C

Current

Accounting firm alliance providing non-attest services

Chief Operating Officer/Vice President Operations - Member Firm

Business OperationsConfirmed live in the last 24 hours
Full-time$240k - $300k /yrIn-person

About the Job

Requirements

  • At least 12 years of operational leadership in professional services, such as accounting, consulting, legal, or an adjacent field, with responsibility for multi-team execution.
  • A proven track record leading technology-enabled transformation, including workflow modernization, automation, data and analytics, or AI enablement.
  • A strong process-engineering mindset; Lean/Six Sigma or equivalent experience is welcomed but not required.
  • Ability to operate at executive altitude on strategy and stakeholder influence while also handling process mapping, metrics, and adoption details.
  • Demonstrated ability to lead change in partner-led or matrixed environments.
  • High judgment around risk, quality, and compliance in regulated professional services.

Responsibilities

  • Own firmwide operations across offices and functions, ensuring consistent execution and a high-accountability culture.
  • Establish an operating cadence with weekly metrics reviews, monthly business reviews, quarterly planning, and clear ownership of initiatives.
  • Define and manage key performance indicators for capacity utilization, cycle time, service-level agreement adherence, quality and rework, realization, net promoter score and customer satisfaction, and talent retention.
  • Identify constraints to growth and remove bottlenecks through systems, process, and organizational design.
  • Map and redesign end-to-end workflows from onboarding through delivery, review, billing, and renewal to improve speed, quality, and scalability.
  • Build an internal lean and process-improvement capability through standards, playbooks, training, and continuous-improvement loops.
  • Standardize standard operating procedures, templates, and controls to ensure quality and compliance while enabling delegation or offshoring where appropriate.
  • Partner with leadership to define a practical technology roadmap covering workflow tools, practice management, document management, data platforms, client portals, and AI copilots or agents.
  • Lead technology-adoption change management by piloting, measuring, refining, and scaling solutions.
  • Establish AI-use governance for risk, privacy, compliance, and review controls in collaboration with Risk/Compliance and IT.
  • Drive automation of routine work and help elevate the team to higher-value advisory activities.
  • Serve as a trusted advisor to partners and practice leaders, influencing without relying on authority.
  • Align Tax, Audit/Assurance, CAS, Advisory, Client Service, HR, IT, and Finance teams around shared outcomes.
  • Communicate what is changing, why, when, and how success will be measured.
  • Reinforce a culture of excellence, learning, innovation, and client-first delivery.
  • Build and develop an operations leadership bench across operations, client service operations, the project management office, and enablement.
  • Partner with HR to design scalable organizational structures, role clarity, performance systems, and training.
  • Oversee shared services and operational infrastructure, including HR Operations, IT Operations, Finance Operations, and Administration as applicable, ensuring service levels and reliability.
  • Support integration of acquired practices into the flagship operating model across process, technology, operating cadence, and culture, as relevant.
  • Create repeatable integration playbooks and day-one-to-day-90 execution plans.

Desired Qualifications

  • Experience in private-equity-backed platforms, roll-ups, or multi-site professional services organizations.
  • Experience building a delivery model that uses shared services or global delivery effectively.
  • CPA, MBA, or another relevant credential.

About the Company

Current

Accounting firm alliance providing non-attest services

Crete Professionals Alliance (Crete PA) partners with the non-attest arms of US accounting firms to scale their practices while preserving the local firm’s brand, leadership, and culture. It provides centralized back-office services—like talent, HR, finance, legal/compliance, technology, and business development—through subsidiary entities that handle tax and other non-attest work, while partner CPA firms maintain audit and attest services. Crete PA takes majority stakes in partner firms, with original owners retaining a minority equity position to stay involved. The company differentiates itself by offering large-scale national resources and technology-focused tools, including AI, without forcing firms to lose their brand or leadership, and it aims to grow through acquisitions to build a nationwide accounting platform.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Tampa, FL
Founded
2023

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