Client Accounting Services Supervisor
Essential Functions
- 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.
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