Finance Operations Manager

Capital CFO+

Finance Operations Manager at Capital CFO+ overseeing both for-profit and nonprofit accounts. Leading an accounting team to ensure exceptional service delivery across all engagements.

Posted 7/8/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorLead💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in managing finances for both nonprofit and for-profit organizations, with a strong focus on financial reporting, budgeting, and accounting best practices. Proven ability to lead and mentor accounting teams while ensuring accurate and timely client deliverables.

Highest-signal resume keywords

Bachelor's Degree In Accounting7+ Years Of Progressive Accounting ExperienceExtensive Experience Managing Nonprofit FinancesAdvanced Proficiency In QuickBooks OnlineExperience Leading Accounting Cleanup Projects

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ReportingMonth-End CloseReconciliationsBudgetingFinancial AnalysisAccounting System SetupAccounting Best PracticesProcess Improvement InitiativesClient Deliverables ManagementAccounting Cleanup Projects

Soft Skills

Organizational SkillsCommunication SkillsClient Relationship ManagementMentoringCoaching

Tools & Technologies

QuickBooks OnlineQuickBooks Desktop

Certifications & Qualifications

CPA

Industry Keywords

Nonprofit OrganizationsFor-Profit OrganizationsFinancial GuidanceOperational RecommendationsAccounting Records AssessmentTransition Planning

About the role

Key responsibilities & impact

Manage a portfolio of nonprofit and for-profit client engagements.
Review monthly financial reports for quality and accuracy.
Provide financial guidance and operational recommendations to clients.
Ensure all client deliverables are completed accurately and on schedule.
Lead accounting cleanup projects for new and existing clients.
Oversee client onboarding, including assessment of accounting records, accounting system setup, and transition planning.
Support implementation of accounting best practices, internal controls, and standardized procedures.
Assist with special accounting projects and process improvement initiatives.
Complete QuickBooks online transitions and training sessions.
Supervise and mentor a team of CFOs and bookkeepers.
Provide coaching, training, and performance feedback to accounting staff.
Manage performance reflections for accounting staff.
Serve as an escalation point for accounting questions and client issues.

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, or related field
7+ years of progressive accounting or finance experience
Previous experience in a Controller, Finance Manager/Director, CFO, or similar leadership role
Must have extensive experience managing finances for non-profit organizations
Proven experience supervising and mentoring accounting or finance teams
Strong understanding of financial reporting, month-end close, reconciliations, budgeting, and financial analysis
Experience leading accounting cleanup projects and transitioning accounting systems
Advanced proficiency in QuickBooks Online and Desktop
Excellent organizational, communication, and client relationship management skills
Ability to manage multiple priorities in a fast-paced, client-service environment
Experience managing both nonprofit and for-profit accounting engagements strongly preferred
Experience with both CFO level work and bookkeeping preferred
CPA preferred but not required
Residency local to NYS Capital Region.

Benefits

Comp & perks

Health insurance
Opportunity for advancement
Paid time off
Vision insurance
401(k)
401(k) matching
Dental insurance
Flexible schedule