The Client Accounting Advisory (CAA) Manager will develop a new service offering. The CAA Manager will motivate, teach, and direct a team providing high-level advisory and accounting services with the goal of providing consistent, high-value services for certain nonprofit clients. The CAA Manager is responsible for providing support, oversight, training and advice to clients and the assigned Chazin team.
Responsibilities of the CAA Manager:Business Development:- Develop external relationships with appropriate contacts, e.g., auditors, vendors, and bankers to promote awareness of Chazin & Company and our full range of services.
- Develop business relationships with these contacts to specifically market CAAS services
- Assist in the development of marketing efforts for CAAS
- Participate in teaching/webinars and speaking engagements to support the development of the service line.
- Educate the client services team in CAAS offerings and support existing clients in providing specialized services beyond ongoing services engagements
- Manage a portfolio of clients, with respect, professionalism, and responsiveness
Client Consulting Responsibilities:- Provide accounting assessment services to new clients, including final written reports and leadership presentations.
- Provide CFO-level services to nonprofit clients including budget preparation, cash flow analysis, program level analysis, developing financial dashboards
- Present certain financial information to client Boards and/or Committees
- Manage the client audit process -scheduling with auditors and client; assisting/training accountants as required; establishing and enforcing deadlines; reviewing client assistance
- Train clients on interpretation of financial data
- Keep abreast of changes in financial regulations and communicating said changes to team
Management Responsibilities:- Direct, coach, mentor, and review the work of a team
- Communicate regularly with clients and Executive Management relating to team performance
- Conduct performance reviews
- Implement and manage all CAAS-related activity (in conjunction with Executive Management, to include policies, procedures, etc.)
- Respond to client service concerns/issues
- Manage team billable hours to maximize utilization and efficiency
- Communicate regularly with accounting staff in team meetings, one-on-one meetings and informal check-ins
- Participate in all weekly leadership calls, quarterly all staff meetings and annual management retreats
- Communicate regularly with Executive Management regarding clients and staff
Qualifications of the CAA Manager:- A Bachelor's degree in Accounting
- A minimum of eight years of broad-based accounting experience
- A minimum of five years of nonprofit accounting experience
- A minimum of three years of experience leading and managing a team
- Experience advising leadership-level contributors
- Two or more years of nonprofit audit experience is preferred
- Active CPA is preferred
- Extensive knowledge of GAAP
- Ability to thrive in a virtual team-oriented environment
- Excellent organizational, problem-solving, project management, and communication skills
- Advanced knowledge of Microsoft Office, Excel, and multiple data management and analysis tools
- Successful history of remote work and management of remote staff
Benefits:Chazin & Company offers competitive salary and benefits: 401(k) matching, medical/dental plan and PTO. We are a company committed to quality work, quality people and giving back to the community.
