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Manager, Strategy & Operations

Aistra
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About Aistra:

Aistra is an AI adoption company that develops products and solutions to Make AI Work for business processes and professional services. We develop and integrate AI technologies into workflows to increase productivity and effectiveness, while ensuring responsible execution. Founded by a team of experienced business builders, Aistra is rapidly emerging as a global leader in productizing service operations using AI and delivering exceptional value to all stakeholders.

 

About Fiscalix:

Fiscalix, an Aistra business, is building an AI-powered accounting network through strategic acquisitions of midsized US-based accounting, tax, and advisory firms. By applying leading AI technologies, Fiscalix aims to create a more profitable and scalable network than existing industry leaders.

 

Position Overview:

The Strategy & Operations Manager will play a key role in building a leading edge offering in the accounting industry. This role will work with Fiscalix’s VP of Strategy & Transformation and firm leaders to implement Fiscalix’s strategic plan, assist with M&A integration, and improve firm operations. The ideal candidate will have experience in business operations and a solid understanding of AI-driven processes.

 

Key Responsibilities:

M&A Integration:

  • Help deploy Fiscalix’s communication and change mgmt. plan for firms joining the network.
  • Transition back-office functions (HR, IT, Finance) from partner firms to Fiscalix.
  • Deploy Fiscalix’s integration playbook to streamline the process.

Firm Growth & Operations:

  • Work with firm leaders to implement growth strategies, including sourcing tuck-in acquisitions, cross-selling services, expanding service offerings and updating pricing.
  • Help firms adopt Fiscalix’s AI-enabled global delivery teams to improve capacity.
  • Deploy Aistra’s AI products by conducting training sessions, rolling out updates and new features, and troubleshooting issues. Gather user feedback and work with Aistra’s product team to ensure ongoing improvements and a smooth user experience.
  • Act as a point of contact between firm leaders and Fiscalix’s back-office teams.
  • Support firm leaders with their annual planning and operational improvement projects.

Network Growth & Operations:

  • Perform due diligence on potential M&A targets.
  • Help organize leadership retreats for sharing knowledge and best practices among firms.
  • Support hiring and onboarding efforts for new Fiscalix employees.
  • Create and maintain KPI dashboards to monitor the performance of the Fiscalix network.

 

Qualifications:

  • Bachelor’s degree from an accredited institution
  • CPA or equivalent designation (e.g., CA, masters in accounting)
  • 2-4 years of experience as a practicing CPA or in business operations at a growing professional services or professional services technology company.
  • Strong problem-solving and analytical skills.
  • Strong organizational and communication skills.
  • Ability to work independently in a fast-paced environment.
  • Keen interest in using emerging AI technologies to improve business processes.

 

At Aistra, we are committed to fostering a fair and inclusive work environment. We provide equal employment opportunities to all applicants and team members, regardless of race, color, religion, national origin, gender, gender identity/expression, sexual orientation, pregnancy, age, marital status, disability, veteran status, or any other characteristic protected by law. Aistra’s hiring and promotion decisions are based solely on qualifications, experience, and business needs.