Finance Operations Manager

Key Responsibilities

• Manage a portfolio of nonprofit and for-profit client engagements.
• Review monthly financial reports for quality and accuracy.
• Provide financial guidance and operational recommendations to clients.
• Ensure all client deliverables are completed accurately and on schedule.
• Lead accounting cleanup projects for new and existing clients.
• Oversee client onboarding, including assessment of accounting records, accounting system setup, and transition planning.
• Support implementation of accounting best practices, internal controls, and standardized procedures.
• Aid in special accounting projects and process improvement initiatives.
• Complete QuickBooks online transitions and training sessions.
• Serve as a coach, trainer, and performance feedback provider for accounting staff.
• Manage performance reflections for accounting staff.
• Serve as an escalation point for accounting questions and client issues.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 7+ years of progressive accounting or finance experience.
• Previous experience in a Controller, Finance Manager/Director, CFO, or similar leadership role.
• Extensive experience managing finances for non-profit organizations.
• Prioritizing and supervising accounting or finance teams.
• Strong understanding of financial reporting, month-end close, reconciliations, budgeting, and financial analysis.
• Experience leading accounting cleanup projects and transitioning accounting systems.
• Advanced proficiency in QuickBooks Online and Desktop.
• Excellent organizational, communication, and client relationship management skills.
• Ability to manage multiple priorities in a fast-paced, client-service environment.
• Experience managing both nonprofit and for-profit accounting engagements strongly preferred.
• Experience with both CFO level work and bookkeeping preferred.
• CPA preferred but not required.
• Residency local to NYS Capital Region.

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule