Operations Manager

**Operations Manager — Financially SMART** **About Financially SMART** Financially SMART is a fractional CFO and outsourced accounting firm built exclusively for wealth management firms and RIAs. We serve advisory firms through a pod\-based model — each client is supported by a dedicated bookkeeper, senior accountant, and advisor — and we pair that service with FinSights AI, our proprietary financial analytics platform that gives clients real\-time dashboards, benchmarking, and AI\-driven commentary. We've grown to a 13\-person team in under three years. Now we need someone to make sure the machine runs as well as the people in it. **The Role** The Operations Manager is the connective tissue of the firm. You'll own how work moves through Financially SMART — making sure every client deliverable goes out on time and to standard, our CRM reflects reality, and our team operates from one playbook instead of many. You'll report directly to the Founder and partner closely with our Director of Finance, accounting pods, and client advisors. This is a builder role. You'll inherit a strong team and good systems, and your job is to tighten them, connect them, and scale them. What You'll Do **Service delivery \& deliverables oversight** * Track and manage the monthly delivery calendar across all clients — closes, financial packages, reports, dashboards, and forecasts * Monitor pod workloads and deadlines; spot bottlenecks early and reallocate or escalate before clients feel it * Own quality\-control checkpoints so every deliverable meets the firm standard before it goes out * Drive adoption of standardized processes, including our month\-end close checklist, across every pod **CRM \& workflow management (FinancialCents)** * Serve as the owner and administrator of our CRM/workflow system * Build and maintain recurring task templates, workflows, and client records so the system is the single source of truth * Hold the team accountable to keeping tasks, statuses, and notes current * Produce weekly operational reporting: deliverable status, overdue items, capacity, and client health **Firm operations \& alignment** * Run internal operating cadences — weekly team syncs, pod check\-ins, and status reviews * Document and improve SOPs for client onboarding, offboarding, and core service workflows * Coordinate new client onboarding from signed engagement through first deliverable * Support hiring and onboarding of new team members, including offshore staff * Identify gaps between sales, service, and FinSights, and close them * Act as a point of escalation for operational and client\-service issues What You Bring * 4\+ years in operations, practice management, or service delivery — ideally at an accounting firm, outsourced accounting/CAS practice, or professional services firm * Proven experience owning a CRM or practice management tool (FinancialCents, Karbon, Canopy, TaxDome, Asana, or similar) * A systems mindset — you see a recurring problem and buil