The Senior Operations Associate plays a pivotal role in supporting the firm's core mission of outsourcing finance functions and talent to various clients. This role demands strong organizational skills, attention to detail, and the ability to handle complex manual processes.

Senior Operations Associate

Position Overview

The Senior Operations Associate plays a pivotal role in supporting the firm's core mission of outsourcing finance functions and talent to various clients. This role demands strong organizational skills, attention to detail, and the ability to handle complex manual processes. The ideal candidate will thrive in a collaborative environment that requires seamless interdepartmental communication and regular engagement with external stakeholders, including strategic partners and vendors.

Key Responsibilities

• Operations Management: Oversee day-to-day operational workflows to ensure smooth delivery of outsourced finance functions. Coordinate tasks across departments to maintain efficiency and timeliness.
• Database Management: Handle heavily manual databases, primarily Excel-based, ensuring accuracy and completeness of financial records and reports.
• Interdepartmental Communication: Act as a bridge between various departments, facilitating communication and collaboration to address operational challenges and streamline processes.
• Stakeholder Relations: Liaise with external stakeholders, including strategic partners and vendors, to manage relationships, resolve issues, and uphold service standards by providing requested data in a timely manner.
• Process Improvement: Monitor and assess processes to ensure adherence to company standards, identify inefficiencies, and propose solutions to improve operations.
• Reporting and Analytics: Generate and analyze reports to support decision-making and provide insights to clients and internal teams.
• Upholding Company Values and Culture: Ensure departments drive company culture and values with each team member from onboarding to offboarding, delivering excellent customer service across old stakeholders.

Required Qualifications

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field.
• At least 3-5 years of experience in operations, finance, or a related function, preferably in a consulting or outsourcing environment.
• Proficiency in Microsoft Excel, PowerPoint and other relevant tools, with a comfort level in managing manual, data-heavy processes.
• Strong verbal and written communication skills, with the ability to convey complex information effectively across departments and to external stakeholders.
• Experience in client relationship management and collaboration with strategic partners and vendors.
• Excellent organizational skills and attention to detail.
• Ability to work in a fast-paced environment and adapt to changing priorities.
• Experience in finance outsourcing or consulting roles.
• Knowledge of financial systems, processes, and compliance regulations.
• Proven ability to identify process improvements and implement solutions.
• Problem-Solving: Ability to identify operational challenges and develop efficient, innovative solutions.
• Collaboration: Strong team player with a proactive approach to working across departments and external organizations.
• Attention to Detail: Meticulous in ensuring the accuracy and quality of data and processes.
• Communication: Skilled in articulating ideas and information clearly and effectively, both internally and externally.
• Adaptability: Comfortable managing multiple priorities and shifting workloads in dynamic environments.

Preferred Qualifications

Key Competencies

Work Environment

• Primarily office-based work with occasional meetings involving stakeholders and partners both on and off site.
• Heavy use of Excel and other manual databases to manage and organize financial data.
• Collaborative interactions with interdepartmental teams and external entities.