No se aceptan más aplicaciones
CAS Operations Manager
Talley LLPOrange, Ca, CA, USHace 6 horas
Tipo de contrato
- Indefinido
- Quick Apply
Descripción del trabajoAudit and assurance services, including traditional financial reporting Tax compliance Tax planning and proactive advice Business consulting Estate planning, business planning, M&A and tax law services delivered through TLG Outsourced accounting, controller and CFO services Mergers & acquisition, growth through acquisition and operational consulting delivered through TCG Working in an entrepreneurial environment is not for the faint of heart. In order to serve clients at the highest level, we expect our professionals to be committed to the highest quality of advice and service. It is a culture of accountability and results. Talley is a boutique firm of over 50 US based team members and more than 30 offshore and outsourced team members. Our offices are located in Orange, CA. We have grown rapidly over the past few years, becoming one of the prominent professional service firms in Orange County. We embrace a hybrid work culture, emphasizing client service and quality provided by professional, competent and motivated individuals. Position Summary We are currently seeking a Client Advisory Services (CAS) Operations Manager to oversee daily operations of the CAS department, manage client onboard activity, and actively oversee and develop our accounting support staff. The CAS Operations Manager must have strong organizational skills, constant attention to detail, interest in actively pursuing technological and AI-oriented process solutions, and a desire to mentor others in their professional growth and development. If you have a deep understanding of financial management, strong analytical skills, adaptability to diverse client needs, a problem-solving mindset, a strong ethical compass, and a desire to help those around you succeed, you’re a great fit for this role. Essential Functions of the Position Qualities Time management Project management and project delegation skills Exceptional organizational skills Strong communication skills Responsiveness to time-sensitive items Ability to work independently as well as part of a team Deadline-oriented Technical Skills Proficiency in budgeting, forecasting, financial modeling, risk management, and analysis of key financial metrics relevant to different industries Proficiency in widely used tools (e.g., QuickBooks, Sage Intacct) for managing day-to-day accounting Comfort handling large datasets and conducting analysis to uncover trends, correlations, and operational inefficiencies Knowledge of Robotic Process Automation (RPA) or technology-oriented solutions to streamline repetitive finance processes Capability to identify and recommend financial controls to mitigate fraud and errors Ability to work with IT, HR, operations, and other teams to ensure smooth rollouts of financial initiatives Advanced Excel skills, familiar with Microsoft Access, Word, and PowerPoint Strong understanding of data and information flows Client Service Proactively communicate with colleagues and clients Effective communication of project status Prompt responsiveness to all client inquiries Training and Personnel Directly oversee and engage remote staff constantly to ensure staff learning objectives are met Participate in department activities as a team player on behalf of the department and the firm. Department Follow department policies and procedures Identify process improvement ideas Contribute to department weekly meetings Proactively overcome obstacles and problem solve Key Deliverables The most significant accomplishment will be to have the CAS Operations Manager develop into a relied-upon asset to the CAS and Talley LLP team. The position will support the CAS department and possibly other departments and firm management to achieve the company’s business objectives. 30 Days : Complete familiarity with internal systems and programs and understanding with how our project management software is set up Full understanding of client reporting deliverables, deadlines and teams Initial oversight and direct involvement with recurring client financial close processes for assigned clients Participate actively in CAS management meetings and address follow-up assignments 60 Days : Oversee close cycles for key clients assigned and be considered the primary contact point for directly assigned client relationships, participate in client close calls and identify potential opportunities for relationship expansion Lead the weekly CAS operations team meeting and address follow-up items Effectively manage client onboarding projects and report status updates to department partner weekly Assist key department personnel with internal workflow and firm system conversion 90 Days : Actively manage and monitor employees assigned via the Balanced Score Card, with assistance from department partner Consult with department partner regarding key employee capabilities and deficiencies so department is properly staffed Actively review and monitor quality controls for client deliverables and determine if adjustments need to be made Identify and present to department partner potential opportunities for expanded services within the CAS service lines 180 Days : Independently oversee key personnel and clients Determine appropriate staffing assignments for both project and recurring client work Create learning plans for department staff that meet firm objectives Preferred Attributes Successful applicants will have a minimum of 10+ years of accounting or finance experience. Bachelor’s Degree in Accounting, Finance, or related field required. High energy level, comfortable performing multifaceted projects in conjunction with normal activities. Experience in a customer service-focused environment. Inherent curiosity, self-motivated to gain understanding. Ability to get along well with diverse personalities; be tactful, mature, and flexible. Ability to operate independently and “self-manage” projects. Results and profit-oriented focus, with the ability to balance other business considerations. Strong analytical and reasoning abilities. Superior numeric skills Excellent written and verbal communication skills. Ability to communicate and actively support the values of the firm and communicate these values to others. Powered by JazzHR
Title :
- Operations Manager – CAS Department (FT-Direct Hire) Location : Orange, California Company : Talley LLP About the Company Talley, LLP and its affiliated entities, Talley Law Group (TLG), and Talley Capital Group (TCG), collectively known as “Talley”, is a full service financial, tax, legal and consulting organization designed to meet the needs of entrepreneurially driven businesses.
- They look to serve clients as business partners and not merely as providers of traditional accounting or tax services.
- Talley is continuously in search of more effective ways to improve clients' bottom line and where suitable, seek to act in an advisory role adding knowledge and expertise.
- Talley LLP was founded in 1989, with the mission of helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently.
- The professionals at Talley strive to become the Most Trusted Advisor (MTA) to our clients, providing global solutions to the challenges and opportunities facing our clients and their business.
Talley's service profile has grown and evolved as has its clientele, now incorporating a broad array of services designed to serve the entrepreneur :
These objectives include, but are not limited to :
Crear una alerta de empleo para esta búsqueda
Operation Manager • Orange, Ca, CA, US
Ofertas relacionadas
At West Coast University, we share a.As an associate for a certified Great Place to Work, you will join a collaborative, student-centric culture valuing academic integrity, mutual respect, student ...Mostrar másÚltima actualización: hace 11 días
Geffen Academy at UCLA is a university-affiliated school for students in grades 6-12.We value academic depth and inspiration within a humane educational environment.
Our community is guided by princ...Mostrar másÚltima actualización: hace 16 días
S State College, Fullerton, CA, 92831, US.Remote Work Schedule Availability?.This position entails access to export-controlled items and employment offers are conditioned upon an applicant's abilit...Mostrar másÚltima actualización: hace 14 días
Piccadilly Grace a fast-growing café brand with two thriving locations.Our mission is to create exceptional food and beverage experiences in an elevated fast-casual setting, built on quality...Mostrar másÚltima actualización: hace 9 días
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading h...Mostrar másÚltima actualización: hace más de 30 días At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading h...Mostrar másÚltima actualización: hace más de 30 días 
In this role, you will serve as an integral member of the Operations Team.You will support the Operations Management team and Senior Vice President by managing, developing, and improving activities...Mostrar másÚltima actualización: hace 5 días
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading h...Mostrar másÚltima actualización: hace 5 días
This Operations Manager role leads a critical facility within a national supply and manufacturing network.As second-in-command to the site’s General Manager, this leader ensures safe, efficient, an...Mostrar másÚltima actualización: hace 11 días
Join a mission‑driven aerospace supplier fueling the future of critical systems.You will lead all facets of site operations and be the hands‑on driver of performance, quality, and culture.You will ...Mostrar másÚltima actualización: hace 24 días
Operations Manager – Strategic Leadership Role with Team Support.We operate in the space of personal and leadership development and are seeking someone who values autonomy to shape their success wh...Mostrar másÚltima actualización: hace 5 días
APLA Health provides quality healthcare, life-saving services, camaraderie, compassion, and comfort to all who come through our doors.
Our dedicated team of healthcare professionals is committed to ...Mostrar másÚltima actualización: hace 6 días
For over 50 years, Climatec has steadily invested in their people, technology, and services to be a trusted business partner for building solutions.
As part of the Bosch Building Technologies Integr...Mostrar másÚltima actualización: hace más de 30 días Operations Manager - Client Advisory Services (CAS) (FT-Direct Hire) Location : Orange, California Company : Talley LLP About the Company Talley, LLP and its affiliated entities, Talley Law Group (TL...Mostrar másÚltima actualización: hace 1 hora 
Howmet Fastening Systems is looking for an Operations Manager in our Fullerton, CA location.HFS is a business unit of Howmet Aerospace, headquartered in Torrance, California.We hold the number one ...Mostrar másÚltima actualización: hace más de 30 días
San Dimas Community Hospitalis a 101 bed facility located on a 13-acre campus in the heart of San Dimas.With a multidisciplinary team of experts and state of the art technology, we are committed to...Mostrar másÚltima actualización: hace más de 30 días
Manager, Operations is a strategic, cross-functional leader reporting directly to.Director of Engineering, ERP Platform & Integration.
BASIS, Integration, and Cloud / Platform, and is responsible....Mostrar másÚltima actualización: hace 7 días
Anduril Industries is a defense technology company with a mission to transform U.By bringing the expertise, technology, and business model of the 21st century's most innovative companies to the def...Mostrar másÚltima actualización: hace más de 30 días
- Oferta promocionada
Manager, Clinical Operations
West Coast UniversityONTARIO, California, United StatesA tiempo completo
- Oferta promocionada
Campus Operations Manager
InsideHigherEdLos Angeles, California, United StatesA tiempo completo
- Oferta promocionada
Operations Manager
HowmetFullerton, CA, United StatesA tiempo completo
- Oferta promocionada
Operations Manager
Piccadilly Grace Cafe and MarketSan Marino, CA, USA tiempo completo
- Oferta promocionada
Operations Manager-CA
CVS HealthSherman Oaks, CA, USA tiempo completo
- Oferta promocionada
Operations Manager
CVS HealthLos Angeles, CA, USA tiempo completo
- Oferta promocionada
Senior Operations Manager
Los Angeles StaffingLos Angeles, CA, USA tiempo completo
- Oferta promocionada
Operations Manager
California StaffingPasadena, CA, USA tiempo completo
Operations Manager
Veteran Hiring SolutionsLos Angeles, CA, usA tiempo completo
Quick Apply
- Oferta promocionada
Operations Manager
Blue Signal SearchGlendale, CA, United StatesA tiempo completo
- Oferta promocionada
Operations Manager – Strategic Leadership Role with Team Support
Leader Nexus : MindshiftLos Angeles County, CA, United StatesA tiempo completo
- Oferta promocionada
Health Operations Analyst and Access Manager
APLA HealthLos Angeles, CA, USA tiempo parcial
Operations Manager (BAS)
Climatec LLCAnaheim, California, United States, 92806A tiempo completo
- Nueva oferta
Operations Manager - Client Advisory Services (CAS)
Talley LLPOrange, Ca, CA, USIndefinido
Quick Apply
- Oferta promocionada
Operations Manager
Howmet AerospaceFullerton, CA, USA tiempo completo
- Oferta promocionada
Case Manager (RN) - Utilization Management
Prime HealthcareSan Dimas, CA, United StatesA tiempo completo +1
- Oferta promocionada
SAP Operations Manager
Numeric TechnologiesLos Angeles, CA, USA tiempo completo
- Oferta promocionada
Deployment Operations Manager
Clearance JobsCosta Mesa, CA, USA tiempo completo