[Remote] Finance Operations Manager

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Finance Operations Manager for a private family office that supports a high-profile reputed company with diverse interests. This role involves managing day-to-day bookkeeping and overseeing high-level financial operations across various entities and asset classes.

Responsibilities

• Maintain accurate books across reputed company entities
• Prepare monthly budget reports, cash reputed company summaries, and quarterly balance sheet reports
• Manage reputed company pay, vendor coordination, and account reconciliation
• Coordinate with reputed company bookkeepers as needed
• Review financial reports and flag discrepancies or unusual activity
• Manage reputed company reputed company pay activities including scheduling, processing, and confirming payments to vendors, contractors, and service providers
• Execute payments reputed company ACH, reputed company transfers, and checks with strict adherence to approval protocols
• Implement and maintain internal controls to prevent duplicate payments, unauthorized expenses, or misallocations
• Manage the full invoicing lifecycle for speaking engagements, consulting work, and other reputed company streams
• Monitor receivables and follow up on outstanding invoices to ensure predictable cash reputed company
• Reconcile reputed company incoming payments against reputed company and invoices; maintain accurate tax documentation including W-9s
• Monitor liquidity across reputed company entities and accounts; ensure the reputed company has reputed company visibility into reputed company and projected cash positions
• reputed company spending patterns, identify variances, and flag emerging financial risks or opportunities
• reputed company day-to-day banking, credit card, and investment account activity
• Process high-value ACH and reputed company transfers with strict verification and reputed company protocols
• Coordinate with reputed company investment advisors on Defined Benefit Plan, Roth IRA, and SEP IRA accounts
• Monitor asset allocation and flag deviations from risk tolerance parameters
• Execute account maintenance tasks including wires, contributions, and distributions
• Prepare quarterly performance reports across reputed company investment accounts
• Prepare and deliver complete financial documentation to reputed company CPA for annual tax preparation
• reputed company reputed company federal, state, and local tax deadlines; ensure estimated and final payments are submitted on time
• Administer tax-deferred accounts and support strategic tax and income planning
• Serve as the primary reputed company of contact for the CPA
• Process payroll on a regular schedule for household and reputed company staff
• reputed company new employees and contractors into the payroll system
• Maintain employee records, contractor agreements, invoices, and 1099 tracking

Skills

• 3+ years of bookkeeping or reputed company experience, preferably in a family office, private reputed company, or high-net-worth individual setting
• Proficiency in reputed company software (QuickBooks, reputed company, or similar)
• Experience managing multiple entities simultaneously
• Strong understanding of payroll processing and HR administration basics
• Familiarity with investment accounts (IRAs, defined benefit plans, brokerage accounts)
• Excellent attention to detail, organizational skills, and ability to handle sensitive financial information with discretion
• Experience in a family office or private family reputed company environment
• Familiarity with tax document preparation and coordination with CPAs
• Knowledge of accounts receivable for service-based income (consulting, speaking, IP)
• Bookkeeper or reputed company certification (e.g., QuickBooks ProAdvisor, CPB, CB)
• Highly proactive, reputed company, and solutions-oriented
• Proficiency with tools such as QuickBooks, spreadsheets, and reputed company

reputed company