• Working as part of a service delivery team, you will oversee and perform a variety of financial reporting and oversight activities related to the financial well-being of clients. Manage monthly, quarterly, and annual financial close as well as related reporting in accordance with GAAP and client internal control policies • Establish schedules and processes for compiling, processing, and reporting financial data and oversee the technical quality of financial and accounting work delivery for team quality control on day-to-day operations as well as monthly, quarterly, and annual close • On a monthly basis, maintain GL and process journal entries per client schedules and account reconciliations, prepare cash flow forecasts and financial projections, and develop client financial controls and accounting policies and procedures • On an annual basis, own and execute client audit preparations including planning, coordination, and report preparation • On an ongoing basis, participate in Board and client management meetings as needed, maintain continuous contact with clients, and communicate with Insource client team throughout the business year. Ability to anticipate clients’ changing needs and implement appropriate recommendations, while managing risks • Work as an integrated team member in order to support strategic financial management decision-making for our clients • Inform supervisor and client manager of important client developments and outline important client issues as needed including facts and recommendations • Travel to client sites for meetings and onsite processing as needed/requested
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Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees