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 ma...

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