Key skills
BudgetingCommunicationTime Management
About this role
Role Overview
- Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services
- Provide technical expertise for US GAAP requirements
- Participate in the development and maintenance of accounting systems to facilitate efficient operation and financial management of clients across various industries
- Perform detailed reviews of periodic client-use only and compiled financial statements and supporting schedules
- Liaison on behalf of the client with external auditors and internal decision makers
- Foster proactive working relationships with clients and cross-functional departments to ensure timely and accurate receipt of information required for financial reporting
- Support business development efforts by participating in prospect meetings, calculating pricing, and drafting engagement letters
- Guide and support the onboarding of new clients including client and staff training, allocation of resources and client work assignments.
- Drive staff consultant and senior consultant career and skills development by actively engaging with them as their Performance Coach
Requirements
- Bachelor’s degree in Accounting/Finance or related field required or equivalent experience
- Minimum 5 years’ experience in all facets of accounting and finance including GL, AP, AR, PR, budgeting/forecasting and reconciliations
- Demonstrated success supporting professional services clients in an outsourced or consulting capacity
- Strong analytical and accounting skills
- Excellent verbal and written communication skills. Proficient at understanding and analyzing complex operating agreements.
- Ability to set priorities and with excellent time management skills; enjoy working independently with clear deadlines and deliverables
- Well versed and certified in multiple accounting software including QuickBooks, QuickBooks Online, Xero or Intacct; able to shift from one to another
- Proficiency in MS Office, including Word, Excel, PowerPoint and Outlook
- Experience setting up and implementing systems and procedures
- CPA or CMA license
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays