Operations & Accounting Manager - Kansas City, United States - Exponent

Description

Join a premier wealth management firm overseeing $3B AUM as an Accounting & Ops Manager.

This is a unique opportunity to move into a dynamic operations-focused leadership role at a firm with heavy acquisition interest from industry leaders.

It comes with options for an equity stake and a path to move into the COO / CFO seat based on performance.

The firm possesses a strong performance record and rejuvenation under a new management team aimed at accelerating growth.

Culture does have a button-up approach due to customers (primarily high-net investors) regularly being in and out of the office.

However, the managing partners drive a youthful and light working environment.
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Requirements

Manage staff accountant/outsourced bookkeeping for GL entries, AP, and AR.
Ensure credibility of month-end financials and lead MD&A with partners.
Monitor weekly cash flows, optimize treasury returns, and manage distributions.
Calculate and execute client fee revenue.
Drive annual budgeting process and revenue generation forecast.
Conduct sensitivity analysis on market performance and custodial fees.
Manage expense management including payroll, benefits, and vendor management.
Produce forecasts for partner meetings and present financial results at shareholder meetings.
Work with third-party tax partner for corporate and partner tax returns.
Manage banking relationships and short-term treasury management.
Responsibilities

Evaluate existing operations and implement technology solutions to optimize workflows.
Conduct industry benchmarking and analysis to maintain knowledge of best practices.
Manage the company's IT stack, evaluate third-party vendors, and oversee ongoing projects.
Evaluate and manage third-party relationships for employee benefits, insurance, and technology applications.
Own execution of monthly RIA compliance exercises and reporting, including various filings and audits.
Manage facilities and property management relationships.
Handle ad hoc responsibilities such as new employee onboarding workflows.
$130,000 - $160,000 a year

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