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
Qualifications:
- Amenable to work midshift - 3:00 PM - 12:00 MN PH Time
Bachelor's degree in accounting or finance.
A licensed CPA is an advantage
Solid experience with QBO is required. Experience in Xero, NetSuite, or other accounting platforms is an advantage
Strong accounting skills
Minimum of 5-7 years of US Accounting Experience
Demonstrated experience in managing multiple clients
Experience handling a variety of industries, including SaaS & Technology
Must be an independent, resourceful, self-starter; and also a team player
Strong analytical skills - see the big picture, how things relate and affect one another, within the client's books, as well as business
Excellent communication skills and the ability to work, in a remote team organization
Ability to learn in a fast-paced environment
High degree of organizational skills and attention to detail, with the ability to multi-task
Pro-active attitude; highly self-motivated and able to work without constant oversight

