Manager, Client Accounting Services, Small Business
Core
Manage outsourced client accounting operations for small businesses, preparing financial reports and providing business advisory insights.
Role type
Manager, Client Accounting Services
Builds
Periodic financial reports, benchmarking, and process improvement recommendations for client companies
Domain
Accounting / Small Business Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
GAAP, financial reporting, process improvement, team coaching, workflow management, Sage Intacct, NetSuite, QuickBooks Online
Preferred skills
CPA, MBA, public accounting experience, professional services/consulting experience
Technologies
Sage Intacct, NetSuite, QuickBooks Online, MS Office
Responsibilities
Oversee and provide exceptional service to clients including accounting and advisory services; Manage production of monthly, quarterly, and financial reports and benchmarking; Provide recommendations for business and process improvements; Work with other managers to ensure workflows are efficient and streamlined; Coach, train, and mentor staff on client service, tax, and accounting matters; Oversight and management of current client engagement team
Seniority
Manager, hands-on leadership