Operations & Finance Execution Manager for a U.S. CFO Firm

What You Will Do

• Run and coordinate weekly payroll cycles across multiple clients using their respective systems
• Collect and validate inputs (hours, commissions, bonuses, reimbursements) with virtual assistants and client stakeholders
• Ensure zero payroll errors through structured verification and pre-run checks
• Resolve discrepancies before execution, escalating only when necessary
• Supervise virtual assistants responsible for daily data entry across client systems
• Validate accuracy of sales, operational, and financial data across multiple databases
• Ensure all cancellations, callbacks, and production data are captured and updated weekly
• Maintain strict data consistency across CRM, spreadsheets, and client systems
• Maintain tracking system for all client insurance policies, renewals, and updates
• Proactively request updated insurance documentation when new hires or changes occur
• Ensure all certificates and compliance documents are stored and accessible
• Prevent lapses in coverage through proactive monitoring and escalation
• Ensure weekly performance reports are delivered to every client by Monday at noon local time
• Coordinate monthly reporting packages including P&L, KPIs, and cash flow projections by the 15th
• Verify completeness and accuracy of reports before distribution
• Ensure all reporting deadlines are consistently met without delay
• Work alongside accounting support to ensure financial accuracy and reconciliation
• Review flagged transactions and follow up with clients or internal teams for resolution
• Ensure financial records align with operational and reporting systems
• Escalate unresolved discrepancies with clear documentation
• Maintain structured and organized documentation systems (Google Drive, Notion, CRM tools)
• Ensure every client has a clearly organized and up-to-date operational folder
• Track tasks, owners, and deadlines to ensure full visibility and accountability
• Continuously improve internal workflows for efficiency and scalability
• Manage a remote team consisting of one bookkeeper and two virtual assistants
• Conduct daily check-ins and weekly team meetings to ensure alignment and progress
• Track task completion and enforce accountability standards
• Escalate blockers to leadership when needed
• Handle client communication related strictly to operational execution (not strategy)
• Respond to emails and messages within 24 hours
• Ensure clear, professional, and structured communication at all times

What We Are Looking For

• 5+ years of experience in finance and operations, preferably in a remote work setting
• Strong background in managing payroll, data, and compliance
• Experience in managing remote teams and coordinating with virtual assistants
• Excellent communication and project management skills
• Strong attention to detail and organizational skills
• Ability to work independently and manage multiple tasks and deadlines
• Experience with Google Drive, Notion, CRM tools, and other productivity software
• Strong analytical and problem-solving skills
• Ability to maintain confidentiality and handle sensitive information
• Bachelor's degree in finance, accounting, or a related field

Nice to Have

• Experience in the home service industry
• Knowledge of window cleaning and home service operations
• Certification in accounting or finance (CPA, CMA, etc.)
• Experience with data analysis and reporting tools
• Familiarity with lean startup methodologies

Benefits and Perks

• Competitive salary and benefits package
• Opportunity to work with a fast-growing company
• Flexible remote work arrangement
• Professional development and growth opportunities
• Access to cutting-edge technology and tools
• Collaborative and dynamic work environment
• Recognition and rewards for outstanding performance
• Comprehensive health insurance and benefits package
• Generous paid time off and vacation policy
• Remote work stipend and expense reimbursement
• Opportunity to work with a diverse and talented team