What are the responsibilities and job description for the Solutions Operations Manager position at CORNERSTONE ADVISORS OF ARIZONA LLC?
Job Details
Description
JOB SUMMARY
Cornerstone Advisors, a leading provider of management consulting services for banks, credit unions, and IT vendors who support financial institutions, is seeking a Solutions Operations Manager. A successful candidate will work effectively with our firm's consulting leadership to help enable exceptional client service through responsive administrative support and timely management of internal consulting team issues and prospect/client requests. Each Solutions Operations Manager at Cornerstone provides operational oversight of consulting services delivery for one of our solutions groups in conjunction with the partner(s) who lead each group.
ESSENTIAL FUNCTIONS
- Collaborate with Finance on financial trends and budget reporting for a team of consultants, requiring insight into the projects, clients, prospects, and backlog being pursued by the team.
- Responsible for running monthly solution group meetings on team performance and maintaining follow-up and/or "action" items.
- Preparation of sales materials, proposals, internal work plans, and work orders/agreements for clients/prospects.
- Project completion review, including financial, project documentation, and project system review.
- Assist in creating company management reporting.
- Manage project billings and coordinate collection efforts with Finance, including client outreach.
- Manage hourly billing logs with project managers and ensure timely approvals.
- Ensure that project plans and work orders are created for all new engagements that match budgeted project billings.
- Schedule and participate in sales calls within the team as appropriate.
- Coordinate with HR on employee onboarding/offboarding, including verification of proper business type.
Qualifications
REQUIRED SKILLS & ABILITIES
Practical / Technical Skills
- Advanced user in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other business solutions.
- General Accounting/Finance knowledge is required.
- Preference for candidates with a blend of Accounting, Human Resources, and Operations experience.
Language Skills
- Excellent communication skills - verbal and written in English
Successful candidates will possess:
- Strong attention to detail.
- Excellent decision-making. The ability to analyze and adapt to a changing environment.
- Ability to problem solve and determine the impact of their decision-making.
- Customer service mentality and ability to handle multiple internal clients.
- Ability to take the initiative, work without supervision, be resourceful, and be proactive.
- Strong organizational skills and attention to detail.
- Strong time and project management skills. Ability to effectively organize priorities.
- Contributes to team effort by accomplishing other functions as needed.
- Ability to wear many hats and be flexible in a fast-paced environment.
EDUCATION & EXPERIENCE
- Bachelor's Degree (business, finance, or marketing preferred); or a minimum of 6 years of financial and operational reporting experience
- 1 - 2 years of supervisory experience preferred
- Must be an advanced user of the entire Microsoft Office Suite
- Must be technically savvy with the ability to learn new software programs quickly
PHYSICAL REQUIREMENTS/WORK ENVIRONMENT
|
Physical Requirements |
Ability to sit for extended periods |
Travel Requirements |
0% |
|
Work Location |
Scottsdale, AZ |
Remote |
Onsite - AZ |
SUPERVISORY RESPONSIBILITIES
This role supervises a team of 1 -3 non-exempt employees.
OTHER DUTIES
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
EEO STATEMENT
Cornerstone Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Salary : $49,700 - $62,900
