Job Requirements

Administrative Functions of the Chief Operating Officer (COO)

• Develop, maintain, and enforce standard front office/processing procedures across the firm. Continually monitor for improvements.

• Maintain master client list and services performed for client.

• Develop, maintain, and enforce standard onboarding and offboarding checklists/procedures for clients.

• Oversee and assist Human Resources Manager with all functions of Human Resources.

• Ensure staff have appropriate resources and tools necessary to perform assigned duties (workstations, computers, access to programs/software, office supplies).

• Develop agendas for, and participate in, all Member meetings. Provide regular updates on status of tasks assigned and happenings at the firm.

• Prepare minutes for all Member and firm-wide meetings.

• Assist firm committees in implementing new procedures/software/tools, etc.

• Oversee administrative staff and assist, as needed.

• Ensure the upkeep of all buildings and grounds, including regular visits to all offices to visually observe conditions.

• Coordinate and facilitate all firm-wide meetings including agendas, speakers, venue, food, etc.

• Attend all firm committee meetings to provide cohesive and aligned operations.

• Continuously monitor processes and procedures to ensure they are aligned with firm strategic goals.

• Stay up-to-date on standard practices in the accounting industry to enhance productivity and efficiencies.

• Regularly review staffing needs and assist HR manager to fill gaps.

• Assist Members with monitoring operational risk. Implement solutions to mitigate risk.

• Champion the time and billing software. Provide training, report writing and other necessary information.

Financial Functions of the Chief Operating Officer (COO)

• Maintain accurate and timely accounting records for the firm and related entities.

• Monitor expenditures and provide approvals.

• Develop firm budgets and continuously monitor throughout the year. Includes capital budgets for investments in technology, facilities, and grounds.

• Produce timely financial reports and assist with preparation of tax returns.

• Ensure firm is adhering to all regulatory guidelines.

• Implement automation and efficiencies to accounting function.

• Develop and maintain centralized billing department.

• Review billing by Member and assist with setting billing goals.

• Monitor WIP and old billings.

• Create forecasts for firm revenue areas.

• Develop KPIs for firm measurement and goal settings.

• Provide suggestions for resource allocations and investments – work with DB&C Advisors, if necessary.

• Assist with potential mergers and acquisitions.

Qualifications of the Chief Operating Officer (COO)

• Bachelor’s degree in business, finance, or a related field (required).

• Master’s degree (preferred).

• Certified Public Accountant (CPA) (preferred).

• 10+ years of professional experience with at least 5+ in management.

• Demonstrated ability to lead and manage multiple departments and initiatives.

• Understanding of the public accounting industry, including its regulations and risks.

What We Offer

• An environment promoting and enabling a healthy work/life balance. 

• A competitive compensation and benefits package including medical, dental, vision, long term disability, life insurance, 401(k), flexible spending account, vacation time, and more.

• A commitment to the personal and professional development of all our team members.

• An opportunity to work with a large variety of clients at multiple levels.

• Advanced technology and communication systems.

• Client referral bonus.

*Salary commensurate with experience.