About The Position

The Outsourced Accounting Manager works in Brixey & Meyer’s CFO Services practice, supporting the Construction, Real Estate & Consumer Industry team. The role oversees multiple client engagements and manages a team of Seniors and Accountants, with client work focused on outsourced accounting and interim Controller services. The Manager also coaches and mentors staff, manages client relationships, and participates in networking and practice development. This position reports to the Senior Manager and Shareholder. The Manager provides CFO Services to clients, oversees engagement delivery and staff utilization, reviews accounting and financial reporting work, and identifies opportunities to create value and improve client efficiency. The role also supports practice administration, team hiring and development, business development, cross-selling, and participation in firm and community activities. The Manager is expected to become proficient in QuickBooks Online and other client ERP systems and may perform transactions and analyses in those systems.

Requirements

  • Bachelor’s degree in accounting or finance.
  • At least 2 years of managerial or direct supervisory experience.
  • Advanced computer literacy, including proficient use of Microsoft Office products.
  • Valid driver’s license and transportation to client sites up to 1 hour from the home office location.
  • Ability to work independently and collaboratively within a team.
  • Process-oriented approach, strong organizational skills, and ability to manage multiple responsibilities and meet deadlines.
  • At least 5 years of qualified work experience based in public accounting is preferred.

Nice To Haves

  • Master’s degree or continuing coursework.
  • CPA or relevant certification.
  • Experience or interest in leveraging automation or AI-based tools.
  • Desire to have fun at work and contribute to the company culture.

Responsibilities

  • Provide high-quality, value-added CFO Services to clients.
  • Manage client expectations and deliver exceptional service to a book of business.
  • Manage multiple engagements, meet client deadlines, schedule staff, and ensure staff time is properly utilized.
  • Build and maintain relationships with key client contacts.
  • Identify opportunities to create value, reduce costs, and maximize client efficiencies.
  • Review Seniors’ and Accountants’ work for accurate accounting and financial reporting.
  • Mentor and coach Seniors and Accountants.
  • Assist with CFO Services administrative tasks such as scheduling, sales pipelining, performance reviews, and billing.
  • Develop expertise in QuickBooks Online and other client ERP systems; operate in client systems and perform transactions and analyses as needed.
  • Assist with hiring, developing, and managing CFO Services team members as assigned.
  • Meet annual budgeted billable hours.
  • Cultivate new business and identify additional services for current clients.
  • Cross-sell and identify additional services for current clients.
  • Participate in firm committees and activities.
  • Promote the firm in the community and through involvement in professional organizations.
  • Perform other duties as assigned.

Benefits

  • Medical insurance, with coverage starting on day one.
  • Dental insurance, with coverage starting on day one.
  • Vision insurance, with coverage starting on day one.
  • 401(k) with employer match.
  • Hybrid work environment.
  • Lifestyle spending account for wellness, fitness, or other personal expenses.
  • Flexible time off.
  • Paid holidays.
  • Career advancement opportunities and development programs.
  • Training and continuing professional education (CPE) credits.
  • Pet insurance.
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