Accounting Services Team Lead

Raphael and Associates•Rutherford, NJ

2d•Onsite

About The Position

Raphael & Associates is seeking a detail-oriented, technology-savvy Accounting Services Team Lead to support the back-office accounting operations of its growing organization. The role assists senior leadership in improving processes and procedures for delivering accounting and fiduciary services to clients. It leads accounting operations specialists responsible for day-to-day client escrow account management and serves as a key client contact. The position is in-office at the Rutherford, New Jersey office.

Requirements

Bachelor’s degree in accounting, finance, or business administration.
Supervisory or management experience.
Strong operational skills and a process-driven mentality.
Strong organizational skills and attention to detail.
Excellent client service skills.
Ability to multitask and prioritize with minimal oversight.
Strong Excel skills.
Strong organizational and time-management skills, including the ability to prioritize multiple responsibilities in a fast-paced environment.
Excellent verbal and written communication skills and the ability to interact professionally with colleagues, management, clients, and other stakeholders.
Ability to manage multiple tasks, meet deadlines, and maintain a high level of quality.

Nice To Haves

Experience in the insurance industry or broader banking/financial services industry, particularly in a similar accounting, operations, or back-office role.
Experience with database tools such as Tableau.

Responsibilities

Direct a team of accounting operations specialists responsible for the day-to-day management of client escrow accounts.
Monitor daily funding levels to ensure sufficient capacity for pending and upcoming payments, and work with clients to arrange additional funding when necessary.
Issue checks and other payments, including wire transfers and ACH payments.
Provide detailed monthly and ad-hoc client reporting.
Reconcile bank accounts to internal systems.
Ensure the integrity of financial records in core systems.
Respond to client and internal inquiries promptly, professionally, and efficiently.
Develop client relationships, plan and supervise expectations and deliverables, and act as a key client contact.
Assist clients with accounting and financial reporting needs, including ensuring appropriate resources are allocated.
Assist in evaluating and establishing financial reporting internal controls and procedures.
Help develop department best practices, processes, tools, and systems.