Job Type
Full-time
Description
Operations Manager
The Operations Manager will work hand-in-hand with Firm leadership to help execute processes, procedures, and overall ensure all team members are collectively driving Firm strategy. The Operations Manager should complement strengths and managerial style of the Firm’s leadership team to collectively manage and drive the practice.
Key Competencies:
- Exceptional project management skills
- Effective delegation of proper tasks
- Strong interpersonal skills, focused on employee experience
- Decision-making, problem-solving, results-driven
- Strong communication skills to effectively:
- Resolve conflict and issues
- Influence department policy
- Build consensus among groups of diverse internal/external stakeholders.
Below are key areas in which the Operations Manager will focus on with regards to day-to-day operations:
- Learning & Development
- Client Service Operations
- People & Culture
Learning & Development:
- Work with Firm leadership to plan training calendar for the fiscal year based on desired training/skill needs.
- Work with Firm leadership on accountability measures put in place from various training programs.
- Assist leadership with developing content and determining outside resource needs for ongoing training.
- Be available for all levels to discuss career progression and help align passions with career development (especially focused on seniors and above).
- Work with leadership to develop targeted training and/or programs to help develop skills for the next wave of partners.
Client Service Operations:
- Collaborate with the Administrative Support Team (including schedules, duties, changes to processes, feedback, etc.).
- Work with schedulers to ensure best use of all team members (Firmwide regardless of locations; including Vitae).
- Work with Leadership to implement new policies as needed.
- Oversees 2080 budgeted to actual schedules (weekly and monthly). Follows up with employees as needed. Sends monthly reporting to Department Head and Director of Operations.
- Ensures the Administrative Support Team are data “gate keepers” for new client and new engagement setups.
- Once notified of termination: works with Department Head and Human Resources, as needed, to ensure no disruption to client service.
- Ensure proper oversight of workflow.
People & Culture:
- Works with Department Head and Human resources to determine hiring needs of Staff and Interns.
- Participates in interviews for applicable Departments as needed.
- Coordinates onboarding process with Human Resources for applicable Departments (including input on training schedule and advisor assignments).
- Works with Human Resources to effectively navigate any personnel conflicts.
- Works with Department Head and Human Resources to address employees in need of performance improvement plans, and/or constructive feedback, and/or increased accountability measures.
- Upon a resignation or termination, works with Department Head and Human Resources to understand any nuances to be considered for potential improvement areas.
- Oversees and effectively communicates to appropriate leadership members any concerns from staff.
- Works with the Department Head and Director of Operations to help set annual department goals, and helps focus those goals in specific areas as needed (relationship development, technical ability, communication skills, etc.).
- Serves as liaison to the “active-retired partners” to ensure they are effectively notified of policy and procedure changes, and various Department updates.
Requirements
Education Requirements:
HS Diploma required.
BS degree is preferred
Experience:
3- 5 years of full Operations experience in a financial environment is preferred.
Skills:
- Highly Confidential
- Self-starter & independent worker
- Positive Attitude
- Good communication skills
- Written & oral communication skills to communicate effectively with clients & vendors
- Written & oral communication skills to communicate effectively with partners, managers, and staff
- Written and oral communication skills to train others
- Knowledge of Practice Management Workstation in CCH a plus
- Intermediate knowledge of Excel
- Basic knowledge of Word
Benefits & Perks:
With EFPR’s 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry. 2080 combined with our Flex Policy, and our competitive compensation and benefits package, EFPR remains a destination employer. If you want to join a team that offers excellent opportunities for career development and advancement, please visit our website, here (https://protect-us.mimecast.com/s/ziE6CDkxY0H5DJ1zCW9xHl).
Salary Description$65,000 - $85,000
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