Overview:

As Third Road continues to grow at a breakneck pace, we’re looking for an organized, multitasker, who thrives in a fast-paced environment. The Finance and Operations Manager at Third Road Management will oversee the critical functions of finance, IT, operations, and HR for the firm. This role requires a dynamic hands-on leader who possesses strong analytical and technical skills, and has a passion for driving efficiency and innovation. The Manager will play a key role in creating and maintaining operational excellence, ensuring security and compliance, and fostering a collaborative workplace culture.

About Third Road Management:

Third Road Management, a pioneer in the booming fractional services industry with a nationwide presence, was established in 2015 with a singular mission: to revolutionize how small to mid-sized organizations view and manage their financial operations. Across the nation, there are over one million organizations generating revenues under $100 million that lack the essential strategic, financial, and operational expertise needed to establish a sustainable and scalable foundation. Third Road Management addresses this challenge by offering a re-imagined CFO suite, featuring some of the most skilled Fractional CFOs and Accountants available in the market.

Responsibilities Include:

Operations:

• Develop, document, implement, and monitor internal policies to maintain operational excellence.
• Analyze data to identify trends and drive decision-making.
• Collaborate with leadership to streamline processes and improve overall operational performance.
• Create and maintain workflows and implement technology solutions to maximize efficiency and consistency.
• Oversee capacity management and demand planning processes.

HR:

• Manage HR functions, including employee onboarding and benefit administration.
• Ensure compliance with employment laws and regulations.
• Manage internal communications and employee portal.
• Foster a positive workplace culture and support professional development initiatives.
• Implement and maintain employee development and training tools.

Finance:

• Prepare monthly financial packages, identifying trends and providing actionable insights.
• Prepare and maintain annual budget and rolling forecasts.
• Ensure accuracy and timeliness in financial reporting.
• Create, document, and monitor adherence to financial policies and internal controls.

IT and Cybersecurity:

• Manage IT infrastructure, including user access, system integrations, and software utilization.
• Oversee cybersecurity initiatives to ensure data security and compliance.
• Leverage Microsoft Office Suite, including Dynamics CRM, Teams, Excel, and Power Tools, to optimize workflows and data management.
• Implement and maintain technology solutions to enhance operations and efficiency.

Qualifications for this Role:

• Bachelor’s or advanced degree in Finance, Accounting, Business Administration, or a related field.
• Minimum of 8 years of experience managing finance, HR, IT, or operations, ideally with a blend of all.
• Advanced proficiency in Microsoft Excel and deep knowledge of the MS Office Suite.
• Experience managing cybersecurity and data security protocols.
• Proven ability to create, document, and enforce internal policies.
• Strong financial acumen with experience in financial analysis and trend identification.
• Familiarity with employee benefit plans and general HR functions.
• Exceptional organizational, analytical, and problem-solving skills.
• Outstanding verbal and written communication skills.
• Ability to manage multiple priorities and adapt to a fast-paced environment.

Culture and Total Rewards: Third Road Management embodies a culture that provides unmatched flexibility, empowerment and balance while delivering deep expertise and excellence for our clients.

• Unlimited PTO
• Competitive Base plus Bonus Opportunity
• Health, Dental & Vision Insurance
• 401(k)
• Genuinely Passionate & Personable Colleagues