Financial operations manager

The Financial Operations Manager will be a critical member of the firm’s leadership team, initially focused on finance and operational management with a clear path toward a broader business management/COO role. This position reports directly to the firm’s leadership and will take ownership of key financial and operational processes while shaping long-term firm strategy.

• Manage client billing, invoicing, and collections, ensuring timely and accurate revenue recognition.
• Lead internal financial reporting, monthly closes, budgeting, forecasting, and approval processes.
• Oversee operational efficiency initiatives, including process improvements in expense management and firmwide workflows.
• Coordinate year-end financial statements prepared by external accountants and support tax preparation, filings, and R&D credit submissions.
• Manage U.S. logistics and compliance for international employees, including visa documentation and tax coordination.
• Oversee vendor payments, purchase orders, and all contractor engagements.
• Manage firm contracts, NDAs, and vendor agreements, ensuring regulatory and confidentiality compliance.
• Serve as a trusted partner to leadership on strategic initiatives and long-term operational planning.

• Bachelor’s degree in Accounting, Finance, or a related field from a strong public or private university.
• 3–6 years of experience in finance, accounting, and operations, ideally at a small- to mid-sized professional services or boutique firm.
• Strong understanding of U.S. GAAP and taxation.
• Proficiency in Excel and familiarity with accounting software; experience with internal financial systems a plus.
• Exceptional attention to detail, organizational skills, discretion, and ability to manage multiple priorities.
• Strong interpersonal and communication skills with a collaborative mindset.
• Demonstrated ability to take ownership of broad responsibilities and grow into a senior operational leadership role.

• Take ownership of the firm’s finance and operations function while building a path toward COO-level leadership.
• Work directly with firm leadership and have broad visibility across all aspects of the business.
• Play a central role in shaping internal processes, operational efficiency, and strategic growth.
• Join a collaborative, entrepreneurial team that values ownership, initiative, and long-term development.
• Gain exposure to a wide range of finance, operations, and business management responsibilities in a dynamic, high-impact environment.