Who You AreYou are a seasoned
Accounting Manager with a strong finance background and a passion for business operations. You'll partner with clients across diverse industries, delivering in-depth financial analysis and strategic guidance. You're a solutions-driven professional who thrives on solving problems and creating exceptional client experiences. With proven leadership skills, you enjoy guiding teams and excel at operating independently in fast-paced environments.
What You'll DoClient Services- Partner with clients across diverse industries to deliver high-quality service
- Build and manage long-term client relationships
- Provide guidance on financial planning, budgeting, forecasting, and cash flow management
- Conduct presentations clearly and professionally to and on behalf of clients
- Support day-to-day client business decision-making with data-driven insights
- Lead monthly or bi-monthly client presentations on business performance
- Oversee new client onboarding
Accounting- Manage client accounts, relationships, and expectations, including developing financial models and analysis
- Oversee accounting processes and provide evaluation and guidance
- Review and refine processes to drive continuous improvement
- Develop and document accounting policies and procedures
- Ensure compliance with federal, state, and local requirements; advise leadership on necessary actions
- Lead annual financial, tax and insurance audits
- Support clients through audit and tax preparation cycles
- Prepare and deliver financial statements to clients and senior management
- Track and report financial data, providing clear insights and recommendations
- Create ad hoc analyses and reports to identify trends and business opportunities
Management- Lead the monthly close process and finalize financial statements
- Build, train, and mentor a growing team of accountants and managers
- Serve as a resource and advisor for team members and leadership
What You Bring - Strong background in operational/managerial accounting and finance
- Hands-on experience overseeing full-cycle accounting for growth-stage or middle-market companies
- Strong knowledge of US GAAP
- Familiarity with GAAP revenue recognition and diverse revenue models
- Undergraduate degree in Accounting or Finance
- Proven track record of presenting financial insights to CEOs, CFOs, and executives
- Experience collaborating across departments to develop processes and deliver actionable financial data
- Leadership experience managing teams through ongoing accounting functions and month-end close
- Proficiency in preparing financial statements, handling intercompany transactions, and consolidations
- Skilled in General Ledger software (QuickBooks, NetSuite, Sage, SAP) and related tools (Bill.com, Shopify, Carta, etc.)
- Strong payroll and HR/payroll knowledge, including PEO experience
- Familiarity with tax compliance, sales tax requirements, and related tools
- Advanced Excel skills
Location- 3 days in-office (home address commutable to office) AND 2 days remote
Current Benefits- Flexible Workplace Program (Hybrid)
- Generous Paid Time Off and Holiday pay
- Health Insurance
- 401(k) Match
- Paid Parental/Family Leave
- Commuter Benefits
