The Chief Operating Officer helps organize and re-strategize company goals within the administrative departments and functions while continuing to build and maintain relationships with current and future clients. This position encompasses a wide range of activities with involvement in all phases of administration, personnel, finance, facilities, and marketing. The Chief Operating Officer works closely with the Managing Partner on Firm-wide policy setting, problem solving and decision making. This person is responsible for planning, organizing, directing, and controlling the day-to-day operations of the Firm, and for directing the implementation of Firm policies as well as strategic initiatives.

Responsibilities:

• Implement business strategies and plans that align with the short- and long-term objectives developed in tandem with the partners.
• Support and restructure administrative teams to ensure proper operating functions are being met with efficiency and tact.
• Lead and assist with recruiting efforts to ensure top talent is being brought forward to the team.
• Work collaboratively to develop and/or improve systems, processes, controls and procedures that improve the overall efficiency of the firm and ensure excellent client service.
• Provide timely, accurate and complete reports on the operating condition of the company with the ability to present on those topics to stakeholders.
• Monitor performance with tracking software and take corrective measures when necessary; prepare detailed updates and forecasts.
• Provide leadership and mentorship to employees on several teams (i.e. admin, IT, HR, etc.).
• Oversee Administration, HR, recruiting and business accounting functions.
• Establish policies that promote company culture and vision. Analyze internal operations and identify areas for process enhancement.
• Build and maintain trusting relationships with key customers, clients, partners, vendors, and stakeholders.
• Translate strategy into actionable steps for growth, implementing organization-wide goal setting, performance management, and annual operations planning.
• Oversee company operations and employee productivity, building a highly inclusive culture that ensures team members can thrive and that organizational goals are met.
• Manage expenses and cash flow while handling appropriate reporting.

You must have:

• 8+ years of experience in executive leadership roles.
• BS/BA in Business Administration (specialize in Finance or Management) or related field.
• Proficiency in Windows/Microsoft Suite.
• Ability to collaborate well with other teams and take constructive criticism.
• Passion for growing winning teams with an intentional, collaborative company culture.
• Excellent leadership and organizational skills, with steadfast resolve and personal integrity.
• Understanding of business functions such as HR, Finance, marketing, sales, and production.
• Excellent interpersonal and coaching skills.
• Evidence of the practice of a high level of confidentiality.
• Excellent organizational skills.
• Travel required and use of personal car.

We would like you to have:

• Working knowledge of data analysis and performance/operation metrics.
• Understanding of advanced business planning and regulatory issues.
• Demonstrated competency in strategic planning and business development.
• Experience utilizing communication tools such as Microsoft Teams.
• Prior experience in the CPA or banking industry is a plus.
• Ability to troubleshoot and problem solve using research and industry knowledge.
• Being comfortable dealing with issues arising in high stress situations.
• Experience working with workflow systems, time and billing systems.