Problem-solving mindset with attention to detail.
• Leadership skills to inspire and guide teams in a fast-paced environment.
• Perfect English.

Key Performance Indicators (KPIs)

• Improvement in operational efficiency metrics (e.g., task completion rates, process turnaround times).
• Reduction in operational costs or identified savings.
• Employee satisfaction scores related to support and operations.
• Timely and accurate delivery of client work.

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