Accounting Manager - Client Lead

Proven

12d•Remote

About The Position

You'll be at the forefront of our financial operations. You'll use technology to streamline processes and deliver top-tier financial insights. You'll be the lead with clients delivering reports and discussing strategy. You'll also help manage the bookkeepers and accountants.

Requirements

Bachelor's degree in Accounting, Finance, or related field (Master's degree, CMA, or CPA certification preferred).
6-8 years of progressive experience in accounting or finance roles, with demonstrated leadership and supervisory experience.
Advanced Proficiency in Excel to organize and interpret data, including formulas
Ability to work in fast paced environment and meet critical deadlines
Self-starter with the ability to work both independently and on a team
Flexible regarding peak-time work requirements
Ability to work well with individuals at all levels
Previous experience as an accountant, controller, accounting supervisor, or manager
Must have legal right to work in US
Experience in Full Accounting Cycle
Experience with Xero and Quick Books Online

Responsibilities

Meet with clients monthly and quarterly for reviews and present financials.
Compile and analyze financial information to prepare entries to accounts for client organizations
Assist with defining, benchmarking, and implementing operational best practices
Understand all aspects of accounting cycle for client work; billing, financial statements, general ledger, payroll, accounts payable, accounts receivable, inventory, budgeting, revenue recognition, and other various special analyses
Maintain documented system of accounting policies and operations
Help Prepare and review daily, weekly, monthly financial statements for client organizations
Help manage the monthly close process for client organizations
Assist with management of accounting, auditing, and budgeting for client organizations
Resolve accounting discrepancies and maintain the integrity of the information
Work in a multitude of software packages to facilitate billing, invoicing, inventory, reporting, forecasting, etc.
Serve as the primary point of contact for key client relationships, maintaining regular communication and addressing client inquiries and concerns.
Collaborate with clients to understand their business needs, financial goals, and challenges, and provide strategic advice and guidance accordingly.
Manage client engagements, ensuring quality and timely delivery of services, and identifying opportunities for additional value-added services.
Provide leadership, guidance, and direction to the accounting team, ensuring clarity of roles, responsibilities, and expectations.
Mentor and coach team members, fostering their professional development and growth.
Conduct regular performance evaluations, provide feedback, and address performance issues as needed.