Practice Finance & Operations Manager

What You Will Do

• Manage client billing, revenue allocation, usage tracking, and related billing administration activities through preparation of transactions and monitoring of operational metrics
• Support payment application and collections processes
• Support fee schedule administration and pricing-model-based allocations
• Maintain revenue-by-client reporting and monthly projections
• Sustain financial allocation and recategorization processes
• Sustain commission calculations and financial system entries
• Support billing systems including client setup, payment structures, and associated reporting components
• Aid in financial modeling, forecasting, and operational planning activities

Financial Analysis & Reporting

• Develop and maintain recurring financial and operational reporting processes
• Support KPI tracking and performance monitoring activities
• Analyze trends and identify opportunities for improved operational effectiveness
• Create Power BI dashboards and reporting tools
• Create reporting that provides visibility into practice performance and resource utilization

Practice Operations & Admin

• Administer operational workflows and support systems including FreshDesk and related tools
• Maintain client lists, mailing lists, and usage data reconciliation processes
• Cook up internal documentation, policies, and knowledge repositories
• Support operational controls and process consistency across the practice
• Support Concur and expense management processes
• Respond to staff questions and operational requests related to practice resources and workflows
• Provide operational and administrative support across practice functions as needed

Client Services & Administrative Support

• Maintain contract, amendment, invoice, and implementation trackers
• Support release note mailings and client communication activities
• Support meeting documentation and follow-up activities
• Support ticketing and other client management tools
• Aid in PowerPoint, Word, Adobe and training material formatting and editing for client-facing documents
• Aid in client related conferences, newsletters, surveys

Process Improvement & Infrastructure Development

• Introduce and refine processes that improve efficiency, standardization, and collaboration through identifying recurring work and developing scalable solutions
• Create and maintain documentation, policies and procedures for product group
• Leverage AI-enabled tools (e.g., Microsoft Copilot, ChatGPT) to accelerate workflow efficiency and productivity and to improve team effectiveness while ensuring accuracy in results
• Serve as operational “glue” across finance, client services, product, development, and leadership teams

Professional Qualifications

• Bachelor’s degree in finance, accounting, business, operations, or related field preferred
• 5+ years of experience in finance, business operations, accounting, or a related field
• Experience supporting a consulting practice or department through budgeting, financial reporting, forecasting, or operational analysis activities
• Advanced proficiency in Microsoft Excel required
• Experience with Power BI, reporting tools, or financial systems preferred
• Experience leveraging AI tools to improve efficiency and workflow effectiveness preferred

Personal Qualifications

• Strong analytical and problem-solving skills
• Strong attention to detail and organizational ability
• Excellent written and verbal communication skills
• Naturally curious and systems-oriented
• Service-minded with a strong utility-player mentality
• Works well both independently and as a collaborator
• Able to work at the transaction level and at an analytical/reporting level
• Comfortable balancing strategic thinking with practical execution
• Proactive and able to identify issues before they become problems
• Adaptable and comfortable learning and applying new technologies
• High degree of professionalism and confidentiality