Key skills
LeadershipStrategic PlanningMentoringTeam LeadershipCommunicationCollaboration
About this role
Role Overview
- Lead and oversee delivery teams, providing mentorship and guidance to accountants
- Own and nurture client relationships, ensuring delivery of value-based services
- Design and implement strategic solutions; this role requires both hands-on expertise and strategic planning abilities
- Develop and maintain efficient systems and processes for financial operations
- Contribute to company goals through proactive client management and team development
- Provide strategic insights and recommendations to drive client success
- Lead month-end closing meetings with clients and internal teams to present financials
- Oversee preparation and review of monthly financial statements and key reports
- Analyze budget variances and communicate significant issues and opportunities
- Prepare cash flow forecasting and strategic recommendations
- Serve as proactive liaison with client's professional advisors (CPAs, bankers, attorneys)
- Oversee and mentor accountants on your delivery teams
- Review and ensure accuracy of all key financial processes: Balance sheet reconciliations, AP/AR processes, Cash management, Month-end closing entries, Payroll integration
- Implement and maintain robust internal controls
- Ensure consistent high-quality service delivery across all clients
- Meet or exceed billable hours goals while maintaining service excellence
- Complete all internal deliverables (time tracking, capacity planning, quarterly initiatives)
- Actively participate in All In One Accounting’s Brand Ambassador program, representing our mission and values
- Represent All In One Accounting professionally while fostering team collaboration
- Maintain highest standards of security compliance and asset protection
- Contribute to process improvements and best practices
Requirements
- Bachelor's degree in accounting, finance, or business administration, or equivalent experience
- 7+ years of progressive nonprofit accounting experience, including team leadership
- Proven success in managing multiple client relationships in a consulting environment
- Strong mentoring and team development abilities
- Excellence in financial analysis and strategic planning
- Outstanding communication skills with both financial and non-financial stakeholders
- Demonstrated ability to manage competing priorities while maintaining quality
- Advanced technical skills with various accounting platforms
Benefits
- Comprehensive benefits package including: Medical, dental, and vision insurance
- 401K
- Life insurance
- Long and short-term disability
- HSA, FSA, and dependent care options
- Professional development opportunities
- Annual Bonus: Up to 10% of salary