Office Manager, Finance & Operations

We have an exciting opportunity to lead a financial advisory office as the Office Manager, Finance & Operations. In this role, you will be responsible for managing the entire accounting & financial operations of the firm in addition to operations and HR. This is an incredible opportunity to have your thumbprint in the organization by being hands on and wearing many hats to help the organization succeed.

You will work directly with senior leadership. Strong communication and problem-solving skills are a must! If you are a professional who has an entrepreneurial spirit and enjoys helping others, this could be the perfect opportunity for you.

This is an onsite role in Greenville, SC.

Essential Duties & Functions

• Perform for all accounting needs for multiple entities including financial statements and reporting, forecasting, daily cash management and payroll
• Create detailed Excel reporting to support monthly financial results and specific performance metrics
• Demonstrate continuous process improvement within all areas of accounting while ensuring that required internal control systems are set/remain in place
• Manage expenses, bill pay and budgeting for the firm
• Perform monthly and quarterly client billing
• Analyzes and reconcile client billing and incoming commissions
• Take initiative with cost-saving opportunities
• Monitor, maintain and communicate with firm’s IT provider
• Manage software contracts and communication with software vendors
• Responsible for facilities management
• Manage vendors including building and lawn maintenance, copier/scanner, alarm systems, etc.
• Perform the renewal of all active business licenses for both the facility and its occupants
• Monitor individual and agency licensing requirements including renewal processes
• Responsible for keeping firm manuals up to date
• Manage and maintain personal time off (PTO) records for employees
• Responsible for all confidential employee files as well as the firm’s onboarding and termination documents
• Point person to address employee concerns or address improvement areas confidentially
• Point person for recruiting when hiring to include preparing job descriptions, screening, scheduling interviews and participation in the selection of the new hire

Qualifications

• Bachelor’s degree in accounting, finance or business; or relevant experience
• Minimum 8-10 years of accounting/finance experience in a professional services setting
• Experience conducting month-end and year-end close processes, cost allocation, revenue recognition, budget creation and management, and cash and expense management.
• Experience in QuickBooks or similar small business accounting software; ability to learn quickly and pivot when necessary
• Desire to wear many hats and be a team-player

For confidential consideration, please email careers@forgesc.com or apply directly!