Performance-Based Job Description

Position: Manager of Finance, HR & Digital Operations

Company: COSOURCING PARTNERS

Location: Chicago, IL (Hybrid)

Employment Type: Full-Time, Direct Hire

Role Overview

As the Manager of Finance, HR & Digital Operations, you will serve as a core operational leader responsible for integrating finance, HR, and digital process excellence across our organization. Reporting directly to the President & CEO, this role ensures the seamless execution of tax, payroll, banking, compliance, recruiting systems, and financial reporting functions. You will collaborate cross-functionally with leadership, sales, and our DevOps team to drive enterprise alignment, digital automation, and performance visibility in support of the company’s strategic objectives. This is a hands-on, highly visible role critical to our continued growth in the enterprise AI augmentation and digital staffing space.

Employee Value Proposition (EVP)

Purpose This role plays a pivotal part in sustaining and scaling operational excellence. By leading financial accuracy, HR compliance, and digital process optimization, you will contribute directly to the stability, integrity, and growth of the business. You’ll act as a trusted right hand to the CEO and a key integrator across multiple departments, enabling stronger decision-making through reliable financial insights and modernized systems.

Growth As a senior leader in a high-growth company, you will be part of a proven business model in an emerging industry — digital talent enablement and AI-augmented staffing. You'll have the opportunity to shape the infrastructure and automation of core business functions while gaining exposure to executive decision-making and cross-functional innovation. The role provides clear pathways for expanded leadership as the business scales.

Motivators Top performers will thrive in this role if they are energized by solving complex cross-functional problems, enjoy leading both operational details and strategic initiatives, and seek to leave a lasting impact by upgrading legacy systems with modern tools. You’ll work closely with a forward-thinking CEO and a passionate team driving business transformation.

 

Major Objectives

1. Oversee and Improve End-to-End Financial Operations Within the first 90 days, take ownership of managing and improving the company's financial operations across accounts payable, accounts receivable, general ledger reconciliation, monthly close processes, and financial reporting. Ensure that all banking statements are reconciled accurately, cash flow is optimized, and timely reports are provided for leadership and external stakeholders.

2. Lead HR Compliance, Payroll, and Employee Onboarding Systems Within the first 120 days, streamline all HR compliance, benefits administration, payroll accuracy, and 401(k) compliance reporting. Take full ownership of the onboarding and offboarding processes, ensuring accurate tax documentation, state-specific compliance, and timely execution of all HR systems and documentation.

3. Drive Financial Visibility and Operational Alignment with Growth Goals Within the first 6 months, implement dashboards, reporting mechanisms, and process reviews that align financial and HR operations with company growth strategies. This includes providing monthly financial packets for banking partners, collaborating on CRM accuracy with the sales team, and presenting financial KPIs and cost-saving opportunities during weekly business operations meetings.

Critical Subtasks

1. Manage Banking Relationships and Fraud Monitoring Controls Act as the primary liaison with the company’s banking institution. Set up and maintain ACH payments, fraud prevention protocols, and ensure real-time monitoring is in place to protect company assets. Track improvements in payment speed, error rates, and compliance response time.

2. Ensure Accurate Payroll Processing and Tax Moderation Adjustments Own the full payroll processing cycle with accuracy and consistency across employee types and geographies. Collaborate with tax advisors to apply appropriate state and federal tax treatments and execute payroll transfers on a bi-weekly basis without error.

3. Administer Monthly Reporting and GL Compliance with External Stakeholders Coordinate the preparation and submission of monthly financial data to an external accounting or banking firm. Maintain audit-ready GL reports, balance sheets, and reconciliation records. Monitor data integrity and reduce month-end close timelines by at least 20% within the first 6 months.

4. Collaborate with Sales and Recruiting to Improve CRM Accuracy Regularly partner with sales and recruiting leadership to ensure CRM data (e.g., revenue, client activity, and candidate placement records) is clean, up to date, and actionable. Create a process to reduce duplicate entries and improve lead-to-close visibility.

5. Align with DevOps on Project Tracking and Financial Integration Meet weekly with the DevOps team to align updates on project milestones, billable hours, and financial performance against plan. Help integrate financial data into project dashboards and ensure consistent tracking of project margin and delivery impact.

6. Monitor Cost Savings and Budget Adherence Across Business Units Track expenses, identify cost-saving opportunities, and ensure alignment with department-level budgets. Proactively report overages and recommend process changes. Within 90 days, implement a cost tracking system that supports at least 5% savings across key areas.

7. Continuously Evaluate and Integrate AI to Improve Performance Within the first 90–180 days, take ownership of identifying how AI and automation tools can support or enhance the core responsibilities of this role. Evaluate tasks that could be streamlined or improved (e.g., payroll automation, invoice processing, CRM updates), lead pilots, and embed continuous AI adoption into daily work.