Operations Manager - Accounting and Financial Planning About the role

Our client is a medium-sized accounting and financial planning practice in the eastern suburbs of Melbourne, and they are looking for an experienced Operations Manager to join their senior leadership team.

This is a genuinely valued operational role where you will be involved in all partnership meetings, overseeing administration, finance, HR, IT and marketing, and leading a team of direct reports.

What you'll be doing

Leading and developing the Office Services team

Owning the day-to-day running of admin, Finance, HR, IT and marketing functions across the practice

Preparing budgets, reports and forecasts, and monitoring performance against results

Overseeing cash flow, payroll, credit policy, banking, insurance and property administration

Recommending, implementing and embedding improved systems, processes and procedure manuals

Managing recruitment, induction, performance reviews and remuneration to attract and retain outstanding people

Ensuring the practice stays compliant with employment law and current HR policy





Acting as a trusted point of contact for partners, directors, staff and clients

What you'll bring

5+ years' practice or office management experience within an accounting or financial planning firm

Solid grounding in business operations, and up to date with relevant legislation for accounting / wealth management

Proven people leadership – you know how to develop, motivate and get the best out of a team

Excellent communication and interpersonal skills, with the confidence to present to staff at all levels

Solid time management and the ability to prioritise and deliver under pressure

What's on offer

$180,000 – $220,000 package, commensurate with experience

A genuinely influential, senior leadership role at the heart of the practice

Supportive partners and directors who value your expertise

A family-friendly, collaborative, “Working as One” culture and long‑term career chance

Please note that only shortlisted candidates will be contacted.
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📌 Operations Manager Accounting And Financial Planning Port Phillip City
🏢 KeyMoves
📍 Port Phillip City