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Finance and Operations Manager

Overview

At Advocate, our mission is to empower Americans to obtain the government support they've earned. Advocate aims to reduce long wait times and bureaucratic obstacles of the current government benefits application process by developing a unified intake system for the Social Security Administration, utilizing cutting-edge technologies such as artificial intelligence and machine learning, crossed with the knowledge and experience of our small team of EDPNA’s and case managers. 


The Finance and Operations Manager will support the CEO by driving key finance and operations initiatives. You’ll play a critical role in weekly metrics reporting, financial analysis, and revenue forecasting to support our strategic decision-making. This position is ideal for someone with 1-2 years of investment banking experience, looking to apply their skills in a dynamic, mission-driven startup environment. It is a unique opportunity to be part of a small but impactful team and contribute directly to the growth and success of our company.


Job Responsibilities
  • Financial Analysis & Reporting: Oversee weekly metrics reporting, providing data-driven insights to support company goals.
  • Revenue Projections: Maintain and update the revenue projections model, offering scenario analyses to guide leadership decisions.
  • Operational Efficiency: Assist in optimizing operational workflows across departments, including finance, client operations, and technology.
  • Project Management: Coordinate cross-functional projects to ensure alignment with financial and operational objectives.
  • Data-Driven Decision Support: Develop and maintain reports and dashboards to monitor KPIs, ensuring our team can make informed, data-driven decisions.
  • Ad-hoc Analysis & Support: Conduct ad-hoc financial analyses and support operational initiatives as they arise.


Qualifications
  • Bachelor’s degree in finance, business, or a related field
  • 1-2 years of investment banking experience
  • Strong proficiency in Excel, including financial modeling and data analysis
  • Strong analytical skills and an eye for detail
  • Excellent verbal and written communication skills
  • Ability to adapt to new challenges in a fast-paced, mission-focused environment
  • A proactive, solutions-oriented mindset and a passion for mission-driven work


This is a remote position and Advocate is currently a fully remote team. Advocate is an equal opportunity employer and values diversity in the workplace. We are assembling a well-rounded team of people passionate about helping others and building a great company for the long term.

Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Finance and Operations Manager, Advocate

Are you ready to take your finance skills to the next level? At Advocate, we're on a mission to empower Americans in navigating the government support system efficiently, and we're looking for a Finance and Operations Manager to join our energetic team in New York City. If you have 1-2 years of investment banking experience, this is your chance to apply that expertise in a dynamic startup environment where every single contribution matters. Your role will involve developing weekly metrics reporting to aid in our strategic decisions, performing financial analyses, and maintaining our revenue projections model. You’ll also be responsible for enhancing operational workflows and managing cross-functional projects that align with our objectives. If you're passionate about using your analytical acumen to drive meaningful change, this is the opportunity for you. Advocate empowers a culture where your insights and leadership lead directly to improved processes and outcomes. We'll support you as you craft detailed reports and dashboards to keep our team informed and aligned on key performance indicators. Additionally, your ability to adapt and tackle new challenges will be crucial as we continue to expand our impact. Join us in making a difference while thriving in a supportive and fully remote team environment. Together, we can reshape the future of government benefits and ensure everyone gets the support they deserve!

Frequently Asked Questions (FAQs) for Finance and Operations Manager Role at Advocate
What does the Finance and Operations Manager position at Advocate involve?

The Finance and Operations Manager at Advocate plays a crucial role in overseeing financial analysis, weekly metrics reporting, and maintaining revenue projections models. This position involves optimizing operational workflows across various departments and coordinating cross-functional projects to ensure alignment with the company's financial and operational goals.

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What qualifications are necessary to apply for the Finance and Operations Manager role at Advocate?

To apply for the Finance and Operations Manager position at Advocate, candidates should have a Bachelor’s degree in finance, business, or a related field, along with 1-2 years of investment banking experience. Strong proficiency in Excel for financial modeling, exceptional analytical skills, and excellent communication abilities are also essential.

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How does Advocate support its Finance and Operations Manager in achieving their goals?

Advocate supports its Finance and Operations Manager by fostering a collaborative remote team environment, providing access to advanced tools for financial analysis, and encouraging a proactive, solutions-oriented approach that empowers professionals to drive significant change within the organization.

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What makes Advocate a unique workplace for the Finance and Operations Manager?

Advocate is a mission-driven startup that values individual contributions and insights. The Finance and Operations Manager will be part of a small team making a significant impact in the realm of government benefits. This role offers the chance to work on innovative technologies and initiatives that directly benefit the community.

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Is the Finance and Operations Manager position at Advocate fully remote?

Yes, the Finance and Operations Manager position at Advocate is fully remote. This allows for flexibility and work-life balance while being part of a dedicated team focused on supporting the community.

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What skills are essential for the Finance and Operations Manager role at Advocate?

Essential skills for the Finance and Operations Manager role at Advocate include strong analytical capabilities, proficiency in Excel, excellent verbal and written communication skills, and the ability to adapt to new challenges in a fast-paced environment. A proactive mindset towards developing solutions is also highly desirable.

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What kind of team dynamics can the Finance and Operations Manager expect at Advocate?

The Finance and Operations Manager at Advocate can expect to work in a supportive and collaborative environment where every team member’s input is valued. The team is committed to the mission of empowering people, making it a fulfilling place to grow professionally while contributing to meaningful change.

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Common Interview Questions for Finance and Operations Manager
Can you describe your experience in financial analysis relevant to the Finance and Operations Manager role?

In discussing your experience with financial analysis, be specific about the types of projects you've handled. Highlight your ability to derive insights from data, your proficiency in Excel for modeling, and how your analysis has informed strategic decisions in past positions.

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How would you approach optimizing operational workflows within an organization like Advocate?

To optimize operational workflows, I would begin by mapping out existing processes to identify bottlenecks or inefficiencies. Gathering input from team members on the ground would be vital in this process, allowing for data-driven adjustments that enhance performance and ensure alignment with our strategic goals.

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What tools or techniques do you use to maintain revenue projections?

I utilize a combination of Excel for financial modeling and visualization tools for reporting. Regularly reviewing historical data and market trends also informs my projections, enabling me to adapt them based on real-time developments and provide scenario analyses to guide leadership decisions.

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Describe a challenging financial metric you had to report on and how you navigated that situation.

Discuss a specific challenge you faced while reporting on a financial metric and explain your methodology. Highlight the steps you took to ensure accuracy and clarity in your reporting, how you communicated findings to stakeholders, and what the outcomes were for the project or organization.

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How do you ensure data-driven decision-making within a team?

To foster data-driven decision-making, I prioritize transparency in reporting and actively involve team members in discussions about the data. By providing comprehensive and easy-to-understand reports and dashboards, I can help the team interpret metrics effectively and relate them to our objectives.

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What strategies do you use for effective project management?

I employ a combination of Agile methodologies and project tracking tools to ensure smooth project management. Clear communication, setting realistic timelines, and regularly checking in on progress help align cross-functional teams while adapting to any hurdles that may arise.

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Can you provide an example of an ad-hoc analysis you've conducted and how it influenced business decisions?

Share a brief case study of an ad-hoc analysis you've done: specify the business context, the data you analyzed, and the actionable insights that came from your work. Be sure to underscore how your analysis helped steer key decisions at the leadership level.

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How do you prioritize tasks when managing multiple financial and operational projects?

I prioritize tasks based on urgency and impact, employing a matrix to assess what requires immediate attention versus long-term planning. I also maintain open lines of communication with my team to ensure we are aligned on what needs focus each week.

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What do you find most rewarding about working in a mission-driven environment?

Working in a mission-driven environment is rewarding because it fosters a sense of purpose and connection to the larger community. I am invigorated by the notion that my work contributes significantly to improving people's lives and enabling services that they deserve.

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How do you handle tight deadlines in a fast-paced setting?

In fast-paced settings with tight deadlines, I focus on time management and clear planning. Breaking down projects into smaller tasks helps me remain organized. I also ensure that quality doesn't suffer under pressure by staying agile and adapting as needed to meet deadlines.

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Advocates for Insurance Modernization (AIM) is an organization committed to the advancement of modern insurance policies that promote consumer choice, competitive markets, and economic investment. AIM will bring together insurers, the agent and br...

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Full-time, remote
DATE POSTED
November 24, 2024

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