About Us
SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
The RM Lead - OCFO oversees the Resource Management function supporting the Office of the CFO consulting practice at Solomon Edwards Group (SEG). This role is responsible for ensuring seamless consultant onboarding, accurate project financial management, and consistent operational execution across the OCFO portfolio.
The RM Lead oversees a team of 3-5 Resource Managers while remaining highly hands-on. Approximately 70% of the role is dedicated to direct RM execution, with the remaining 30% focused on people leadership, escalation management, and partnership with BFS leadership.
The ideal candidate thrives in a fast-paced environment, is highly detail-oriented, and brings strong operational judgment to evolving priorities.
Essential Duties:
Consultant Lifecycle& Compliance
- Manage onboarding for new employees and project consultants, including background check monitoring through equipment logistics.
- Conduct onboarding calls to introduce our firm, set expectations, and train on time/expense reporting.
- Support consultants with questions related to payroll, contracts, and processes.
- Ensure full compliance across contracts, payroll, and employment requirements.
Project& Financial Operations
- Process and approve weekly timesheets and expense reports.
- Create and maintain projects in Cloud Coach (timekeeping and project financials) and JobScience (ATS/CRM) , reviewing pay/bill rates and revenue forecast, for the assigned team to ensure accuracy.
- Track project financials, purchase orders (POs), and forecasts to ensure alignment with budgets and bill rates.
- Handle client onboarding and system setup (VMS, procurement, due diligence documentation).
- Validate invoices for accuracy and timeliness.
Analytics& Reporting
- Build and analyze Excel-based reports (VLOOKUPs, pivot tables, text-to-columns, formulas).
- Generate management reports in ATS/CRM on billable hours, revenue, and forecast health.
- Identify trends, data gaps, and opportunities to improve process efficiency.
Supervisory
- Lead, coach, and develop a team of Resource Managers supporting the OCFO practice.
- Ensure appropriate team coverage and continuity of service.
- Act as the primary escalation point for RM-related issues.
- Partner closely with OCFO leadership to align resourcing and operational execution with business needs.
- Maintain and continuously improve SOPs for RM processes.
Qualifications:
- 2+ years of people management experience.
- Intermediate to advanced Excel skills, including pivot tables, lookup formulas, and complex data manipulation.
- Experience working with ATS/CRM and operational systems (e.g., Cloud Coach, JobScience, Salesforce, Bullhorn).
- Experience supporting consulting, professional services, or staffing environments preferred.
- Strong analytical mindset with high standards for data accuracy.
- Clear, confident communicator with the ability to interact with consultants, internal leaders, and clients.
- Highly organized, proactive, and comfortable managing competing priorities.
Travel Requirements: Limited travel (a few times a year).
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current salary range for this role is $90,000 - $110,000.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Place of Work
Remote
Requisition ID
71
Job Type
Full Time
Application Email
[email protected]
