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
Minimum 1 year of experience guiding or supervising junior team members (formally or informally), demonstrating readiness for a manager-level role.
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 platforms, including QuickBooks, QuickBooks Online, NetSuite, Microsoft Dynamics 365 / Business Central, with the ability to quickly adapt between systems.
Proficiency in MS Office, including Word, Excel, PowerPoint and Outlook