Finance and Operations Leader

We are seeking a part-time Finance and Operations Leader to join and lead our organization’s strategic financial work and provide oversight for our core administrative functions including Finance, Operations, IT, Human Resources and Administration. This role is responsible for translating strategy into results by ensuring seamless coordination across these functions. This person will also drive alignment, accountability, and performance across the organization, ensuring the right people, priorities, and metrics are in place to execute strategy effectively.

Key Responsibilities

·       Lead Finance and oversee the Director of Administration who manages Human Resources, Administration, IT and Operations staff to deliver results aligned with expectations.

·       Ensure achievement of profit and loss goals by driving financial discipline, efficient operations, and sound resource allocation.

·       Oversee the firm’s operating cadence including annual and quarterly planning, leadership meetings, issue resolution, and execution of strategic priorities.

·       Facilitate cross-functional alignment to ensure Finance, Service Delivery, Sales, and Marketing move in sync with business goals.

·       Reports to CEO. Partners with the CEO and leadership team to identify and execute opportunities for strategic growth and financial and operational improvement.

Required Qualifications:

• Bachelor’s degree in accounting or finance
• 5 years of progressive finance and accounting experience.
• 5 years of experience in operations, administration, or program management including 3 years in a professional services, consulting firm, or comparable operating framework.
• 3 years of successful leadership experience.
• 5 years of budget/forecasting responsibility.

·       Proven success driving financial performance and ensuring alignment and operational excellence.

·       Excellent financial acumen with experience developing, overseeing, and managing budgets, revenue forecasts, cash flow, balance sheets, and P&L statements.

·       Demonstrated success improving processes and practices working with other similarly sized organizations and understanding critical factors for growing small businesses.

·       Demonstrated ability to manage employees and independent contractors effectively.

·       Proven track record of implementing scalable systems and workflows.

·       Exceptional communication, collaboration, and relationship-building skills.

Preferred Qualifications

• Advanced degree in Finance, Accounting, or a related field.
• 10 years in a professional service or consulting firm or comparable operating framework.
• Experience working within or leading in an EOS/Traction environment.
• Willingness to engage in business development, networking, client meetings and other in-person activities.
• Enjoy working in a small business environment with growth aspirations.
  

Key Outcomes (First 12-18 Months)

·      Financial & Operational Performance:  This position is responsible for assessing the health of the  business and the levers necessary to yield future sustainable growth. Additionally, this position drives achievement of annual expenses and cash flow goals. It has oversight of operations in support of annual revenue and net income goals, and ensures core operational processes are documented, standardized, improved, and measured.

·      Strategic Planning and Execution: This position will lead the organization through the annual strategic planning process while enhancing accountability to reach agreed-upon commitments. This role will also deliver year-round strategic and operational plan execution as well as facilitate achievement of quarterly priorities (Rocks), leadership team meetings, and performance scorecards.

·      Back Office Integration: This position has oversight of Finance, Operations, HR, IT and Admin functions to operate cohesively in support of client delivery and growth.

·      People & Process Leadership: This position ensures that roles, scorecards, and standard operating procedures are clear. Additionally, employee life cycle processes such as recruitment, onboarding, retention, and performance management are embedded.

·      Data & Reporting: This position delivers prompt and actionable performance metrics and other needed data to the leadership team and board.

·      Organizational Health: This role enhances team alignment and engagement through effective communication, clarity, and collaboration.

Compensation and Partnership

This is a key part-time position requiring a commitment of 24 hours per week (0.6 FTE).

Compensation is structured as follows:

• Base: Targeted at an hourly rate of $48–$53 (based on experience). Compensation for this position is paid monthly and will be considered benefit eligible as long as hourly commitment is met.
• Incentive: A 20% performance incentive based on achievement of company financial goals (P&L, cash flow) and individual operational objectives (Scorecard metrics).

The Bailey Group offers a comprehensive benefits package that includes a medical benefit, dental coverage, and PTO along with options for a Flexible Spending Account (FSA), short and long-term disability, life insurance, and participation in a SIMPLE IRA plan.

The Bailey Group also supports professional development, conference participation, and ongoing CE/licensure costs.

ADA Statement & Accessibility

The Bailey Group is an Equal Opportunity Employer and does not discriminate based on disability, race, gender, or any protected class. Applicants must be able to perform the essential functions of the position, with or without reasonable accommodation. Reasonable accommodation will be provided for qualified candidates as required by law.

Essential functions include the ability to communicate complex ideas, navigate typical office environments, and travel occasionally for client engagements (with or without assistance). If additional physical or mental demands are relevant (e.g., remote work, technology use, regular travel), they should be specified using inclusive language.

Essential Physical and Mental Job Requirements: May need to sit for prolonged periods. May need to carry items periodically weighing 5-20 pounds. May use of a computer and look at a screen for long periods of time. Occasional travel. Ability to maintain productive and healthy working relationships internally and externally.

Accessible Office Environment: While most work is from home, office workspace would be accessible for candidates with mobility or sensory disabilities.

Application/Interview Accessibility: Candidates may request accommodation in the application or interview process (e.g., alternate formats, interpreters).

Privacy Statement: Note that disability disclosure is voluntary and confidential, and only requested for accommodation purposes after a job offer is made.

Disclaimer: This job description is not intended to be an exhaustive list of all duties. Duties and responsibilities may be adjusted to accommodate qualified individuals with disabilities.

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Application Process

Please submit your résumé/CV and a cover letter summarizing your background and experience in financial management and operations to vthompson@thebaileygroup.com.

We have a target start date of early January 2026. Applications reviewed on a rolling basis.

11.13.25