Manager, Small Business Outsourcing

Armanino LLP • San Ramon, CA

1d • $117,800 - $167,900

About The Position

The Manager, Small Business Outsourcing leads a small team of staff and senior-level professionals supporting multiple clients. The role plans, coordinates, and oversees outsourced client finance and accounting activities to provide timely and accurate monthly services, with subject matter expertise for real estate clients and technical expertise in US GAAP.

The manager reviews client-use-only and compiled financial statements and supporting schedules, develops and maintains client accounting systems, and serves as a liaison among clients, external auditors, and internal stakeholders. The role also supports business development, new-client onboarding, and staffing coordination, while coaching and developing staff and senior consultants. As an escalation point for client delivery matters, the manager identifies risks and works with clients and internal teams to resolve issues.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience.
• At least 5 years of accounting experience combining public accounting and industry accounting, including full-cycle accounting, financial reporting, accounts payable and accounts receivable, reconciliations, and US GAAP requirements.
• At least 1 year of experience leading, coaching, or supervising team members in a fast-paced, results-oriented environment.
• Property management accounting experience or a proven track record working with real estate and property management clients.
• Experience with multiple accounting software applications, including one or more of QuickBooks Online, NetSuite, Sage Intacct, Yardi, or Microsoft Business Central (Dynamics 365).

Nice To Haves

• CPA or CMA license.
• Experience with cloud-based accounting system conversions.

Responsibilities

• Lead and provide direction to a small team of staff and senior-level professionals supporting multiple clients.
• Plan, coordinate, and oversee client and financial management outsourcing activities to ensure timely and accurate monthly finance and accounting services.
• Provide subject matter expertise for real estate clients.
• Provide technical expertise related to US GAAP requirements.
• Participate in developing and maintaining accounting systems that support efficient client operations and financial management across industries.
• Perform detailed reviews of periodic client-use-only and compiled financial statements and supporting schedules.
• Serve as a liaison between clients, external auditors, and internal stakeholders.
• Develop and maintain proactive working relationships with clients and cross-functional teams to obtain information required for financial reporting.
• Support business development and growth efforts by participating in prospect meetings and assisting with pricing, scoping, and engagement letters.
• Support new-client onboarding, including client and staff training, resource coordination, and client work assignments.
• Coach and develop staff and senior consultants through feedback, career development, goal setting, and performance management.
• Serve as an escalation point for client delivery matters, identify risks, and collaborate with clients and internal teams to resolve issues.
• Collaborate with resource management and leadership to align staffing with team capacity, skill sets, and development opportunities.

Benefits

• Medical, dental, and vision benefits.
• Generous PTO plan and paid sick time.
• Flexible work arrangements.
• 401(k) with profit sharing.
• Wellness program.
• Generous parental leave.
• 11 paid holidays.
• Eligible employees at certain levels may participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager