Oversee operations, finance, and administration, including accounting, tax, HR coordination, IT, compliance, and vendor management. Support leadership with strategic initiatives, acquisitions, financial reporting, and maintaining strong relationships to ensure growth and stability.

THE DETAILS:

• Firm Operations & Administration – Lead back-office functions, personnel management, HR coordination, IT oversight, and administrative compliance (licensing, health/safety, insurance, retirement plans, office leases).

• Finance & Accounting – Oversee billing, collections, bank reconciliations, financial statements, tax filings, treasury management, equity reporting, and cash flow forecasting.

• Leadership & Strategy – Contribute to Executive Committee decisions, execute strategic initiatives, support acquisitions/onboarding, and provide transparent financial and operational reporting.

• Vendor & Relationship Management – Manage external vendors (IT, tax, retirement, banking), negotiate contracts, and maintain relationships to support firm operations and growth.