Finance Operations Manager

2 weeks ago


Willow Grove, United States Matrix Executive Search, LLC Full time
Job Overview

Matrix Executive Search, LLC is in search of a seasoned Finance Operations Manager to enhance our finance team. This role is pivotal in leading a dynamic Accounting and Advisory Practice aimed at empowering entrepreneurs and privately held business owners to attain financial prosperity through various stages of their business journey, including growth, transition, and retirement planning.

Key Responsibilities:

· Supervise client engagements, ensuring quality and timely delivery of financial reports and reviews.

· Provide comprehensive advisory services encompassing bookkeeping for individuals and corporations, entity restructuring, budget creation, forecasting, and support for capital transactions.

· Develop a thorough understanding of client operations and strategic objectives.

· Mentor and cultivate the skills of junior team members.

· Foster and maintain strong relationships with clients to support their financial needs.

· Identify and pursue new business opportunities to drive firm growth.

Qualifications:

  • Bachelor's degree in accounting or a related discipline; an advanced degree is preferred but not essential.
  • Possession of an active CPA certification.
  • Experience in reviewing corporate and personal tax returns is advantageous but not mandatory.
  • Background in mergers and acquisitions or business transitions is a plus.
  • A minimum of 7 years of relevant professional experience, ideally within a public accounting environment.
  • Strong knowledge of financial statement preparation and Generally Accepted Accounting Principles (GAAP).
  • Demonstrated client service skills with the ability to build robust client relationships.
  • Experience in recognizing and addressing client needs, including effective communication and budget management.
  • Proficiency in CCH ProSystem fx Engagement and QuickBooks is desirable.
  • Advanced skills in Microsoft Office Suite, particularly Excel.


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