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
- Amenable to work 3:00 PM - 12:00 Midnight PH Time.
- 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

