Manager Operations & Client Relations

Job Summary::
To own client relationships end-to-end, coordinate the internal team of bookkeepers and analysts, and ensure financial deliverables are accurate, timely, and client-ready. This is a leadership role at the intersection of client success, financial management, and operational excellence.

Key Responsibilities::

• Serve as the primary client liaison, managing expectations, relationship health, and proactive risk escalation.
• Represent the company professionally in all client and external forums.
• Oversee monthly/quarterly financial close and the production of accurate, audit-ready financial statements (P&L, Balance Sheet, Cash Flow).
• Perform Quality Control (QC) on all bookkeeping outputs and ensure the on-time delivery of polished, executive-level management reports.
• Lead and coordinate the internal bookkeeping and analyst teams, running standups and balancing workloads.
• Develop, manage, and maintain project plans, tasks, and SLA trackers to ensure accountability and deadline adherence.
• Drive operational excellence by mapping and refining core processes (intake to reporting).
• Identify, document (SOPs), and implement automation and technology solutions to enhance efficiency and minimize errors.

Requirements:
Experience::

• 5+ years of experience in bookkeeping, finance, or operations, including team management.
• Demonstrated success managing client relationships and delivering financial services.
• Extremely proficient with technology and digital tools - must be able to learn, adopt, and optimize software platforms quickly.
• Proficiency in QuickBooks Online is required; experience with Float, Payworks, G-Suite/Google Workspace, and project management software (e.g., Asana, Trello, ClickUp, Monday.com) is a strong asset.
• Exceptional communication and client-facing skills.
• Strong leadership and team management capabilities.
• Highly organized with proven project management experience.
• Analytical thinker with strong problem-solving skills.

Education::

• MBA or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.

Benefits:
Market Competitive Salary
Work from anywhere
Standard EST Working Hours

Interested candidates can apply through the following:
ayesha@highstreetresources.com
www.highstreetresources.com