Provide leadership and supervision to accounting team members and support operations and clients through sound judgement and discretion in applying accounting principles to day-to-day processes and functions. Assess team and department efficiencies to make improvement recommendations where necessary. Oversee a group of clients or a strategic client. Develop productive, supportive relationships with key stakeholders (financial leadership, client team, and operations partners). Review team members' financial reports to ensure quality, timeliness, audit compliance and assess competencies. Track team compliance with department SOC 1 audit controls; approve banking or financial transactions, schedules, and reports in accordance with best practice policy and procedures. Monitor account health and other metrics, managing remediation as needed. Direct new scope onboarding by coordinating with account leadership and clients. Assess team/department workflows and policies to recommend or implement improvements in operating efficiencies and effectiveness. Manage team performance, available capacity, and training needs through conducting one-on-one meetings, team meetings and addressing deficiencies timely and professionally. Develop direct reports (as applicable) through goal setting, conducting mid-year and year-end performance reviews and delivering timely and meaningful performance feedback, while maintaining quality results and performance. Lead departmental projects and/or assume a leadership role on one of the Client Accounting Committees. Manage corporate P/L accounting (including month-end, AOP, forecasting) activities related to client. Perform other related duties as required or requested.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree