About Novii CPA:
Novii CPA is a growing, innovative CPA firm specializing in outsourced accounting, tax strategy, and fractional CFO services for startups in biotech, life sciences, manufacturing, and technology industries. Our mission is to simplify complex financial processes while empowering our clients to make informed decisions and drive business growth.
We are a fast-paced, client-centric firm with a vision to grow to 50 employees, and we’re looking for an Operations Manager/Project Manager to join our dynamic team and help streamline our internal operations, optimize workflow, and support our expansion efforts.
Position Overview:
As an Operations Manager/Project Manager at Novii CPA, you will be responsible for overseeing day-to-day operations, streamlining workflows, and helping scale our internal processes. You will play a critical role in improving efficiency, managing our project timelines, and ensuring that tasks are properly distributed and completed to meet deadlines. This role will allow you to make a significant impact on the growth of the firm, helping us move closer to our goal of expanding to a team of 50 people.
Key Responsibilities:
- Workflow Optimization: Manage and optimize project workflows, ensuring tasks are aligned with deadlines and the team’s capacity.
- Karbon Management: Oversee the use of Karbon (our work management software), ensuring it is effectively utilized across the team for project tracking and task management.
- Team Collaboration & Support: Act as the liaison between the leadership team (Victoria & Bailey) and accounting staff (Ramon, Luis, Jonas), ensuring that workloads are balanced and efficient.
- Project Management: Lead projects across different departments, ensuring timely delivery of client deliverables, meeting quality standards, and managing internal resources.
- Performance Tracking: Help develop and implement key performance indicators (KPIs) for both team and individual performance, tracking efficiency and setting goals for continuous improvement.
- Efficiency Evaluations: Support the team in identifying and eliminating inefficiencies, helping to refine processes and maximize productivity.
- Administrative Support: Assist in managing administrative tasks, including reviewing timesheets, handling internal communications, and managing scheduling needs.
- Client Interaction: When necessary, assist in client project delivery, ensuring expectations are met and that projects are aligned with client needs.
Qualifications:
- Experience:
- 3+ years in project management, operations management, or a similar role. Experience in a CPA firm or professional services environment is a plus.
- Proven experience with work management software (Karbon or similar).
- Skills:
- Strong organizational and time-management skills.
- Ability to prioritize and manage multiple projects simultaneously.
- Excellent communication skills, both written and verbal.
- Experience in developing and tracking KPIs, performance metrics, and reporting.
- Problem-solving mindset with the ability to adapt to a fast-paced environment.
- Education:
- Bachelor’s degree in Business Administration, Operations, Accounting, or related field preferred.
- Personal Attributes:
- Proactive and detail-oriented with a passion for process improvement.
- Strong team player with the ability to lead by example and foster a positive team culture.
- Comfortable in a growing company with the flexibility to adapt and scale with the firm.
What We Offer:
- A collaborative, inclusive, and innovative work culture.
- Opportunities for professional development and growth within the firm.
- Competitive salary and benefits package.
- Flexibility for remote work and hybrid schedules.
- A chance to play a key role in the firm’s growth and success, with the opportunity to build and refine processes that will scale with the firm’s growth.
Join Novii CPA, where innovation and personal growth meet. We celebrate the unique contributions of each employee and are dedicated to redefining the future of accounting. If you’re ready to be part of something exciting, we want to hear from you!
To apply, submit your resume via the link provided.
Novii CPA is an equal-opportunity employer. We celebrate diversity and are committed to fostering an inclusive workplace.
➡ Learn more about us on LinkedIn: Novii CPA LinkedIn
