Finance

Finance and Operations Manager

Looking to hire your next Finance and Operations Manager? Here’s a full job description template to use as a guide.

About Vintti

At Vintti, we're redefining the economics of staffing for US businesses. Our agency connects SMBs, startups, and firms with top Latin American talent, offering a dual benefit of high-quality work and cost savings. By tapping into this rich talent pool, our clients can optimize their budgets, increase productivity, and gain a competitive advantage in their respective markets.

Description

A Finance and Operations Manager is a pivotal role involving the oversight of an organization's financial health and operational efficiency. This position typically combines responsibilities such as financial planning, budgeting, and forecasting with operational tasks like process improvement, supply chain management, and performance analysis. The goal is to align financial strategies with business objectives to ensure sustainable growth. By leveraging their expertise in both finance and operations, these managers help optimize resources, enhance productivity, and drive profitability, making them essential to the overall success of the organization.

Requirements

- Bachelor's degree in Finance, Accounting, Business Administration, or related field.
- Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation is preferred.
- Minimum of 5 years of experience in finance and operations management.
- Strong knowledge of financial regulations and compliance requirements.
- Proficiency in financial analysis, forecasting, and budgeting.
- Proven experience in managing financial reporting processes.
- Excellent proficiency in accounting software and financial management systems.
- Strong analytical and problem-solving skills.
- Exceptional attention to detail and accuracy.
- Effective communication and presentation skills.
- Ability to collaborate and work effectively with senior management and department heads.
- Demonstrated experience in leading and mentoring a team.
- Strong organizational and time management skills.
- Experience with procurement and inventory control processes.
- Ability to analyze and manage financial risk exposure.
- Solid understanding of payroll processing and management.
- Experience with external audits and working with auditors.
- Proficiency in developing and implementing financial policies and procedures.
- Ability to negotiate contracts and manage vendor relationships.
- Familiarity with mergers, acquisitions, and strategic financial initiatives.
- Strong knowledge of key performance indicators (KPIs) and their application.
- Ability to handle multiple tasks and meet tight deadlines.
- Strong ethical standards and integrity in financial management practices.

Responsabilities

- Oversee and manage the accounting and financial reporting processes.
- Develop and implement financial policies and procedures.
- Conduct financial analysis, forecasting, and budgeting.
- Ensure compliance with financial regulations and internal controls.
- Prepare monthly, quarterly, and annual financial statements.
- Coordinate and oversee external audit processes.
- Monitor cash flow and financial transactions.
- Reconcile discrepancies in financial records and reports.
- Collaborate with department heads on financial performance and operational plans.
- Prepare and present financial reports to senior management and stakeholders.
- Supervise and mentor finance and operations staff.
- Negotiate contracts with vendors, suppliers, and business partners.
- Manage payroll functions and processing.
- Oversee the procurement process.
- Implement and manage inventory control systems.
- Develop and monitor key performance indicators (KPIs).
- Ensure timely filing of tax returns and regulatory documents.
- Coordinate insurance coverage and risk management activities.
- Analyze and manage financial risk exposure.
- Support mergers, acquisitions, and strategic initiatives with financial analysis.

Ideal Candidate

The ideal candidate for the Finance and Operations Manager role is a seasoned professional with a Bachelor’s degree in Finance, Accounting, Business Administration, or a related field, and preferably a Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation. With a minimum of 5 years of experience in finance and operations management, they exhibit strong knowledge of financial regulations and compliance requirements. They possess exceptional proficiency in financial analysis, forecasting, budgeting, and financial reporting processes, coupled with advanced skills in accounting software and financial management systems. The ideal candidate is a strategic thinker, demonstrating outstanding leadership and managerial skills, and a high level of integrity and ethical standards. They are detail-oriented, accuracy-driven, and an effective communicator with excellent presentation skills. Known for their proactive and resourceful problem-solving abilities, they excel in organizational and multitasking capabilities, effectively managing time and priorities under pressure. They have a collaborative and team-oriented mindset, with a proven track record in leading and mentoring teams while building and maintaining positive relationships across all levels. They are adept at negotiating contracts, managing vendor relationships, and navigating complexities in financial regulations and compliance. Their ability to align operational plans with company goals, drive efficiency and cost-effectiveness, and support strategic initiatives such as mergers and acquisitions sets them apart as a highly competent and dedicated professional. Committed to continuous improvement and professional development, the ideal candidate thrives in a dynamic environment, consistently delivering high-quality results and ensuring the financial stability and growth of the organization.

On a typical day, you will...

- Oversee and manage the accounting and financial reporting processes.
- Develop and implement financial policies and procedures for the company.
- Conduct financial analysis, forecasting, and budgeting to support strategic decision-making.
- Ensure compliance with all financial regulations and internal controls.
- Manage the preparation of monthly, quarterly, and annual financial statements.
- Coordinate and oversee the annual external audit process.
- Monitor cash flow, accounts, and other financial transactions.
- Reconcile discrepancies in accounting records and financial reports.
- Collaborate with department heads to review financial performance and develop operational plans.
- Prepare and present reports to senior management and stakeholders.
- Supervise and mentor finance and operations staff, providing training as needed.
- Negotiate contracts and agreements with vendors, suppliers, and other business partners.
- Manage payroll functions and ensure accurate and timely processing.
- Oversee the procurement process, ensuring cost-effective purchasing.
- Implement and manage inventory control systems.
- Develop and monitor key performance indicators (KPIs) to measure effectiveness and efficiency.
- Ensure the accurate and timely filing of tax returns and other regulatory documents.
- Coordinate the company's insurance coverage and risk management activities.
- Analyze and manage company’s financial risk exposure and mitigation strategies.
- Support mergers, acquisitions, and other strategic initiatives with financial analysis and due diligence.

What we are looking for

- Strong leadership and managerial skills
- High level of integrity and ethical standards
- Excellent analytical and critical thinking abilities
- Detail-oriented and accuracy-driven
- Proactive and resourceful problem-solver
- Outstanding organizational and multitasking capabilities
- Effective communicator with strong presentation skills
- Collaborative and team-oriented mindset
- Ability to build and maintain positive relationships
- Strong negotiation and conflict resolution skills
- Strategic thinker with a focus on long-term goals
- Adaptable and flexible in a dynamic environment
- Proficient in financial management software and tools
- High level of initiative and self-motivation
- Resilient under pressure and able to meet tight deadlines
- Strong client and stakeholder management skills
- Ability to align operational plans with company goals
- Demonstrated ability to drive efficiency and cost-effectiveness
- Committed to continuous improvement and professional development
- Ability to navigate complexities in financial regulations and compliance

What you can expect (benefits)

- Competitive salary range
- Comprehensive health, dental, and vision insurance
- Retirement savings plan with company matching contributions
- Paid time off, including vacation, sick leave, and holidays
- Flexible working hours and potential for remote work
- Professional development opportunities and reimbursement for relevant certifications
- Performance-based bonuses and incentives
- Employee assistance programs
- Life and disability insurance
- Wellness programs and gym membership discounts
- Commuter benefits and parking allowances
- Company-sponsored training sessions and workshops
- Opportunities for career advancement and internal promotions
- Collaborative and inclusive work environment
- Access to company events and networking opportunities
- Recognition and reward programs for outstanding performance
- Stock options or equity participation plans

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