Client Accounting Services Manager
Essential Functions
- Manage, mentor, and supervise Client Accounting Services team members to ensure high-quality client service and operational efficiency.
- Complete and manage the month-end and year-end close processes, including bookkeeping processes, reconciliations, accruals, adjustments and financial statement preparation for dedicated clients.
- Review monthly bookkeeping & financial statements from team members and coach them for learning and development
- Coordinate and collaborate with other departments, including tax and audit, to facilitate timely and accurate reporting.
- Provide fractional CFO/Controller services as needed
- Monthly and/or Quarterly financial advisory meetings with clients
- Assist in the preparation of budgets, forecasts, and financial analysis to support strategic decision-making.
- Support senior management in special projects and initiatives as needed.
- Comfortable using and learning software applications for client needs
- Participate in industry segment meetings and marketing
- Mentor and implement training for CAS Team
- Monthly meeting with direct reports to review billable budget vs. actual, realization and goals
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field required; CPA preferred.
- 5-7 years of progressive experience in accounting, with at least 2 years in a supervisory role.
- Strong understanding of accounting principles, practices, and regulations.
- Proficiency in accounting software and Microsoft Excel; experience with QuickBooks Online preferred.
- Excellent leadership and interpersonal skills, with the ability to effectively manage and motivate a team.
- Detail-oriented with strong analytical and problem-solving abilities.
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Excellent communication skills, both verbal and written.
- Commitment to maintaining confidentiality and integrity in handling sensitive financial information.
- Ability to adapt to change and willingness to embrace new technologies and methodologies.
Some of the Benefits We Offer You
- Health, Dental, and Vision Insurance starting your first day of employment
- Parental Leave
- 401(k) Matching
- Up to 6 weeks of Paid Time Off
- Paid Holidays
- Free Gym Onsite
- Well-Being & Wellness Benefits and Programs
- Financial Support for Professional Exams and Continuing Education
- Culture based on integrity, respect, accountability, and excellence
- Competitive compensation reflecting skills, competencies, and potential
- Summer Flex Fridays
- Flexible Hybrid Work Schedule to enjoy work/life balance
- Dress for Your Day policy
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