Accounting & Operations Manager

About Vector Advisory

Vector Advisory is the go\-to partner for private equity firms, family offices, and their portfolio companies. We provide cross\-functional leadership to drive successful merger and acquisition integration and portfolio company on\-boarding. We also deliver best practice solutions across the office of the CFO, providing interim management and financial transformation services to optimize accounting transaction processing and financial reporting.

We are passionate about our clients’ businesses, and we pride ourselves on meeting our commitments to service, timeliness, and quality.

Our team is comprised of professionals with diverse experience, including professional services delivery at Big 4 to boutique advisory consulting firms as well as industry leadership experience ranging from start\-ups to large multi\-national businesses. At Vector, we believe every team member’s individual experiences, capabilities, talents, and perspectives lead to the best solutions and delivery outcomes for our clients. We are looking for team players who want to be challenged and grow with us. Vector offers a great salary and top\-tier benefits. In addition, we pay for cell phone/internet, training opportunities, and dues for professional associations. We also provide mentorship and on\-going training on recent issues, trends, etc. in our field. To foster a strong culture, we participate in virtual and in\-person social and professional events throughout the year.

Purpose Statement

As a part of Vector Advisory, this role ensures the integrity of the company’s financial information by overseeing and executing operational accounting processes. This role will also prepare financial reports and support leadership with clear financial updates and operational insights to guide strategic decision\-making. Additionally, this role covers portions of HR administration and general operations coordination.

Essential Roles and Responsibilities

Responsibilities

• Financial Management \& Accounting: Oversee the company’s day\-to\-day financial operations and maintain accurate financial records to support reporting, decision\-making, and regulatory compliance.

+ Manage general accounting and bookkeeping functions using QuickBooks, including journal entries, account reconciliations, and maintenance of the general ledger

+ Oversee client invoicing, accounts receivable, accounts payable, vendor disbursement, and treasury processes, ensuring timely collections and vendor payments

+ Maintain accurate financial records and supporting documentation

+ Prepare monthly, quarterly, and annual financial reports for leadership

+ Monitor company cash flow and assist with short\- and long\-term cash forecasting

+ Support leadership with annual budgeting and periodic financial forecasts

+ Track company performance against budget and identify key variances

+ Provide financial insights and reporting to support operational and strategic decision\-making

• Payroll \& Employee Benefits Administration: Administer payroll and employee benefits programs while ensuring accuracy, compliance, and a positive employee experience.

+ Interface with PEO

+ Process payroll using QuickBooks Payroll, including wage calculations, direct deposits, and payroll reporting

+ Manage federal, state, and local tax withholdings and filings

+ Prepare and distribute year\-end tax documents, including W\-2s and 1099s

+ Administer unemployment and workers compensation insurance, payroll adjustments, and wage garnishments as needed

+ Verify employee benefits programs deductions including health, dental, and vision insurance; 401(k) plans; life and disability coverage

+ Coordinate benefits enrollment, renewals, and employee communications

+ Administer COBRA compliance and related benefits requirements

+ Serve as the primary point of contact for employee payroll and benefits inquiries

• HR Operations \& Employee Lifecycle Management: Support key HR operations and employee lifecycle processes using BambooHR to maintain organized and compliant employee records.

+ Maintain employee records, HR documentation, and personnel files

+ Coordinate employee onboarding and offboarding processes, including new hire documentation and final pay compliance

+ Conduct background checks and support employment verification processes

+ Assist with benefits enrollment and employee status changes

+ Coordinate with external HR advisors or benefits providers when needed

• Compliance, Risk Management \& External Coordination: Ensure compliance with employment laws, tax requirements, and financial reporting obligations while coordinating with external advisors.

+ Maintain compliance with federal, state, and local employment regulations

+ Manage employment eligibility verification and I\-9 documentation

+ Administer workers’ compensation coverage, claims management, and related audits

+ Support workplace safety initiatives and OSHA\-related compliance efforts

+ Coordinate with external accountants, tax advisors, payroll providers, and other professional partners

+ Assist with annual tax preparation, financial statement reviews, and external reporting requirements

+ Prepare documentation for financial reviews, audits, or investor requests

• Business Operations \& Process Improvement: Support operational efficiency and continuous improvement of financial and administrative processes across the organization.

+ Maintain and improve financial and administrative systems, including QuickBooks, BambooHR, and related expense or bill\-pay platforms

+ Implement and maintain internal financial controls and operational procedures

+ Identify opportunities to streamline workflows and improve operational efficiency

+ Manage vendor setup, documentation, and W\-9 records

+ Review and process employee expense reimbursements and monitor company expense activity

+ Support leadership with operational reporting, business metrics, and special projects

Key Requirements and Success Criteria

• Quantitative:

+ Execute daily responsibilities accurately, completely, and timely.

• Accurate and Timely Financial Reporting
• Accurate and timely client invoicing and effective follow\-up for collections
• Financial Visibility for Leadership
• Payroll, Benefits, and HR Administration Accuracy
• Operational Efficiency and Process Improvement
• Strong Compliance and Risk Management

+ Qualitative:

• Contributions to scale and culture
• Knowledge share
• Annual performance reviews

Reporting Lines

• The Managing Partner will serve as your Supervisor, which includes at least weekly touchpoints to help develop successful habits and foster a spirit of collaboration.

Experience, Qualifications, and Traits

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
• CPA preferred, but not required
• 5\-10 years of relevant experience in accounting, finance, business operations, or a similar role
• Strong working knowledge of general accounting principles, financial reporting, and bookkeeping practices
• Hands\-on experience managing accounts payable, accounts receivable, invoicing, and general ledger activities
• Experience preparing monthly financial reports, budgets, and cash flow forecasts for leadership teams
• Direct experience processing payroll and administering employee benefits programs
• Familiarity with federal, state, and local payroll tax requirements and filings
• Experience supporting HR operations, including onboarding/offboarding, HR documentation, and benefits administration
• Demonstrated ability to manage multiple operational functions, including finance, payroll, HR administration, and vendor coordination
• Experience coordinating with external accountants, tax advisors, payroll providers, or auditors
• Proficiency with QuickBooks (or similar accounting software) and HRIS platforms such as BambooHR or equivalent
• Working knowledge of business operations tools (e.g., Harvest, Asana, or similar platforms) preferred
• Strong proficiency with Microsoft Office Suite, particularly Excel, and comfort working with financial data and reporting
• Strong organizational skills and attention to detail, with the ability to maintain accurate financial and administrative records
• Excellent analytical and problem\-solving skills, with the ability to interpret financial information and identify trends
• Strong communication and interpersonal skills, including the ability to present financial information clearly to non\-financial stakeholders and leadership
• Demonstrated ability to build and improve operational processes, systems, and internal controls
• High level of integrity, professionalism, and discretion when handling sensitive financial and employee information
• Ability to manage multiple priorities and meet deadlines in a fast\-paced, startup environment
• Resourceful and collaborative, with a hands\-on approach and the ability to work independently while supporting cross\-functional teams
• Willingness and ability to travel; must have reliable transportation
• Self\-motivated, accountable, humble, enthusiastic, and a great sense of humor!