Job Description

Position Responsibilities

Prepare client financial statements 
Maintain & review General Ledger, AP, AR 
Prepare client month-end close for enterprise clients 
Review month end financials prepared by team members 
Communicate and build relationships with clients  
Provide leadership, coaching, and development to team of direct reports 
Manage system approvals for required business applications 
Participate in onboarding/offboarding of team members (interviewing, hiring, selection, replacement requests, etc.)  
Delegate tasks to team members and ensure client assignments are appropriately distributed and balanced across the team 
Conduct monthly internal training for the team (soft/technical skills) 
Conduct performance evaluations at set frequencies and deliver feedback regularly to ensure the success of the team members 
Participate in meetings (attending and facilitating) with managers, peers, and others 
Review existing processes and identify opportunities for improvement 
Create new processes to streamline tasks and maximize team member efficiency

Qualiications

• Experience with Factura.ai is highly preferred
• Licensed CPA is an advantage
• Proficiency in Sage Intacct and advanced Microsoft Excel skills is highly desirable
• Strong foundation in accounting; a Bachelor’s degree in Accounting or Finance is required
• At least 5–7 years of US accounting experience
• Prior experience in a managerial role (minimum of 3 years) is highly preferred
• Proven track record in managing multiple clients simultaneously
• Highly independent, resourceful, and self-driven, while also being a collaborative team player
• Strong analytical and critical thinking skills, with the ability to understand the bigger picture and how financial elements interconnect within a client’s business
• Excellent communication skills, with the ability to thrive in a remote team environment
• Demonstrated ability to adapt and learn quickly in a fast-paced setting
• Strong organizational skills and attention to detail, with the ability to effectively manage multiple priorities
• Proactive and self-motivated, capable of working with minimal supervision
• A critical thinker who challenges the status quo and goes beyond simply following instructions
• High level of emotional intelligence and maturity, with the ability to manage shifting priorities efficiently and effectively