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3 results for Director Of Operations Financial Services in Davis, CA

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent / Full Time
120000 - 170000 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-06-25T00:00:00Z

Director of Legal Services

Roseville, CA
onsite
Permanent / Full Time
165000 - 185000 USD / Yearly
We are looking for an experienced legal leader to guide education, employment, and regulatory matters for an organization in Roseville, California. This role partners closely with organizational leadership and school stakeholders to provide practical legal direction, reduce risk, and support compliant operations across multiple areas of law. The ideal candidate brings strong knowledge of California legal frameworks, sound judgment in complex situations, and the ability to coordinate effectively with external counsel and regulatory partners. Responsibilities:• Track developments in California and federal laws affecting charter schools and translate those changes into clear guidance for leadership and school teams.• Counsel senior leadership on education-related legal issues, policy interpretation, and compliance expectations tied to charter school operations.• Help school partners understand statutory and regulatory duties while ensuring organizational services remain aligned with applicable legal standards.• Work with board counsel and public agencies on matters such as charter renewals, revisions, and other compliance-related issues.• Oversee legal matters involving the organization and engage outside counsel when specialized support or formal representation is needed.• Act as the central liaison with school counsel when disputes, claims, or proceedings affect both school operations and the organization.• Provide direction on student discipline procedures, due process considerations, and legal obligations related to school operations.• Advise on special education and disability compliance requirements under federal and California law, and coordinate legal support for hearings, complaints, or appeals when necessary.• Serve as the internal legal resource for employment matters, including workplace investigations, policy compliance, separations, agreements, labor law issues, accommodations, and workers’ compensation coordination.
2026-07-15T00:00:00Z

Operations Manager

Sacramento, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a Firm Administrator to oversee office operations and strengthen the day-to-day performance of a legal practice in Sacramento, California. This position works closely with attorneys and firm leadership to improve workflow consistency, support team development, and promote strong client service outcomes. The ideal candidate brings operational discipline, sound administrative judgment, and the ability to connect staffing, process, and financial priorities in a well-organized office environment. Responsibilities: • Guide the coordination of legal support workflows from initial case transfer through final resolution, helping teams maintain consistent and efficient execution. • Track operational and performance indicators such as client experience, matter movement, attorney productivity, team capacity, resolution timelines, and the use of firm technology tools. • Work alongside managing attorneys and leadership to ensure business operations support legal objectives, service quality, and overall case progress. • Build, refine, and document office procedures that help legal and administrative teams follow standardized practices across the firm. • Partner with human resources on hiring efforts, onboarding support, and the continued growth of current and future team members. • Provide leadership and coaching support to supervisors, managers, case management staff, and other operational leaders across the office. • Reinforce accountability, career development, and a culture centered on collaboration, continuous improvement, and firm values. • Serve as the main operational connection point between legal teams and executive leadership for planning, communication, and issue resolution. • Contribute to workforce planning, budget input, office efficiency initiatives, and profitability-focused operational strategy.
2026-07-07T00:00:00Z