Who We Are:

Our every action is a love letter to the world. Our Mission is to BOOST people to be their best selves so we can improve the world together. Sound ambitious? We believe we can achieve it if we work together because no one can succeed alone — which is why we need you ! Are you ready? The Operations Manager, Accounting & Finance (A&F), will provide direct support by managing projects and the day-to-day operations of the department. The Operations Manager, A&F, is a proactive, organized, and results-driven professional. You are skilled at managing cross-functional teams, coordinating complex projects and analyzing data to deliver measurable results. You thrive in a dynamic environment, balancing strategic oversight with hands-on project participation. You are proactive, organized, and results-driven. Skilled at managing cross-functional teams, coordinating complex projects, and analyzing data, you thrive in dynamic environments where discretion, confidentiality, and accountability are critical. You're adaptable, solution-oriented, and eager to contribute to meaningful initiatives that drive innovation and positive change. You bring a background in legal, paralegal, or accounting firm environments —giving you strong judgment, critical thinking, and writing abilities. You adopt new technologies quickly (especially in a Mac environment), can work seamlessly across knowledge systems (Guru, Egnyte, project management tools), and know when to rely on your own expertise rather than leaning too heavily on AI tools. You're an energetic, passionate self-starter who thrives under pressure and balances strategic oversight with hands-on work. You're a problem solver, a strong communicator, and a trusted partner who values accountability and confidentiality.

What You'll Do:

Accounting & Finance Operations (50%+) Oversee implementation of Accounting & Finance initiatives, ensuring alignment with organizational goals and partner needs. Serve as the point person for Accounting & Finance's mail processing and related administrative logistics. Document financial controls and ensure proper record-keeping across systems. Collaborate with internal teams to design and execute projects that deliver measurable outcomes. Monitor program performance using data-driven approaches, generating actionable insights for improvement. Act as liaison between internal teams, partners, and vendors to ensure seamless communication and alignment. Assist in budget management, forecasting, and resource allocation to optimize outcomes. Conduct regular audits of projects and platforms to ensure compliance, progress, and adherence to procedures.

Provide administrative support as needed:

scheduling meetings, preparing agendas, taking notes, and following up on action items. Business Processes & Compliance Oversee implementation of file, knowledge, and project management processes to enhance productivity. Serve as primary liaison between the department and the Business Process group, ensuring compliance with organizational standards. Monitor and enforce adherence to established business processes, identifying gaps and implementing corrective measures. Train department staff on proper use of tools and processes, while rolling out new systems as needed. Provide recommendations to the Business Process group on best practices and process improvements. Process Improvement & Change Management Analyze workflows, identify bottlenecks, and propose continuous improvement solutions. Partner with the Business Process group to optimize operations across departments. Support adoption of new processes through clear communication, training, and problem-solving. Egnyte Folder & Knowledge Management Serve as folder owner for Accounting & Finance folders, ensuring oversight of naming conventions, file locations, and access controls. Ensure department members maintain documentation standards and follow organizational knowledge management practices. Other Responsibilities Support cross-departmental projects as a "swing player," providing operational expertise and administrative support where needed. Handle sensitive information with discretion and professionalism. Other projects or duties as assigned. What You'll Bring Bachelor's degree in Accounting, Finance, Legal Studies, Business Administration, or related field. 3+ years of coordination or administrative experience, preferably in accounting firms, agencies, or legal/paralegal environments. Proven experience in operations, project management, or organizational improvement, delivering measurable results. Strong writing skills, with the ability to document controls, draft clear communications, and prepare reports. Quick technology adopter; comfortable in Mac environments, G-Suite, Slack, Guru cards, project management tools, and file systems (e.g., Egnyte). Ability to manage multiple complex workflows simultaneously with excellent prioritization and time management. Superior discretion, confidentiality, and accountability in all professional interactions. Excellent communication skills with an approachable, professional demeanor. Strong interpersonal skills, able to work both independently and collaboratively. Ability to pivot quickly with changing priorities while remaining fast and flexible. Willingness to travel occasionally as needed.

Physical Requirements/Work Environment:

Ability to lift and carry up to 50 pounds repetitively. Prolonged periods of sitting or standing and working on a computer for 8+ hours/day.

Work Authorization/Security Clearance Requirements:

N/A EEO Statement:

This is an Equal Opportunity Employer. We are committed to a work environment that supports, inspires and respects all individuals without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship or other protected characteristics.

IMPORTANT NOTICES!

For the health and safety of our employees and the workplace, all employees are expected to be up to date on required vaccinations (_ Influenza [Flu], COVID-19, and Tdap [received within the last 10 years] _) and to receive annual influenza and

COVID-19

vaccines (as recommended by the CDC), unless a reasonable accommodation is approved based on a medical condition or sincerely held religious belief. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member for this job. Duties, responsibilities and activities may change at any time with or without notice. We can't wait to meet you. Bye for now!

Job Type:

Full-time Pay:

$90,000.00 - $110,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Application Question(s): Please note: We are not offering any relocation assistance at this time, by moving forward candidates understand they will need relocate at their own expense. Do you wish proceed? What is your understanding of proper naming conventions, file locations and access controls? Why is it important? Please explain any experience you have in budget management, forecasting and resource allocation and how you were able to optimize outcomes. What experience do you have working with UHNW family offices, professional services firms, or legal environments, project coordination, operations, legal administration, or related experience do you have? Please provide example of relevant experience and how it relates to this role OR where on your resume can these details be seen? Please describe any experience you have in legal, paralegal or accounting firm environments. Where is this experience evident on your resume? Why are you interested in this role and what makes you strong fit? When would you be able start of selected for this position? What are your pay expectations?

Experience:

conducting audits ensuring compliance: 3 years (Required) Ability to

Commute:

Santa Monica, CA 90404 (Required) Ability to

Relocate:

Santa Monica, CA 90404: Relocate before starting work (Required)

Work Location:

In person