Financial Operations Manager

3 days ago

Philadelphia, Pennsylvania, United States Engage Search Partners, LLC Full time
Job Title: Financial Operations Manager

Engage Search Partners, LLC is seeking a highly skilled Financial Operations Manager to join their team in Philadelphia, Pennsylvania.

The ideal candidate will have a strong background in accounting and financial management, with a minimum of 5-7 years of experience in a leadership role. The Financial Operations Manager will be responsible for overseeing and managing the accounting operations for the company and its clients, ensuring accurate financial reporting, compliance with GAAP, and SEC reporting.

The successful candidate will also support clients in their go-to-market strategies by providing financial insights, participating in capital raising efforts, and advising on debt structuring. Additionally, the Financial Operations Manager will analyze financial data to identify trends, variances, and areas of improvement for clients in the energy sector.

Key Responsibilities:
  • Manage all aspects of financial reporting for the company and client projects, ensuring compliance with GAAP and other relevant accounting standards.
  • Prepare monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements.
  • Analyze financial data to identify trends, variances, and areas of improvement for clients in the energy sector.
  • Collaborate with consulting teams to provide financial expertise on client engagements, capital raising efforts, M&A activity, and debt structuring.
  • Assist clients in preparing for audits, M&A due diligence, and investor presentations.
  • Support the CFO/CEO of client companies with annual budgets, quarterly variance analysis, KPI tracking, and ad-hoc reporting.
  • Work closely with clients and internal teams to evaluate financial positions, create financial models, and support capital raising activities.
  • Provide insights into debt structuring options, ensuring clients receive optimal terms to support their growth and operational needs.
  • Ensure compliance with relevant industry regulations and tax laws, especially as they relate to energy projects and investments.
  • Coordinate with external auditors, tax advisors, and regulatory agencies to ensure timely and accurate reporting.
  • Lead the budgeting and forecasting process for both internal operations and client engagements.
  • Develop financial models to assess the viability of new projects, track performance against forecasts, and advise on risk management strategies.
  • Identify and implement process improvements to enhance financial reporting, operational efficiency, and internal controls.
Qualifications:
  • Bachelor's degree in Accounting, Finance, or a related field (CPA or MBA preferred).
  • Minimum of 5-7 years of experience in accounting or financial management, with at least 2 years in a leadership role.
  • Experience working in public accounting Audit practice.
  • Strong understanding of financial reporting, GAAP, and SEC reporting is a plus.
  • Proficiency in accounting software (e.g., QuickBooks, NetSuite) and advanced knowledge of Excel.
  • Excellent communication and interpersonal skills, with the ability to present complex financial information to non-financial stakeholders.
  • Strong analytical and problem-solving skills, with a focus on driving business results.
  • Ability to manage multiple priorities in a fast-paced, client-focused environment.
Benefits:
  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • Retirement savings plan with company match.
  • Generous paid time off and holiday schedule.
  • Professional development and growth opportunities.

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