Accounting Manager

Our Accounting Managers are resourceful problem solvers and strategic, business-minded
professionals who thrive when working with a variety of clients and industries. AMs are detail-oriented, problem solvers who are calm under pressure, adjust to evolving client needs, and find solutions to clients’ needs and concerns. 

Specific examples of a typical day/week are as follows:
1. Client Management – Understand the metrics of a successful, engaged team that works
efficiently and effectively to provide services to our clients. Be proactive and prepared.
Consult all assigned clients for budgets, forecasts, and broader knowledge of financial
Operations. Review and analyze Client’s Monthly Financial Reports, Budgets, Tax Organizers, and special projects for accuracy with expediency. Ensure Bill Pay Review and Approvals
adhere to internal controls and processes. Proactively identify client needs ensuring client expectations are exceeded consistently. Conduct on-going process improvement and appropriate follow-up activities to guarantee issue resolution.

2. Team Leadership – Make sure your team is trained, knowledgeable, efficient, and providing the best customer service to your client base. Prioritize team workload through tasks, keeping utilization metrics consistent with goals. Provide mentorship, technical training, and individualized support to your team. Ensure clear expectations for performance are set and met, regarding client expectations, accounting functions, and client service and other duties as described.

3. Resource Management – Manage expectations through detailed project management.
Review and analyze Client’s Monthly Financial Reports, Budgets, Tax Organizers and
special projects for accuracy in a timely manner. Present discrepancies to CRM. From onboarding new clients to ensuring issues are resolved with urgency, AMs are experts at seeing beyond the numbers, providing information and solutions to the client in a concise and professional manner.

Job Description – future/bigger picture

CRMs are experts at balancing detailed projects and tight deadlines. CRMs analyze challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows:
 

• Business Minded- Understand how to evaluate processes, how to shift gears, find solutions to challenges, and ensure profitability. Within the first 6 months, lead and manage at minimum 10-15 client relationships at one time while being highly utilized and supporting staff accountants.

• From Staff Accountant to Manager- Organization, prioritization, and delegation are key
  components of this role, but it is also critical that you can support and coach your team. Be willing to lead the team with respect, transparent communication, and clear expectations.

• Process Improvement – Develop and improve current policies and procedures to ensure the team is motivated, fully utilized, and maintaining efficiencies and productivity.

•  Manage Expectations- Be able to customize the client experience to meet their specific
  goals and needs. Ensure division financial objectives are met or exceeded by forecasting requirements, project management/resource allocation, analyzing profitability reports, analyzes WIP reports, custom collections, etc.

• Think - Bring new ideas to the table that add value to our community: focus on
  responsive solutions that help manage client and team expectations. Model company
  Principles in action to your team.

Software Skills:

The following software systems are used frequently, and experience is preferred:
 

• QuickBooks Desktop

•  QuickBooks Online

•  Sage Intacct (highly preferred)

•  NetSuite

 

We are looking for a candidate who can develop strong client relationships through proactive
communication, thorough financial analysis, and by identifying potential obstacles and possible
solutions. Here are the primary skillsets and characteristics a successful candidate will possess:

•  Bachelor’s Degree in Accounting or Finance preferred.

• 3+ years of accounting manager experience, 2+ years’ experience managing 2-4 team
  Members.

• Organized, detail-oriented, and ability to ensure tasks are completed on time.

• Very good communication skills (written and verbal) and presentation skills.

• Experience working remotely and tracking time.

• Diverse Accounting Industry experience preferred, including: K-1 reconciliations, bank
  reconciliations, brokerage reconciliations, financial reporting and analysis, private equity
  tracking, annual tax organizer, analyzing WIP reports, etc.

• Intermediate to advanced computer skills working with various office equipment,
  computers and programs including databases, Word, Outlook, PowerPoint, and Excel.