BERATUNG ADVISORS

COO / EOS® INTEGRATOR

Do you thrive in fast-paced environments where structure and strategy meet heart and hustle? Are you the kind of leader who naturally brings calm to chaos and turns vision into results? Do you find satisfaction in building teams, scaling systems, and fostering a culture of ownership and accountability? If you are you ready to mold the future of a value-driven firm that’s redefining what it means to advise with purpose, we want to talk to you.

Our ideal COO / EOS® Integrator is/has a:

• Professional backbone. You operate with integrity, hold self and others accountable, and don’t shy away from hard conversations. Your presence commands respect without ego.
• Passionate. You believe deeply in the work, the people, and the mission. Your energy is contagious and fuels those around you.
• Self-starter. You don’t wait to be told what needs to be done—you anticipate, initiate, and execute. You thrive in autonomy and make things happen.
• Leading by example. You model what great looks like. Whether it’s how you manage your time, communicate, or tackle challenges, people look to you and follow your lead.
• Communication translator. Complex ideas don’t intimidate you— you distill them into powerful messages that align teams, spark action, and keep everyone moving forward.

Our ideal COO / EOS® Integrator brings a healthy mix of grit, humility, and strategic acumen. You know how to zoom out and drive the big picture while rolling up your sleeves to solve problems in real time. You’ll help turn visionary ideas into repeatable processes and scalable systems that support both our team and our clients. In this role, your impact will be felt across the organization as we grow Beratung Advisors into the firm of the future.

RESPONSIBILITIES

Leadership + Team Management

• Lead, manage, and hold the team accountable (LMA) in alignment with our values and responsibilities.
• Conduct 1:1s with all team members to support development, remove barriers, and drive results.
• Own and maintain the Accountability Chart, including hiring and firing decisions.
• Foster a culture of ownership and cross-functional alignment that reinforces accountability at every level.
• Collaborate with Visionary to ensure clarity in all committed meetings.

Operational Excellence + EOS Execution

• Run day-to-day business operations with a strong bias toward action and clarity.
• Lead all EOS® functions, including running Level 10 (L10) meetings, driving traction, and managing the Vision/Traction Organization (VT/O).
• Redesign and maintain the scorecards and KPIs to align with performance and growth goals.
• Lead compensation planning in partnership with finance leadership.
• Document, create, simplify, and maintain all key business processes to be followed by all.

Strategic Execution + Vision Alignment

• Work closely with the Visionary to translate high-level ideas into executable strategies.
• Support key strategic initiatives, such as launching an internship program, incorporating a tax firm, publishing a book, and developing a group delivery model.
• Help evolve tools like the financial health questionnaire, life planning model, and a simplified, proven financial planning process.
• Drive execution toward major firm goals, such as ensuring every client is in a financial plan and multiplying revenue (2X, 3X, etc.).

Financial Stewardship

• Own the company’s P&L, budgeting process, and financial accountability.
• Hold the CFO and Controller accountable to targets, accuracy, and overall financial health.

** _ This is an onsite, in-person position based in Pittsburgh, PA **_

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QUALIFICATIONS

Required

• 3+ years of team leadership experience at the Director/VP level
• 3+ years of team management experience of 10 or more direct reports
• 3+ years of full P&L ownership/management for a business with $2 – $3M+ in revenue
• Proven leadership of cross-functional departments

Preferred

• Experience operating at the C-Suite level
• Familiarity with the Entrepreneurial Operating System (EOS®)
• Bachelor’s degree completion

Desired

• Previous experience as an EOS® Integrator
• CFP® (Certified Financial Planner) designation
• CKA® (Certified Kingdom Advisor) designation

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THE COMPANY - BERATUNG ADVISORS

We’re not your typical financial firm — and we never want to be. Beratung Advisors is a faith-based, people-first company on a mission to change lives through financial planning. We believe in honoring others, doing life together, and getting 1% better every day. Our why is “ to educate and empower people so that they can pursue their goals and live a fulfilling life.”

WHY WORK WITH US

• Faith-based and family-oriented
• Flexible work hours with real-life balance
• Visionary leadership with huge community impact
• Financial planning first — investments second
• Your effort is seen, acknowledged, and appreciated
• We evolve fast — and we don’t live in the status quo
• Not a cog in the machine — we are the machine

OUR CORE VALUES

• Together: We strive to work together to empower others.
• Everyday learner: We strive to educate our clients and ourselves every day.
• Always evolving: We strive to create personalized plans with adaptable strategies for the success of our clients and our team.
• Contagious generosity: We strive to be good stewards and share our blessings with others.
• Honor others: We strive to honor others by serving them.
• Passion: We love life, financial planning, our clients, and our team! Our deep passion fuels our work and guides us to what we do.

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SALARY: $130K - $150K plus performance-based bonus opportunity

BENEFITS: 401(k) with up to 4% match after 180 days, 4 weeks’ vacation, $2,500 adoption assistance, 6 weeks paid 6 weeks unpaid maternity/paternity leave, employer paid low-deductible health insurance (employee-only not family, can also choose a high-deductible plan with lower premiums), qualified charitable donations matched up to $1,000 per year, paid conferences and advanced designations.

"We are Netflix vs Blockbuster. If we advance our vision together, we could have ripple effects for our community and our profession.” – Greg Furer, Visionary, Beratung Advisors