Provide operational and executive support to leadership, including contract/proposal coordination, scheduling, and special project support.
Reduce administrative burden on billable professionals and contribute to an exceptional client experience through organized, responsive execution.
Coordinate workflows across recurring accounting and advisory engagements to support timely, high-quality client delivery.
Improve processes, documentation, and effective use of the firm's technology stack and automation tools to increase efficiency, consistency, and team effectiveness.
Manage project flow, priorities, team capacity, and deadlines; identify bottlenecks and help keep work moving.
Support accountability and operating rhythms through workflow tracking, internal coordination, meetings, and follow-up.
Track and report key operational metrics, providing visibility into capacity, utilization, and delivery performance.
Help drive firm simplification, operational discipline and continuous improvement.

Bachelor's degree in a relevant field preferred; equivalent practical experience may substitute.
5+ years in operations, project coordination, practice management, or similar professional services environment.
Demonstrated initiative, resourcefulness, and ownership mindset.
Proven problem solver with a 'figure it out' approach.
Strong project management and workflow coordination skills.
Experience with practice management and cloud-based business tools.
Familiarity with process improvement and operational metrics.
Strong technology aptitude, including comfort with business applications, workflow tools, and adopting new technologies.
Working familiarity with accounting or professional services environments preferred.

Human Connection – The deep bond formed between people through empathy, understanding and shared experiences
Intentionality – Purposeful and deliberate action taken to align goals with values
Grace – Offering understanding and kindness, even in difficult situations
Innovation – The drive to continuously explore new ideas and solutions
Continuous Improvement – They embrace change and strive to deliver greater value for their clients and each other

Practice Operations Manager

Key skills