The Chief Operating Officer (COO) oversees the firm’s administrative and support functions and works with the President to implement effective, firm-wide operational policies, objectives and initiatives. The COO will be responsible for the design, enhancement, implementation, reporting and oversight of the firm’s financials, operations, technology and human resources. He/she will take a leadership role in building, implementing and overseeing all of the ProVise systems and workflows in accordance with ProVise goals and objectives. The position is typically a member of the firm’s Executive Committee and participates in all aspects of budgeting, business planning and strategic planning. The COO manages the team who are engaged in supporting the firm’s client service professionals and administrative functions.
Develops and manages the business plan that implements the vision and strategic directions of the firm
Develops the organization, including recruiting, employee development, performance planning, especially in the functional areas of support and administration
Implements performance management processes
Oversees firm policies and procedures for accounting, human resources and financial controls.
Accounting and Financial Reporting
Maintains the firm’s financial records and statements and prepares any necessary schedules for the preparation of the firm’s tax return
Creates the operating budget with a focus on expense control