• Works cross-functionally within internal and external partners to deliver operational tasks • Ensures delivery of delegated operational tasks on time, quality, budget, and scientific requirements • Supports study teams to achieve overall study deliverables in consultation with Global Study Lead and Global Study Manager • Responsible for effective implementation of STOM ways of working and facilitation of key STOM ceremonies • Collaborates closely with Study Leadership Team and Working Group Leads • Monitors study conduct and progress, identifying and resolving risks/issues • Reviews and leads development of key clinical documents and manuals • Facilitates and maintains interactions and meetings with internal and external partners

Role Description We are seeking a highly organized and execution-focused Operations & Finance Execution Manager to support a fast-growing multi-client services firm. This role is the operational backbone of the business. You will ensure that all client backend operations run flawlessly — payroll coordination, data accuracy, compliance tracking, reporting, and internal workflow execution. You will manage and coordinate a remote execution team (bookkeeping and virtual assistants) to ensure that every client deliverable is completed accurately and on time. The founder focuses on sales and strategy. You own execution, systems, and operational reliability. Key Responsibilities - Payroll & Execution Management - Run and coordinate weekly payroll cycles across multiple clients using their respective systems. - Collect and validate inputs (hours, commissions, bonuses, reimbursements) with VAs and client stakeholders. - Ensure zero payroll errors through structured verification and pre-run checks. - Resolve discrepancies before execution, escalating only when necessary. - Data Integrity & Operational Accuracy - Supervise virtual assistants responsible for daily data entry across client systems. - Validate accuracy of sales, operational, and financial data across multiple databases. - Ensure all cancellations, callbacks, and production data are captured and updated weekly. - Maintain strict data consistency across CRM, spreadsheets, and client systems. - Compliance & Insurance Tracking - Maintain tracking system for all client insurance policies, renewals, and updates. - Proactively request updated insurance documentation when new hires or changes occur. - Ensure all certificates and compliance documents are stored and accessible. - Prevent lapses in coverage through proactive monitoring and escalation. - Reporting & Client Deliverables - Ensure weekly performance reports are delivered to every client by Monday at noon local time. - Coordinate monthly reporting packages including P&L, KPIs, and cash flow projections by the 15th. - Verify completeness and accuracy of reports before distribution. - Ensure all reporting deadlines are consistently met without delay. - Bookkeeping Oversight & Coordination - Work alongside accounting support to ensure financial accuracy and reconciliation. - Review flagged transactions and follow up with clients or internal teams for resolution. - Ensure financial records align with operational and reporting systems. - Escalate unresolved discrepancies with clear documentation. - Systems, Documentation & Workflow Management - Maintain structured and organized documentation systems (Google Drive, Notion, CRM tools). - Ensure every client has a clearly organized and up-to-date operational folder. - Track tasks, owners, and deadlines to ensure full visibility and accountability. - Continuously improve internal workflows for efficiency and scalability. - Team Management (Remote Execution Team) - Manage a remote team consisting of one bookkeeper and two virtual assistants. - Conduct daily check-ins and weekly team meetings to ensure alignment and progress. - Track task completion and enforce accountability standards. - Escalate blockers to leadership when needed. - Client Communication (Operational Only) - Handle client communication related strictly to operational execution (not strategy). - Respond to emails and messages within 24 hours. - Ensure clear, professional, and structured communication at all times. - Maintain a reliable communication loop between clients and internal teams. Qualifications - 3–7 years of experience in operations, finance operations, or business administration. - Strong English communication skills (written and verbal). - High proficiency in project and task management (ability to close loops independently). - Experience with tools such as QuickBooks Online, Google Workspace, Notion, CRM systems. - Strong attention to detail and high standards for accuracy. - Experience managing remote teams or cross-functional coordination. - Comfortable working overlapping North American business hours. - Strong systems thinking and ability to manage multiple client workflows simultaneously. What does success look like in the first 90 Days? - 100% on-time delivery of all weekly and monthly reports. - Zero payroll errors across all clients. - Fully accurate and reconciled client databases. - Organized, structured systems across all client folders and workflows. - Remote execution team operating independently without founder intervention.

• Identify and assess incidents and outages impacting KeyBank’s operations. • Lead incident recovery efforts, coordinating cross-functional teams and vendors. • Facilitate technical crisis calls and ensure appropriate resources are engaged. • Provide accurate and timely communications to stakeholders and executive leadership. • Escalate critical issues and manage progress updates throughout resolution. • Lead post-mortem sessions and document incident restoration activities and timelines. • Ensure recovery documentation is accurate and tested for feasibility. • Drive continuous improvement initiatives to enhance system stability and client experience. • Identify gaps in recovery processes and collaborate with monitoring and detection teams. • Participate in incident management performance reviews and process evaluations. • Ensure adherence to ITSM processes and define/manage critical success metrics. • Support production readiness for critical projects, focusing on incident management.

• Lead a team of Quality Control Employees responsible for various quality control functions (Correspondent Delegated Post-Purchase, Retail Lending and Non-Delegated pre and post funding, repurchase administration, investor and Agency due diligence, etc.) • Manage pipeline and pre-funding audit workflow for the Retail Lending and Correspondent Lending Non-Delegated Channels • Communicate results and provide feedback on pre-funding audits to Channels, resolve rebuttals on findings, assist in developing action plans, and monitor completion of action plans • Active leadership of the team to ensure optimal quality and productivity • Managing pipeline, workflow, SLAs and prioritization of duties • Identify opportunities and facilitate improvements to process and systems • Maintain strong knowledge of Agency and Regulatory requirements • Provide support and guidance to the QC Staff • Perform pre-funding audit reviews as necessary • Perform back up functions for the Post-Funding QC Team • Partner with counterparts in Operations to help remediate quality issues • Responsible for hiring, coaching, performance management, training and development.