Financial Operations Manager

1 week ago


Santa Barbara, California, United States Balance Financial Management Full time
About the Role

We are seeking a highly skilled and experienced Financial Operations Manager to join our team at Balance Financial Management. As a key member of our accounting team, you will be responsible for leading a team of professionals and providing exceptional client service to our clients.

Key Responsibilities
  • Lead a team of accountants and provide coaching and guidance to ensure the delivery of high-quality financial services to our clients.
  • Develop and implement financial processes and procedures to ensure accuracy, efficiency, and compliance with GAAP.
  • Provide business advisory services to clients, including financial analysis, budgeting, and forecasting.
  • Manage the month-end close process, including the creation and maintenance of journal entries, balance sheet reconciliations, and financial reporting.
  • Develop and maintain internal controls and segregation of duties to ensure the security and integrity of client financial data.
  • Stay up-to-date with changes in GAAP and regulatory requirements, and implement changes as necessary.
  • Collaborate with clients to understand their financial needs and develop solutions to meet those needs.
  • Develop and maintain relationships with clients to ensure their satisfaction and retention.
Requirements
  • 5-7 years of experience as a Controller or Director in a mid-market organization.
  • Strong skills in change management, issue resolution, data analysis, and financial reporting.
  • Excellent communication and leadership skills, with the ability to motivate and guide a team.
  • Hands-on experience with large ERP software systems and implementations.
  • Cloud-based technology aptitude and advanced Excel skills.
  • Four-year degree in Accounting or Finance, with a CPA or MBA preferred.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • The chance to work with a talented and experienced team.
About Balance Financial Management

We are a business consulting and accounting service that focuses on building sustainable financial structures and supporting our client partners' growth. We pride ourselves on our accessible, high-touch, human-centered approach, successfully creating dynamic, long-term client partnerships that foster optimal company performance.



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