Chief Operating Officer (COO)

Key Responsibilities

Operational Leadership

• Lead day-to-day firmwide operations, ensuring efficiency, consistency, and scalability across locations and service lines.
• Oversee core shared services including finance, HR, IT, client service operations, and administration.
• Partner with the CEO/MP to implement the company’s strategic plan, translating it into tactical initiatives and operating metrics.

Integration & Growth Execution

• Lead operational integration of newly acquired firms, ensuring smooth transitions while maintaining firm culture and client continuity.
• Develop and manage standard operating procedures (SOPs) across functional areas to align decentralized firms with centralized support systems.
• Identify and remove bottlenecks to growth, helping firms scale profitably within the platform.

Performance Management

• Implement KPIs and dashboards to monitor performance across regions, practices, and operational functions.
• Establish a culture of accountability through data-driven decision-making, performance tracking, and continuous improvement.

Team Building & Leadership

• Mentor and develop a high-performing team of operational leaders and functional heads
• Foster cross-functional collaboration and clear communication among leadership, partner firms, and support teams.

Technology & Process Innovation

• Work with internal and external stakeholders to modernize operations through technology adoption and process automation.
• Champion scalable systems to support client service delivery, compliance, and internal efficiency.

Qualification & Requirements

• 10+ years of operational leadership experience in professional services, ideally in accounting, consulting, or PE-backed environments.
• Proven experience leading multi-site operations and integrating acquired firms or business units.
• Demonstrated success in scaling a platform and leading change in a fast-paced, high-growth environment.
• Strong understanding of finance, process improvement, and organizational design.
• Excellent communication, team-building, and stakeholder management skills.
• CPA, MBA, or similar credential preferred but not required.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning