Manager, Small Business Outsourcing

Armanino•San Ramon, CA

About The Position

Armanino is hiring a Manager, Small Business Outsourcing to lead a small team serving multiple clients and oversee timely, accurate finance and accounting services. The role provides subject matter expertise for real estate clients and technical expertise on US GAAP, while supporting accounting systems, financial reporting, client relationships, business development, onboarding, and staff development. The position also serves as an escalation point for delivery matters and works with resource management and leadership to align staffing with capacity, skills, and development opportunities.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience.
  • Minimum 5 years of accounting experience, combining public accounting and industry accounting experience.
  • Experience with full-cycle accounting, financial reporting, accounts payable and accounts receivable, reconciliations, and US GAAP requirements.
  • Minimum 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 of successfully 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, and/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 the development and maintenance of accounting systems to support efficient operations and financial management for clients across various 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 ensure timely and accurate receipt of 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 onboarding of new clients, including client and staff training, resource coordination, and client work assignments.
  • Coach and develop staff and senior consultants through regular feedback, career development, goal setting, and performance management responsibilities.
  • Serve as an escalation point for client delivery matters, identifying risks and working collaboratively with clients and internal teams to resolve issues.
  • Collaborate with resource management and leadership to align staffing needs with team capacity, skill sets, and development opportunities.

Benefits

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