Project Manager, Business Operations

The role

You will own the operational connective tissue for a firm providing accounting and CFO services. You will manage engagement access, cross-service-line coordination, recruiting, onboarding, offboarding, vendor management, and process documentation.

What you will do

• Stand up full system access for new engagements
• Own the access checklist from start to offboarding
• Coordinate between Accounting Program and CFO Services service lines
• Act as operational link between leadership and recruiting partners
• Run hardware, IT, software, and training scheduling for onboarding
• Execute access revocation and equipment recovery for offboarding
• Hold IT, staffing, and software vendors to contracted service levels
• Manage recurring internal communications and engagement announcements
• Build and maintain SOPs and workflow templates
• Identify and rebuild broken handoffs using technology and AI tools

Required qualifications

• 6+ years in business operations, program management, or professional services firm operations
• Demonstrated experience owning a process end to end
• Experience coordinating external vendors and holding them to a service standard
• Extremely tech-savvy and quick with new software, with a focus on efficiencies and automations using technology and AI tools
• Excellent written communication skills
• Ability to prioritize and manage time in a remote work environment
• Comfortable working with senior leaders and giving them the direct answer
• Bachelor's degree or equivalent operational experience

Nice to have

• Working fluency with financial systems, including QBO, bill pay platforms, and user administration and permissions across financial applications
• Experience with employee and international contractor onboarding, including through third-party staffing partners
• Experience with practice management or PSA platforms such as Canopy
• Professional services, accounting, or consulting firm background
• Familiarity with the typical e-commerce tech stack (Shopify, Amazon, PayPal, Bill.com, and similar)

Benefits

• Competitive USD compensation
• Permanent remote work
• Full company equipment provided (laptop, monitor, accessories)
• 15 days PTO annually + local holidays
• Guaranteed annual increases
• Referral rewards up to $1,000
• Monthly flexible stipend (CAS Flex Perks)
• Structured onboarding and career development
• Opportunities to build AI-first operational systems

Before you apply

• Full-time exclusivity is required
• Candidates must not hold other part-time or freelance engagements once hired
• Conflict-of-interest checks may apply

About the company

CAS is a firm building the financial backbone for consumer brands, combining strategy consulting rigor and Big Four precision to serve e-commerce and CPG companies.