Job Summary

The Director of Accounting Operations oversees Abacus Advisors’ accounting function, driving operational efficiency, service quality, and scalable processes to support business growth. Reporting to the President, this role leads the Accounting Operations Manager and broader accounting team while ensuring consistent client service and alignment with the firm’s strategic objectives.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Strategic Leadership & Operational Oversight

• Develop and implement operational strategies aligned with the firm’s business objectives.
• Monitor departmental performance, establish key performance indicators, and identify opportunities for improvement.
• Oversee resource allocation, staffing needs, and operational capacity to support growth.
• Establish and maintain accounting policies, procedures, and internal controls.

Team Leadership & Development

• Lead and develop the Senior Account Managers, ensuring accountability and effective team performance.
• Oversee team structure, workforce planning, and professional development initiatives.
• Foster a culture of collaboration, accountability, and continuous improvement.

Accounting Quality & Technical Oversight

• Oversee the accuracy and quality of client accounting services, including bookkeeping, financial reporting, cost reconciliation, Bill Pay, Settlement Support, and Accounts Receivable Support.
• Provide guidance on complex accounting issues and ensure appropriate resolution of escalated matters.
• Oversee key accounting initiatives.
• Ensure consistent accounting standards, quality assurance procedures, and financial controls.

Client Service & Relationship Management

• Ensure the delivery of high-quality, white-glove accounting services across the client portfolio.
• Partner with the President to resolve escalated client issues and identify opportunities to improve service delivery and expand client relationships.
• Support client retention by maintaining strong service standards and addressing evolving client needs.

Process Improvement & Systems

• Identify and implement improvements to accounting workflows, procedures, and technology.
• Oversee the effective use of QuickBooks Online and Alloy to support efficient operations and accurate recordkeeping.
• Lead initiatives to improve productivity, standardize processes, and support scalable service delivery.

Executive Partnership & Collaboration

• Partner with the President of Abacus Advisors to align accounting operations with business strategy and growth objectives.
• Provide regular updates on departmental performance, operational challenges, and improvement opportunities.
• Collaborate with cross-functional leaders on business initiatives and operational priorities.
• Perform other duties as assigned.

Desired Knowledge, Skills, and Abilities

• Excellent qualitative and quantitative analytic skills – quickly summarize and identify trends in reporting/ data, and from conversations/meetings, and then identify areas of business opportunity and respond with solutions in an independent setting
• Able to speak and build relationships with multiple organizational levels (from C-level executives to accounting staff) and internally and externally with a high level of comfort. Able to have conversations in multiple settings: by phone, in a store setting, or in larger groups leading training or at a conference
• Experience managing a world-class, high-volume transaction processing / shared services organization is required; strong preference will be given to individuals who have operated in similar organizations
• Excellent self-motivation skills, positivity, strong sense of resiliency and flexibility
• Able to prioritize and manage multiple high-profile clients and projects simultaneously
• Sense of urgency for goal achievement, with strong commitment to driving results
• Ability to meet deadlines consistently with high-quality work
• Ability to inspire, motivate and engage the commitment of others
• Ability to influence, negotiate, respond-in-the-moment and problem solve
• Bachelor’s degree in Accounting or equivalent experience required
• 7+ years working experience as an accounting generalist delivering end to end financial reporting and a complete understanding of the contents of each sheet and P&L line items
• Minimum 5 years of relevant experience in client services facing roles, business consulting, finance or accounting
• People leadership experience required
• CPA preferred

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 10 pounds at times.

Location Requirements

• Working from the Abacus Advisors Office (Alpharetta) daily.
• Travel is rarely needed.