Location: Remote (U.S.-based preferred)
Reports to: CEO, Balanced Ops
Contract Type: Part-time Contractor
About Balanced Ops
Balanced Ops is a strategic finance and operations firm that partners with mission-driven organizations to build clarity, sustainability, and equity-aligned infrastructure. We offer fractional, project-based, and advisory support across financial management, operations systems, and HR infrastructure. Our work is relational, thoughtful, and rooted in helping our clients thrive.
Position Overview
The Operations and Finance Manager will provide critical support to the CEO across internal operations, client services, financial processes, and HR operations for clients. This is a contractor role with flexible hours, ideal for someone who thrives in a behind-the-scenes position that keeps a small but growing firm running smoothly and delivering high-quality service.
This role touches nearly every aspect of Balanced Ops’ work—from managing internal systems and client communications to hands-on financial tasks like bill payment and bookkeeping. You’ll also provide HR administrative support to clients, helping them implement people-focused processes and maintain compliant systems.
Key Responsibilities
Operations & Project Management
- Support internal project tracking, timelines, and task coordination
- Maintain and optimize internal systems (e.g., project management tools, documentation systems)
- Assist with onboarding new clients and collaborators
- Implement process improvements to streamline internal operations
Financial Operations
- Perform day-to-day bookkeeping using QuickBooks Online
- Process and schedule bill payments, reimbursements, and vendor invoices using Ramp and/or other tools
- Generate and track client invoices
- Maintain internal financial records and templates
- Support the CEO in preparing financial snapshots or simple reports
Client Engagement & Support
- Coordinate scheduling and communications with clients
- Maintain up-to-date client records in project tracking tools
- Help prepare materials for client meetings and deliverables
- Monitor project timelines and ensure internal follow-through
Client HR Operations Support
- Assist clients with onboarding contractors and employees (document collection, system setup)
- Maintain HR operations tools and documentation for clients (e.g., Gusto, HR handbooks, policies)
- Provide administrative support for time tracking, leave tracking, and compliance processes
- Help clients build scalable, equity-informed HR processes and documentation
Qualifications
- 3+ years of experience in operations, finance, administration, or a related role (nonprofit or small business experience a plus)
- Strong organizational skills and the ability to manage multiple priorities independently
- Excellent written and verbal communication
- High attention to detail and discretion with sensitive information
- Self-starter who enjoys building systems and solving problems
- Alignment with Balanced Ops’ mission and values
Requirements:
- Access to reliable, high speed internet
- Computer capable of accessing key software and web tools.
Preferred (but not required)
Experience with the following tools:
- Google Workspace
- Asana or similar project management tools
- Gusto (HR/payroll system)
- Ramp (spend management)
- QuickBooks Online (bookkeeping)
Compensation & Structure
- Contracted Support (12 Month Term)
- Flexible, remote work environment
- Opportunity to grow with the firm over time