Role Overview

We are seeking a detail oriented Financial Operations Manager to oversee the day to day

financial management and operational accounting for the business. This role is

responsible for maintaining accurate financial records, managing payroll and contractor

payments, coordinating tax preparation with CPA partners, and producing monthly

financial reports that support leadership decision making.

The ideal candidate combines strong bookkeeping expertise with practical accounting

knowledge and the ability to manage financial operations across multiple accounts,

partners, and regulatory requirements.

Key Responsibilities

Financial Operations & Bookkeeping

• Maintain and manage the company chart of accounts
• Oversee monthly bookkeeping and perform cleanup when required
• Reconcile bank and credit accounts
• Manage additional financial accounts as the company scales
• Prepare accurate monthly financial reports including profit and loss statements, balance sheets, and cash flow summaries
• Participate in monthly meetings with CPA advisors to review financial performance
• Provide financial insights that support budgeting, forecasting, and strategic planning

Payments & Payroll

• Set up and manage owner payroll
• Process contractor payments and partner distributions
• Oversee personalized bill payment workflows and vendor management

Compliance & Filings

• Coordinate LLC formation and annual business filings as required
• Manage additional local regulatory filings and registrations
• Support CPA partners in preparing estimated quarterly tax payments

Stakeholder Support

• Provide direct support through a private communication channel for urgent financial questions
• Coordinate with external CPAs, tax advisors, and financial planners

Financial Reporting & Advisory

• Prepare personalized monthly financial reports for leadership
• Participate in monthly meetings with CPA advisors to review financial performance
• Provide financial insights that support budgeting, forecasting, and strategic planning

Stakeholder Support

• Provide direct support through a private communication channel for urgent financial questions
• Coordinate with external CPAs, tax advisors, and financial planners

Qualifications

• 3 to 6+ years experience in bookkeeping, accounting operations, or financial management
• Strong understanding of financial statements and accounting principles
• Experience managing payroll and contractor payments
• Familiarity with tax preparation processes and working with CPA firms
• Experience with accounting platforms such as QuickBooks, Xero, or similar systems
• High attention to detail and strong organizational skills

Nice to Have

• Experience supporting multi partner businesses or multiple entities
• Familiarity with business compliance filings and entity management
• Background working with small businesses or startups

What Success Looks Like

• Clean, accurate financial records and reconciliations
• Clear monthly reporting that supports leadership decisions
• Timely payroll, contractor payments, and filings

Schedule

• Flexible, 1-2 hours/week

How to Apply

• Please include a resume when submitting your application
• Indicate your desired wage per hour in USD