Responsibilities:
- Day-to-day management of financial reporting accuracy and on-time processing of client information
- Review of G/L for coding accuracy, completeness of file and overall accuracy
- Delivery of Management Reporting Package each month to client leadership
- Frequent client meetings relating to on-going work, special projects, and financial results
- Communication of tax reporting needs with tax professionals
- Delivery of advisory services specific to the needs of emerging or high-growth businesses
- Business development through community and professional organizational involvement
- Managing a team of Senior and Staff Accountants
- Project management of multiple client engagements
Key Success Factors:
- Proven ability to manage, train and motivate a team
- Superior ability to prioritize and focus in a high-paced, multi-tasking environment
- Ability to quickly learn and use new technology software applications
- Pro-active and personable communication skills with clients and internal / external referral sources
- Exceptional problem solving, process improvement and client service skills
- Desire to make a difference for our clients and development of team members
Education/Experience:
- Bachelor’s or master’s degree in accounting or related field
- Minimum 5+ years of experience in outsourced accounting, managing multiple clients in the USA
- Public accounting experience a plus
- One of the following certifications is required: CPA, CMA, CGMA, CA
- Exceptional interpersonal, communication and relationship building skills
- Happy in a fast-paced environment handling the demands of multiple clients
- Experience with QuickBooks Online, Sage, NetSuite, Bill, Excel (intermediate), other similar software strongly preferred
- Travel up to 15% may be required
