Business Manager - Accounting & Office Operations

An opportunity to take ownership, make a difference, and be part of something meaningful.

Please read this entire description thoroughly prior to submitting an application.

At Townsend Financial Planning (TFP), we believe that with planning comes peace.

For more than 20 years, our independent, fee-only financial planning firm has helped individuals and families make thoughtful financial decisions and approach their futures with greater confidence. With offices in Mount Sterling, Lexington, and Louisville, Kentucky, we have built our business around personal relationships, professional excellence, and doing what is right for the people we serve.

We are a small, established team with a big commitment to our clients and to one another. We believe that great work happens when people feel respected, supported, trusted, and empowered to contribute their unique strengths.

As we continue to grow, we are looking for an experienced Business Manager – Accounting & Office Operations who will take ownership of the essential financial and administrative responsibilities that keep our firm running smoothly.

This is an important position within our organization. We are looking for someone who enjoys responsibility, takes pride in the details, and finds satisfaction in making life easier for the people around them.

Your work will truly matter. We are a close-knit firm where every team member plays an important role. You'll see the impact of your work and know that your contributions help our advisors and staff focus on serving clients.

You'll be trusted to take ownership. We value people who think independently, identify opportunities for improvement, and follow through. We want you to bring your experience, ideas, and judgment to the position—not simply wait for instructions.

We care about people, not just productivity. Relationships are at the heart of our business. We celebrate milestones, enjoy time together, recognize contributions, and believe that a positive workplace makes a meaningful difference.

You'll work in a beautiful, welcoming environment. Our newly renovated Mount Sterling office reflects our commitment to creating a comfortable, professional space where clients and employees feel at home.

We believe in continued growth. We value learning, collaboration, accountability, and finding better ways to do things. We want employees who are excited to grow professionally and contribute to the firm's future.

You'll be part of an established, values-driven business. With more than two decades of service to our community, TFP offers the opportunity to join a respected firm that values integrity, thoughtful planning, and long-term relationships.

We are seeking a highly organized, detail-oriented professional with substantial bookkeeping and business administration experience to oversee the day-to-day financial and administrative operations of our firm.

The ideal candidate is someone who naturally sees what needs to be done, develops systems to ensure it happens, and follows through without constant oversight.

You will be responsible for maintaining accurate financial records, preparing reports for firm leadership, managing recurring administrative responsibilities, coordinating office operations, and helping create an exceptional workplace environment.

This is a hands-on position with meaningful responsibility and autonomy. It is not primarily a supervisory role, although you will collaborate closely with our advisors and administrative team.

• Manage day-to-day bookkeeping activities using QuickBooks.
• Oversee accounts payable and accounts receivable, including timely invoicing, payments, and follow-up.
• Reconcile bank accounts, credit cards, and other financial accounts.
• Maintain accurate, organized financial records and supporting documentation.
• Prepare monthly financial statements, including profit and loss statements and balance sheets.
• Prepare recurring financial and expense reports for shareholders and firm leadership.
• Track budgets, recurring expenses, subscriptions, vendor contracts, and payment deadlines.
• Coordinate with external accountants and tax professionals, as needed.
• Assist with financial planning, budgeting, and expense analysis for the business.
• Maintain appropriate internal controls and confidentiality of financial information.
  

• Take ownership of the day-to-day administrative needs of the firm.
• Maintain organized systems, procedures, calendars, and checklists to ensure recurring responsibilities are completed accurately and on time.
• Coordinate relationships with office vendors, service providers, and maintenance professionals.
• Oversee office supplies, equipment, facilities needs, and general office readiness.
• Monitor administrative deadlines, renewals, contracts, and recurring obligations.
• Identify opportunities to streamline workflows, eliminate inefficiencies, and improve internal processes.
• Anticipate needs and resolve routine operational issues independently.
• Help maintain a polished, welcoming, and professional environment for clients and employees.
  

• Coordinate recognition of employee birthdays, work anniversaries, and important milestones.
• Help organize holiday celebrations, team gatherings, and employee appreciation activities.
• Maintain a thoughtful, welcoming office atmosphere.
• Support onboarding logistics and other employee-related administrative activities.
• Help ensure that employees have the supplies, resources, and environment they need to do their best work.
• Contribute to a positive, collaborative culture where people feel appreciated and supported.
  

• Prepare accurate, timely information for shareholder and leadership meetings.
• Maintain organized records and reporting schedules for firm leadership.
• Track administrative projects, deadlines, and follow-up items.
• Communicate proactively about financial or operational matters requiring leadership attention.
• Work collaboratively with advisors and administrative staff while maintaining clear ownership of assigned responsibilities.

Required qualifications

• At least five years of relevant bookkeeping, accounting administration, or business management experience.
• Strong, demonstrated proficiency in QuickBooks.
• Experience independently managing accounts payable, accounts receivable, bank reconciliations, and month-end bookkeeping.
• Ability to prepare and interpret basic financial statements and management reports.
• Excellent organizational skills, with a proven ability to manage recurring responsibilities and competing priorities.
• Strong Microsoft Office 365 skills, particularly Excel, Word and Outlook.
• Exceptional attention to detail, accuracy, and follow-through.
• Sound judgment, professionalism, and discretion when handling confidential information.
• Strong written and verbal communication skills.
• Ability to work independently, solve problems, and take initiative.

Preferred qualifications

• Experience as a full-charge bookkeeper, business manager, accounting and office manager, or practice administrator.
• Experience in a professional-services environment, such as financial services, accounting, law, or another privately owned business.
• Experience preparing reports for business owners or shareholders.
• Familiarity with budgeting, cash-flow monitoring, and expense management.
• Experience creating and improving administrative procedures, checklists, and workflows.

A college degree in accounting, business administration, or a related field is preferred, and we place significant value on demonstrated experience, competence, and professional judgment.

You may be an excellent fit if:

• You genuinely enjoy keeping things organized and running smoothly.
• You take pride in accurate numbers and completed checklists.
• You notice details that others may overlook.
• You are proactive rather than reactive.
• You can manage several responsibilities without losing track of important deadlines.
• You enjoy finding more efficient ways to accomplish recurring tasks.
• You appreciate working with a small team where relationships matter.
• You are comfortable taking responsibility and being accountable for results.
• You enjoy celebrating others and contributing to a workplace where people feel valued.
• You believe that even the behind-the-scenes work deserves excellence.

Most importantly, you find satisfaction in being the person others can depend on—the one who makes sure important things are handled, details aren't forgotten, and the business continues moving forward.

Location: Mount Sterling, Kentucky

Position type: Full-time, primarily on-site

Reports to: Firm leadership

Compensation: Competitive and commensurate with experience and qualifications

Benefits: Details to be provided during the hiring process.

At Townsend Financial Planning, we know that taking excellent care of clients starts with having an exceptional team behind them.

We are looking for someone who wants more than just a job—someone who takes pride in their work, values meaningful relationships, and wants to contribute to the continued success of a business that has served its community for more than 20 years.

After reading this description thoroughly, if you're an experienced bookkeeping and business operations professional who enjoys creating order, taking initiative, and making a difference, we'd love to hear from you.

Townsend Financial Planning

• With planning comes peace.