Business Management Leader Responsibilities:
- Own the Business Management P&L, including revenue, margins, pricing, staffing, and profitability.
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Build KPI reporting and performance analytics to drive decision-making and improve results.
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Standardize operations, processes, policies, and procedures across all offices and teams.
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Lead technology strategy, including system implementations, platform consolidation, automation, and reporting tools.
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Manage team structure, hiring, training, capacity planning, and service delivery.
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Oversee risk management, client fund controls, confidentiality standards, and cross-functional collaboration.
Business Management Leader Qualifications:
- Bachelor's degree in Accounting, Finance, or related field; CPA preferred (not required)
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10+ years of accounting, business management, or professional services leadership experience.
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Experience leading multi-office operations, process improvement initiatives, and technology transformations.
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Strong leadership, reporting, analytics, and team development skills.
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Proven leader of a business management, family office, or professional services practice.
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Strong track record of improving profitability, standardizing operations, and leading organizational change.
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Experience owning a P&L, managing pricing strategies, and driving margin improvement.
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Hands-on experience implementing and optimizing platforms such as AgilLink/Datafaction, QuickBooks Online, Bill.com, and reporting tools.
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Comfortable working with high-net-worth or high-profile clients while maintaining strict confidentiality.
