Finance Team Lead
About The Position
Our Finance Team Lead is an operational team leader over a staff of Bookkeepers and others. This role oversees and leads a group responsible for the preparation and maintenance of client financial records including balance sheets, income statements, bank reconciliations, general ledger reports, cash disbursements, and cash flow statements for over 500 of our customers. There are additional requirements related to the banking, client setup, deposits, reporting, and tax preparation as well. Experience in our industry is NOT required. We have a fantastic training program and learning system to assist you in becoming the expert. All we ask for is a leader with a servant attitude who enjoys developing and supporting others. We would like to see at least 8-10 years of solid leadership and management experience in financial services, banking, accounting, or similar fields, along with a bachelor's degree with major coursework in accounting. The Finance Team Lead is responsible for providing direction and leadership to the team by guiding and leading the department to deliver service that meets or exceeds client expectations while delivering and adhering to our award-winning culture. The Finance Team Lead will foster a supportive department culture that expects nothing less than being experts, is diligent in problem solving, and passionate about returning all customer calls and correspondence the same day.
Requirements
- Experienced team leader with a proven record of accomplishment in a customer service environment.
- Led a team with ten employees or more, for at least 6 years, and managed a demanding service product with deadlines and legal requirements?
- 8-10 years of solid leadership and management experience in financial services, banking, accounting, or similar fields
- Bachelor's degree with major coursework in accounting
Responsibilities
- Oversee the consistent, accurate delivery of accounting services for our customers.
- Manage, lead, and develop a team of bookkeepers and other staff to ensure a consistent service product delivery.
- Provide staff with ongoing development, positive motivation, training, and coaching.
- Develop and maintain positive relationships with banking partners, vendors, internal staff, and external customers.
- Autonomous, proactive leadership of the department and service delivery.
- Manages daily activities of staff, reviews employee activities for completeness, accuracy, and effectiveness.
- Be an always-positive opinion-maker in the leadership team and believe in the good in people.
- Supports and leads fraud prevention efforts both internally and on behalf of our customers.
- The leader in this role must be able to commute to the San Antonio office daily, for team collaboration, onsite functions, staff development, and leadership meetings. We believe visible, frequent, in-person leadership by the Bookkeeping Manager is a key component of developing a strong team culture.
Benefits
- 5 weeks of PTO to allow for rest, travel, family, and your hobbies.
- Eleven paid annual holidays
- Forty paid hours per year for community service activities.
- Paid Training - Internal Learning and Development Management System.
- Full suite of benefits includes Medical, Dental, Vision, STD/LTD, Life/AD&D and a 401k program.
- Free medical clinic in-house (in San Antonio office – virtual appointments for other offices).
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What This Job Offers
Job Type
Full-time
Career Level
Manager
