This is a contract (1099) hourly engagement that starts part-time with hands-on accounting work — AP, AR, reconciliations, and day-to-day bookkeeping across our client base.
Your job is to own the client relationship, ensure quality, and jump in wherever needed to make sure the work gets done right.
As your client book grows, you shift into an ownership role — managing the client relationship, overseeing the offshore team's output on your accounts, and jumping in hands-on wherever needed to ensure quality and timeliness.
Process accounts payable and accounts receivable
Perform bank and account reconciliations
Assist with monthly close processes
Maintain accurate records across multiple client accounts in cloud-based platforms
Review work produced by the offshore team for accuracy and completeness
Document issues and flag discrepancies
Get to know client needs, preferences, and pain points
Own client relationships as the primary point of contact, maintaining regular communication and addressing inquiries and concerns
Meet with clients monthly and quarterly to review and present financials
Collaborate with clients to understand their business needs, financial goals, and challenges, and provide strategic advice accordingly
Oversee and QA the offshore team's work across your client accounts including AP, AR, reconciliations, close processes, and reporting
Jump in and do the work yourself when gaps arise, deadlines are tight, or quality needs to be elevated
Manage all aspects of the accounting cycle including billing, financial statements, general ledger, payroll, budgeting, revenue recognition, and special analyses
Assist with defining, benchmarking, and implementing operational best practices
Maintain documented systems of accounting policies and operations
Manage client engagements, ensuring quality and timely delivery of services
Provide direction and feedback to offshore team members supporting your clients
Identify workflow improvements and help refine processes between the US and offshore teams
Requirements
Bachelor's degree in Accounting, Finance, or related field (Master's degree, CMA, or CPA certification preferred).
6-8 years of progressive experience in accounting or finance roles, with demonstrated leadership and supervisory experience.
Advanced Proficiency in Excel to organize and interpret data, including formulas
Ability to work in fast paced environment and meet critical deadlines
Self-starter with the ability to work both independently and on a team
Flexible regarding peak-time work requirements
Ability to work well with individuals at all levels
Previous experience as an accountant, controller, accounting supervisor, or manager