Finance Operations Manager

Finance Operations Manager

Capital CFO+ is seeking an experienced and highly organized Finance Operations Manager to oversee a portfolio of both for-profit and nonprofit client accounts while leading and supporting our accounting team. This leadership role combines client relationship management, financial oversight, project management, and team supervision to ensure exceptional service delivery across all engagements. The Finance Operations Manager will supervise CFOs and bookkeeping staff, oversee client onboarding and accounting cleanup projects, review financial reports for accuracy and completeness, monitor client deliverables, and partner closely with the Vice President of Accounting to drive operational excellence and consistent client success. The ideal candidate is a collaborative leader who enjoys mentoring others while maintaining high standards of financial accuracy and client service. They are comfortable managing multiple client relationships, leading accounting teams, solving complex financial challenges, and ensuring projects are completed efficiently and effectively. This is an ideal opportunity for an experienced accounting professional with CFO-level expertise who enjoys leading teams, improving processes, and serving as a trusted advisor to clients.

Key Responsibilities

Accounts Management

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.

Accounting Operations

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. Assist with special accounting projects and process improvement initiatives. Complete QuickBooks online transitions and training sessions.

Team Leadership

Supervise and mentor a team of CFOs and bookkeepers. Provide coaching, training, and performance feedback to 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. Must have extensive experience managing finances for non-profit organizations. Proven experience supervising and mentoring 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. Capital CFO+ is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We do not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local laws. We believe that diversity and inclusion strengthen our organization and are dedicated to creating an environment where all individuals are respected, valued, and empowered to contribute fully. All employment decisions are based on qualifications, merit, and business needs.

Flexible work from home options available.

Compensation: $70,000.00 - $75,000.00 per year

We seek to take the burden and over-whelm of your financials and back-end business tasks off your plate; offering you a sense of relief and time to focus your attention on building your business.

What Sets Us Apart

We are relationship-driven and focused on providing successful solutions for our clients. Transparency and efficiency are key values we hold true to in our work. We support, we lead and we provide. We work in your business, so that you can focus your attention on growing your business.

We reduce costs

Hiring and training full or part-time staff can be very expensive. Paying for an employee with benefits is costly. Many companies and nonprofits either do not need a full-time position OR need additional help that does not require an additional in-house employee. Working with Capital CFO+ lets you focus your human resources where you need them most.

We improve efficiency

When you have an expert working on a project, they will be faster, effective, and efficient. Working with Capital CFO+ gives owners and leaders an essential competitive advantage. By outsourcing activities that are routine, administrative, or require specialized skills, you can focus more on core functions and ensure that your company thrives and succeeds.

We level the playing field

Most small firms simply can't afford to match the in-house support services that larger companies maintain. Capital CFO+ helps small firms act "big" by giving them access to the same economies of scale, efficiency, and expertise that large companies enjoy.

Our Mission

We are here to be your business partner. From simplifying your finances, to prioritizing your back-end needs, we listen to your objectives and work to put the pieces of your business together to form a solid foundation and a brand built for success.

• Explaining your financials so they are straightforward and easy to understand.
• Being transparent with our work and allowing you to be, too.
• Being accurate and exact with our reporting and recordkeeping.