Director of Operations/Bookkeeper

Overview: The Director of Operations is responsible for managing the day-to-day operations of the firm, overseeing human resources, managing financial accounts, and ensuring compliance with company policies and standards.

Key Responsibilities:

1) Financial Management/ Bookkeeping:

· Responsible for full range bookkeeping for agency using SAGEX3

· Manages home office Financial Consultant relationship

· Processes and manages Accounts Payable, including vendor payments, agent payroll, and expense management

· Processes and manages Accounts Receivable, tracking agent charges and collections, processing payments, and minimizing AR balances

· Processes and manages General Ledger and cashflow

· Manage and track liability letters, personal guarantees, compensation agreements, loan programs, and agent allowances

· Manages financing program and contracting process, tracks financing onboarding and liability letters

· Stay informed about industry trends and best practices to keep the firm competitive

· Serve as the expert on contracts, explaining terms to recruits and agents

· Manages agent validation and expectations

· Reconcile bank accounts monthly, manage the General Ledger, and oversee budget creation and maintenance

· Provide monthly financial reporting to the General Agent

· Complete monthly audits, manage office expenses

· Any other tasks assigned by General Agent

2) Operations Management:

· Oversee daily office operations, ensuring staff safety and compliance

· Supervise and support operational staff, providing training and development as needed

· Ensure adherence to company policies, maintaining compliance at all times

· Oversee and streamline operational processes to ensure they are efficient and effective

· Implement and maintain standard operating procedures (SOPs) for various functions

· Analyze data to identify trends, inefficiencies, or opportunities for cost savings

· Participate in strategic planning to align operations with the firm’s business goals

· Prepare a weekly summary report for the General Agent on firm operations and firm financial forecast

· Manages and approves all staff user technology access

· Support agency initiatives and promote a positive workplace culture

2) Human Resources:

· Lead hiring, onboarding, and employment negotiations

· Develop and implement HR policies, align them with best practices, and ensure compliance with both Colorado and federal employment law

· Coach, motivate, discipline, and terminate employees as needed

· Conduct annual health insurance benefits enrollment and manage talent retention

Qualifications:

· Bachelor’s degree in business administration, Accounting/Finance, or related field or equivalent work experience

· Strong leadership, human capital management skills, and a high degree of integrity

· High energy, motivated individual who is a self-starter

· Detail-focused individual with ability to maintain a high-level of confidentiality

· Proficient in Microsoft Office Suite and Sage accounting software.

· At least 2 years of bookkeeping or accounting experience.

· At least 2 years of Human Resources and managerial experience

· Excellent written and verbal communication skills.

Salary Range and Benefits:

· $80,000-$125,000 annual salary as W2 role with Capstone Colorado

· Medical, dental, vision, and life insurance

· Short-term and long-term disability insurance

· 5% match on 401k

Capstone Colorado - a MassMutual firm

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Director Of Operations/Bookkeeper