Whittlesey PC, a professional accounting, and technology firm, offers a unique opportunity for a dynamic and forward-thinking individual with a desire and drive to maintain and enhance the Firm's infrastructure and culture. As Director of Operations, you will report to the CEO and help the Firm's direction by planning, budgeting, process improvement, and assisting other senior leaders in transforming the Firm's direction. You will work cross-functionally to gather, inform, and refine processes to ensure success.
This position focuses on driving implementation and managing priorities and projects on time and within budget. The key to success will be navigating the complexity of the Firm's infrastructure and the relentless drive to implement new and innovative processes. You will be looked upon as a problem solver and guide solutions forward. This position is a hybrid position to our Hartford, CT office.
Meaningful Work
- Drives critical innovation operations functions including planning, budgeting, reporting and process improvement, partnering with senior leaders to enable solutions to drive revenue.
- Leads coordination and integration of efforts cross-functionally to produce smoother workflow and more cost-effective business processes.
- Implement standardized processes to improve efficiency of client service team members and operations staff.
- Provides oversight of internal administrative and technology staff, resource allocation, time and performance management, career coaching, recruitment, and development.
- Manages all Firm offices by putting in place cost effective and efficiency measures to ensure that the workplace continuously operates effectively and efficiently in a safe and cohesive manner.
- Identifies, tracks and reports on areas to increase efficiency, by recommending and implementing solutions to address them.
- Establish and maintain collaborative relationships with department heads and firm leaders to assist with goals and objectives as it relates to processes and day-to-day operations.
- Safeguard and augment the efficiency of the firm's operations to facilitate accelerating development and long-term success.
- Review, revise, and update operational and administrative policies and procedures, including promoting their implementation and continuously monitors compliance.
- Assist the Firm with analysis of appropriate staffing needs related to budget and growth projections.
- Evaluate and recommend cost-effective software to enhance Firm efficiency and lead the implementation of those software's within specific deadlines.
- Establishes and maintains collaborative relationships with various firm vendors and manages associated contracts/agreements, including the monitoring and compliance of provided services and spearheads contract renewals and negotiations.
- Serves as the firm's records custodian, ensuring the firm is following record retention and destruction policies and guidelines.
Must Haves
- Bachelor's degree in business or related field. At least five years' experience in a senior role. MBA or relevant advanced degree preferred.
- Experience expanding relationships in the business community.
- Experience developing best practices by establishing systems and workflow to support a growing organization.
- Hands-on experience with mergers and acquisitions is desirable.
- Must be a self-starter, cooperative, assertive, well-organized, and efficient.
- Ability to insightfully examine the status quo, analyze opportunities for improvement, creatively generate solutions, and demonstrate the grit to realize the change.
- Proven experience in innovative processing.
- Excellent organization and leadership abilities.
- Multi-tasking skills with the ability to “change gears” at short notice.
- Outstanding communication and people skills.
- Solid working knowledge and experience of data analysis and performance/operations metrics.
Join Our Team
Join our senior management team who collaborate and work independently to help drive the Firm's success. We provide one-on-one coaching and real-time feedback to develop your skill set and career. We will support your career through professional development.
Benefits and Work-Life Integration
Whittlesey offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm. Whittlesey provides a 401(k) plan that includes profit sharing and a generous paid time off policy. Collaboration, community, and employee engagement are critical values to our culture. We sponsor community-driven and firm-wide events throughout the year and encourage team member participation. The Firm offers competitive salaries and benefits, including 401(k).
- Whittlesey is an EEO employer.
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