Outsourced Accounting Solutions Manager

CBIZ, Inc.

$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 5 years in public accounting experience
  • 3 years of supervisory experience
  • Master's degree in Accounting, Taxation, or related field preferred
  • Active CPA or equivalent certification preferred
  • Strong communication skills at all organizational levels
  • Proficiency in Microsoft Excel and other Microsoft Office applications

Responsibilities

  • Develop and maintain client relationships to address their accounting needs
  • Monitor financial performance of clients and report findings
  • Compile, analyze, and present financial reporting packages
  • Prepare and manage monthly and annual budgets
  • Establish and oversee financial controls per company procedures
  • Communicate financial metrics effectively to senior management
  • Lead and support accounts receivable and payable teams

Benefits

  • Hybrid work schedule available
  • Opportunity for professional development and training
  • Supportive team environment
  • Access to a network of industry professionals
  • Potential for travel to client sites
Full Job Description
Job Description

#LI-BL1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

  • Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs
  • Monitor the financial performance of Clients
  • Compile and analyze financial reporting packages
  • Prepare monthly and annual operating budgets
  • Develop and manage financial controls in accordance with the company's procedures
  • Communicate financial metrics to senior management
  • Provide leadership and support to accounts receivable and accounts payable departments
  • Review relevant work papers and account reconciliations, including payrolls processed
  • Review monthly financial statements, including cash flow statements
  • Research complex accounting transactions and document conclusions
  • Supervise, mentor, and train team members
  • Network with industry professionals to generate new engagements
  • Travel to local client sites as needed


Preferred Qualifications

  • Master's degree in Accounting, Taxation or related field
  • Active CPA or equivalent certification
  • Proficient in Microsoft Excel and other Microsoft Office applications


Qualifications

Minimum Qualifications

  • Bachelor's degree
  • 5 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology

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