POSITION TITLE: Financial Operations Manager
Position Summary: The Financial Operations Manager will be responsible for overseeing the firm's financial accounting functions as well as the entire revenue cycle, from client intake to payment posting. This individual will also provide operational leadership and support to other administrative areas of the firm. This newly created position will play a key role in ensuring the accuracy of financial reporting and efficiency in revenue cycle management, both drivers of the organization's financial health. The ideal candidate will have professional services experience and the ability to manage financial and operational workflows unique to a client-service organization. This role reports to the Chief Financial Officer.
Essential Job Functions: Financial Reporting Oversee the firm's internal financial and management reporting, ensuring accurate and timely results Oversee accounts receivable, accounts payable, and payroll processing functions Assist with budgeting and forecasting efforts in collaboration with firm leadership Provide support to the CFO as needed related to external reporting, compliance requirements and ad-hoc projects and analysis
Revenue Cycle Management Manage the firm's revenue cycle, ensuring accurate and timely client billing Ensure that efficient and effective billing processes are in place to support client satisfaction, manage firm risk and optimize cash flow Review, improve and promote adherence to firm policies related to client intake and collections Identify inefficiencies and implement best practices and/or automation tools to streamline billing and collection processes Manage all accounts receivable and collection efforts in collaboration with firm leadership Oversee maintenance of practice management database to improve the accuracy and usefulness of data Ability to think through complex billing issues and develop new client billing arrangements Develop KPIs and dashboards to monitor the health of the revenue cycle; track key billing metrics and report on trends, anomalies, or opportunities
Operations Management Review administrative processes from a holistic perspective and consider necessary changes to support standardization of workflows and growth initiatives of the firm Assist with management of firm's outsourced information technology partner and related initiatives Evaluate tools and vendors that support scalability and operational excellence Support the firm's growth as needed; new office locations, technological improvements, etc.
Team Leadership & Firm Engagement Supervise internal accounting and administrative staff Mentor and lead team through daily in-person interaction and constructive feedback for professional growth Participate in firm committees and activities Promote the firm positively in the community and through professional organizations involvement Perform other duties as assigned
Qualifications: Bachelor's degree in accounting or finance (highly preferred) 5-8 years of demonstrated experience in accounting and financial reporting, preferably in a public accounting firm or professional services environment Experience with time and billing systems in a public accounting or professional services firm (preferred) Strong understanding of WIP (Work in Progress), billing rates, utilization and realization 2+ years of demonstrated leadership, including supervision of internal staff and external vendor relationships Proficiency with Microsoft 365 (Office apps, Teams, OneDrive, etc.), and advanced Excel skills and financial modeling capabilities Strong analytical, organizational, and communication skills High integrity, discretion, and attention to detail Advanced computer literacy, including proficiency with accounting and practice management systems (e.g., Sage Intacct, QuickBooks, CCH ProSystem Practice Management, etc.) Valid driver's license and reliable transportation for occasional travel to B&M office locations Proven ability to work independently and collaboratively within a team setting
Awesome Perks for Our Team: At Brixey & Meyer, we know that happy, healthy employees make the best teammates. That's why we go beyond the basics to offer top-tier benefits, work-life balance, and a culture that has earned us Best Places to Work Recognition 10 times!
- Day-One Medical, Dental, and Vision Insurance: Your health matters, and we make sure you're covered from the start.
- Lifestyle Spending Account: Use this flexible benefit for wellness, fitness, or other personal expenses, enhancing your overall well-being.
- Pet Insurance: Because we know your furry friends are family, too!
- 401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.
- Holiday Pay & Flexible Time Off: Take the time you need to relax, recharge, and enjoy life.
- Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences.
- Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities.
- Training and CPE Credits: Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field.
Why Join Us? Be part of a dynamic team that values your expertise, fosters growth, and encourages innovation. You'll work with diverse clients, tackle exciting challenges, and make a real impact while enjoying a fun, supportive environment where your contributions are celebrated.
Ready to Join? If you're ready to take the next step in your career and be part of something great, we want to hear from you! Apply now and let's build a brighter future together at Brixey & Meyer. Brixey & Meyer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees
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