About the position
The Outsourced Accounting Manager will manage client relationships by monitoring client needs and building value into professional service. The role involves handling day-to-day accounting needs for clients, overseeing the work of outsourced accounting specialists, and serving as a key point of contact for clients on accounting matters. Responsibilities include utilizing technology for real-time accounting, reconciling bank accounts, calculating month-end balances, and providing analysis of GL accounts. The manager will also act as an outsourced CFO, providing advisory services including budgeting and cash flow management, and will be responsible for communicating month-end results to clients. Additional duties include preparing various reports, identifying opportunities for cross-selling services, and ensuring compliance with project budgets and deadlines.
Responsibilities
- Manage client relationships by monitoring client needs and building value into professional service.
- Handle day-to-day accounting needs for clients, functioning as their accounting department.
- Oversee and review the work of outsourced accounting specialists and senior specialists.
- Serve as a key point of contact on day-to-day accounting matters for the client.
- Utilize technology to account for all accounting transactions in real-time.
- Reconcile client bank accounts.
- Calculate month-end balancing and journal entries and provide analysis of GL accounts.
- Act as the outsourced CFO to provide advisory services including budgeting, forecasting, and cash flow management.
- Communicate month-end results to clients.
- Prepare reports, returns, and other documents as required.
- Provide analysis of accounting information for high-level advisory services.
- Make recommendations on streamlining processes.
- Provide feedback to develop the outsourced accounting practice.
- Mentor and provide technical training for staff.
- Identify opportunities to cross-sell Eide Bailly services to clients.
- Perform client billings for accounting services provided.
- Participate in all areas of business development.
- Ensure timely and accurate performance on assigned projects.
- Maintain compliance with project budgets, turnaround times, and deadlines.
Requirements
- Bachelor's Degree in Accounting preferred; equivalent combination of education and experience may be substituted.
- 5+ years of accounting or bookkeeping experience required.
- Prior experience with Nonprofit (NPO) accounting.
- Valid CPA or CMA license or working towards obtaining one preferred.
- Advanced knowledge of general ledger accounting and principles.
- Ability to think innovatively to incorporate technology solutions.
- Ability to communicate clearly in writing and verbally.
- Ability to work on multiple projects and meet deadlines.
- Ability to establish and maintain effective working relationships.
- Proficient with computers, Microsoft Office (Word and Excel), QuickBooks, and various software packages.
- Must be authorized to work in the United States without visa sponsorship.
Nice-to-haves
- Prior experience working with clients in the contractor/construction or non-profit industries.
Benefits
- Generous paid time off.
- Comprehensive medical, dental, and vision insurance.
- 401(k) profit sharing.
- Life and disability insurance.
- Lifestyle spending account.
- Certification incentives.
- Education assistance.
- Referral program.
