Operations Coordinator

Who we are 

Donnelly-Boland and Associates is a women-owned CPA and management consulting firm that helps small businesses, startups, not-for-profit companies, and government agencies run a wide range of back-office operations. Founded in 1992 by Fay K. Boland, we have grown from 1 to over 100 highly trained employees through our dedication to our clients, our principles of operational excellence, and our commitment to continuous improvement. Whether our clients run a leading edge technology company, a coffee shop, a large non-profit, or a government agency, they depend on our strategic expertise and our flawless tactical execution to keep their back office running smoothly. 

Our Mission 

Our mission is to be recognized as the premier partner for a comprehensive suite of back-office services while maintaining a culture that emphasizes family, innovation, and inclusivity. 

This Position 

This position is responsible for providing a broad spectrum of support to small business and non-profit clients in a fast paced, challenging, and rewarding environment. Requirements include extensive people, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects. Successful applicants will thrive in a collaborative work environment, will be comfortable in both early stage, scaling, and established companies, and will possess the operational expertise to add value to clients by improving processes and procedures. 

Essential Job Functions 

• Provide administrative support to clients in a manner that optimizes efficiency, resources, and client satisfaction 

• Assist in maintaining databases, spreadsheets, project trackers, etc. to be current and accurate 

• Manage timelines, budgets, and deliverables for internal and client projects 

• Assist in implementation of QuickBooks online and Gusto Payroll packages 

• Assist with any state, federal, or local tax registration and reporting

• Assist with basic categorization and bookkeeping tasks for small business and non-profit clients 

• Assist clients in routine operational and financial tasking 

• Work collaboratively to provide overflow and backup support for Tax office during peak seasons 

• Coordinate with Tax office to ensure completeness, accuracy, and timeliness of returns 

• Champion process improvement efforts 

Essential Skills, Education, and Experience 

• 3+ years of experience in operations, finance, or administrative support work, with proven history of streamlining office practices and administrative procedures 

• Tech savvy with the ability and desire to embrace necessary software applications 

• Strong written and verbal communication skills 

• Intermediate to advanced proficiency with all Microsoft applications 

• Strong Excel skills 

• Superior organizational and follow-through skills with strong attention given to details and deadlines 

• Flexibility to change direction frequently between tasks and between different clients 

• Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously 

• Ability to operate with a sense of urgency 

• Ability to work independently with limited supervision as well as work cooperatively with all levels of management and employees 

• Open to constructive feedback and on-going self-improvement

• Flexibility to work additional hours during peak periods of the year

• Work experience in startup, small business, or non-profit environment 

• Strong communication and interpersonal skills

Preferred Skills, Education, and Experience 

• Experience with QuickBooks Online is a plus 

• Experience with Gusto, Rippling, Paychex, ADP or other payroll system a plus 

• Experience with HubSpot is a plus 

• Experience with Square / Shopify is a plus 

Compensation and Benefits 

• Starting at $47,000. Negotiable based on experience.

• Matching 401(k) 

• Medical Insurance 

• Dental Insurance 

• Vision Insurance 

• Flexible PTO 

• Tuition Reimbursement