Senior Manager overseeing operations to enhance client delivery for a CPA and advisory firm. Collaborating with teams to maintain high-quality standards and drive continuous improvement across services.
Responsibilities
Oversee daily operations and work product quality across service and functional delivery teams.
Partner with CAS practice operations to ensure standardized reporting and client delivery procedures are met.
Ensure adherence to service-level agreements and standardized operational procedures.
Lead change management initiatives and enforce governance of operational processes.
Define and maintain operational metrics and dashboards using data analytics tools.
Collaborate with offshore teams to ensure accuracy, quality, and process optimization.
Maximize offshore workforce impact through targeted process improvements.
Manage the creation and upkeep of guidelines, training materials, and project documentation.
Monitor project timelines, allocate resources, and adjust plans to meet deadlines.
Communicate updates and changes clearly to internal teams, leadership, and stakeholders.
Maintain and enhance reporting tools and dashboards for performance tracking.
Develop and implement policies and procedures to improve team output and efficiency.
Establish statistical methods to measure progress and support strategic vision.
Ensure consistent documentation and use of standardized templates in project management systems.
Review and update training and resource databases to support team development.
Requirements
Minimum 7 years of experience in operations or project management, ideally in a professional services environment
People management experience of 2+ years
Experience managing multiple client engagements in a fast-paced, deadline-driven environment
Bachelor’s degree in related field
Excellent communication skills and a passion for supporting a team culture
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
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