Operations Coordinator
Who we are
Donnelly-Boland and Associates is a women-owned CPA and management consulting firm that helps small businesses, startups, not-for-profit companies, and government agencies run a wide range of back-office operations. Founded in 1992 by Fay K. Boland, we have grown from 1 to over 100 highly trained employees through our dedication to our clients, our principles of operational excellence, and our commitment to continuous improvement. Whether our clients run a leading edge technology company, a coffee shop, a large non-profit, or a government agency, they depend on our strategic expertise and our flawless tactical execution to keep their back office running smoothly.
Our Mission
Our mission is to be recognized as the premier partner for a comprehensive suite of back-office services while maintaining a culture that emphasizes family, innovation, and inclusivity.
This Position
This position is responsible for providing a broad spectrum of support to small business and non-profit clients in a fast paced, challenging, and rewarding environment. Requirements include extensive people, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects. Successful applicants will thrive in a collaborative work environment, will be comfortable in both early stage, scaling, and established companies, and will possess the operational expertise to add value to clients by improving processes and procedures.
Essential Job Functions
Provide administrative support to clients in a manner that optimizes efficiency, resources, and client satisfaction
Assist in maintaining databases, spreadsheets, project trackers, etc. to be current and accurate
Manage timelines, budgets, and deliverables for internal and client projects
Assist in implementation of QuickBooks online and Gusto Payroll packages
Assist with any state, federal, or local tax registration and reporting
Assist with basic categorization and bookkeeping tasks for small business and non-profit clients
Assist clients in routine operational and financial tasking
Work collaboratively to provide overflow and backup support for Tax office during peak seasons
Coordinate with Tax office to ensure completeness, accuracy, and timeliness of returns
Champion process improvement efforts
Essential Skills, Education, and Experience
3+ years of experience in operations, finance, or administrative support work, with proven history of streamlining office practices and administrative procedures
Tech savvy with the ability and desire to embrace necessary software applications
Strong written and verbal communication skills
Intermediate to advanced proficiency with all Microsoft applications
Strong Excel skills
Superior organizational and follow-through skills with strong attention given to details and deadlines
Flexibility to change direction frequently between tasks and between different clients
Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously
Ability to operate with a sense of urgency
Ability to work independently with limited supervision as well as work cooperatively with all levels of management and employees
Open to constructive feedback and on-going self-improvement
Flexibility to work additional hours during peak periods of the year
Work experience in startup, small business, or non-profit environment
Strong communication and interpersonal skills
Preferred Skills, Education, and Experience
Experience with QuickBooks Online is a plus
Experience with Gusto, Rippling, Paychex, ADP or other payroll system a plus
Experience with HubSpot is a plus
Experience with Square / Shopify is a plus
Compensation and Benefits
Starting at $47,000. Negotiable based on experience.
Matching 401(k)
Medical Insurance
Dental Insurance
Vision Insurance
Flexible PTO
Tuition Reimbursement