Job Description
Description
This entails leading a team of 10 in delivering accounting, bookkeeping, monthly reporting, and audit readiness across a multi-client portfolio. This firm offers a great culture-employee-friendly with superior compensation, bonus and benefit packages, career growth, and mobility (remote work option available) Duties:
- Partner with other firm leaders to design, document, and own firm-wide standards and workflows for client Accounts Payable, Accounts Receivable and other aspects of the general ledger
- Serve as reviewer and approver of monthly financial statements prior to client distribution
- Produce investor-ready, GAAP-basis financial statement packages with consistent presentation, comparative periods, and supporting detail
- Own the quality program for accounting operations
- Lead assigned client relationships end to end- scoping, pricing input, and onboarding, negotiate scope changes, resolve escalations with client leadership, and identify expansion opportunities in the existing base
- Manage engagement budgets, realization, and utilization; correct margin erosion and under-scoped clients; Partner with firm leadership on pricing, staffing, and investment decisions
- Lead responsible adoption of AI-enabled tools across close, reconciliation, and reporting
Requirements
- Bachelor’s degree in Accounting
- CPA (or active candidate) preferred
- 10+ years of progressive accounting experience in a consulting and advisory firm, including 5+ years leading teams (experience managing supervisors or managers strongly preferred); multi-client or outsourced accounting experience required
- Strong working knowledge of AP, AR, prepaids, accruals, and period-end close processes
- Demonstrated ownership of engagement budgets, staffing plans, and client escalations
- Experience reviewing monthly financial statements and supporting reconciliations
- Strong communication skills
- Familiarity with audit preparation and requests, PBC list management, and auditor interaction a plus
- Strategic thinking & practice leadership
- Deadline discipline & organizational follow-through
- Accuracy with a focus on continuous learning
- Process orientation & documentation discipline
- Advanced proficiency across Excel, Keeper, NetSuite, QuickBooks, Xero, Datarails, and Bill.com
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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