Operations & Finance Execution Manager
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Job Description
Operations & Finance Execution Manager for fractional CFO firm, managing operations and finance execution across multiple clients. Ensuring accurate payroll cycles and data integrity.
Responsibilities:
- Ensure that all client backend operations run flawlessly — payroll coordination, data accuracy, compliance tracking, reporting, and internal workflow execution.
- Manage and coordinate a remote execution team (bookkeeping and virtual assistants) to ensure that every client deliverable is completed accurately and on time.
- Run and coordinate weekly payroll cycles across multiple clients using their respective systems.
- Collect and validate inputs (hours, commissions, bonuses, reimbursements) with VAs and client stakeholders.
- Ensure zero payroll errors through structured verification and pre-run checks.
- Supervise virtual assistants responsible for daily data entry across client systems.
- Validate accuracy of sales, operational, and financial data across multiple databases.
- Maintain tracking system for all client insurance policies, renewals, and updates.
- Ensure weekly performance reports are delivered to every client by Monday at noon local time.
- Work alongside accounting support to ensure financial accuracy and reconciliation.
- Maintain structured and organized documentation systems (Google Drive, Notion, CRM tools).
Requirements:
- 3–7 years of experience in operations, finance operations, or business administration
- Strong English communication skills (written and verbal)
- High proficiency in project and task management (ability to close loops independently)
- Experience with tools such as QuickBooks Online, Google Workspace, Notion, CRM systems
- Strong attention to detail and high standards for accuracy
- Experience managing remote teams or cross-functional coordination
- Comfortable working overlapping North American business hours
- Strong systems thinking and ability to manage multiple client workflows simultaneously**
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