Financial Operations Manager at Supporting Strategies

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Part TimeJob Type

UnknownVisa

Accounting, Financial ServicesIndustries

Requirements

Authorized to work in the U.S
Bachelor’s degree in Accounting, Finance or related field
10+ years of related accounting experience
4+ years of hands-on management experience including hiring, training, and developing a highly engaged service-oriented team (highly preferred)
Experience in a multi-client environment
Experience working with small to mid-sized businesses
Experience using QuickBooks or similar cloud-based accounting software for/in a professional organization
Confidence in learning and embracing new technology to solve issues
Willingness to follow established policies and procedures consistently and accurately
Passion for and sense of personal satisfaction in delighting clients and helping small businesses succeed
Ability to develop a team

Responsibilities

Demonstrate thorough understanding of professional accounting and bookkeeping practices and support the team in providing exceptional accounting and operational service to clients
Oversee client onboarding process for all assigned client engagements in accordance with defined process
Build trusted advisor relationship with client executives by gaining an in-depth understanding of their business needs and objectives to proactively identify issues and provide solutions
Implement technology toolbox as applicable on all client engagements to drive efficiency and client value
Partner with Talent Acquisition team and Managing Director to manage the hiring process for remote accountants, including reviewing pre-screened candidates, interviewing, and providing timely feedback
Orient and train newly assigned accountants in accordance with Supporting Strategies’ standard process
Provide ongoing coaching to deliver superior outsourced accounting and operational services
Review accountants’ work to ensure highest quality of service to clients
Monitor team member performance by reviewing quality of work, adherence to protocols, timeliness of deliverables, and adherence to client budgets; provide coaching and feedback as needed
Schedule and lead annual performance reviews in accordance with defined process
Serve as a resource to all assigned team members for guidance on client tasks and/or resolution of client issues
Balance workflow by aligning client needs with teams’ expertise and capacity in accordance with predetermined budgets; maintain profit margin for assigned clients and team

Skills

Accounting

Bookkeeping

Client Onboarding

Team Leadership

Client Service Management

Business Analysis

Cloud Technology

Supporting Strategies

Outsourced bookkeeping and operational support services

About Supporting Strategies

Supporting Strategies provides outsourced bookkeeping and operational support services specifically designed for small and medium-sized businesses. Their services include managing accounts receivable and payable, invoicing, collections, payroll administration, and financial reporting. By assigning financial professionals tailored to each client's needs, they ensure personalized service. Operating on a virtual model, their U.S.-based team delivers consistent and high-quality support while keeping costs manageable. Unlike competitors, Supporting Strategies focuses on providing comprehensive financial expertise without the overhead of an in-house team. Their goal is to enhance their clients' financial management, improve cash flow, and allow business owners to concentrate on growth.

West Hollywood, CaliforniaHeadquarters

2004Year Founded

$291.8KTotal Funding

ANGELCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Remote Work Options

Performance Bonus

Flexible Work Hours

Risks

Competition from AI-driven bookkeeping solutions offering lower-cost automated services.

DIY accounting software like QuickBooks reduces demand for outsourced services.

Economic downturns may lead to budget cuts in outsourced bookkeeping services.

Differentiation

Offers tailored financial operations support based on client needs and work volume.

Operates on a virtual service model, providing remote yet U.S.-based support.

Focuses on comprehensive financial expertise at an affordable price.

Upsides

Growing demand for virtual bookkeeping as remote work normalizes post-pandemic.

Rising interest in fintech solutions enhances efficiency in bookkeeping services.

Expansion of e-commerce businesses increases need for robust financial management.

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