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Proven · 1 month ago

Accounting Manager - Client Lead

United States

Full-time

Remote

Senior Level

Proven is a forward-thinking accounting firm dedicated to providing next-level financial solutions. The Accounting Manager - Client Lead will oversee financial operations, streamline processes using technology, and manage key client relationships while mentoring the accounting team.

Management Consulting

Responsibilities

Meet with clients monthly and quarterly for reviews and present financials

Compile and analyze financial information to prepare entries to accounts for client organizations

Assist with defining, benchmarking, and implementing operational best practices

Understand all aspects of accounting cycle for client work; billing, financial statements, general ledger, payroll, accounts payable, accounts receivable, inventory, budgeting, revenue recognition, and other various special analyses

Maintain documented system of accounting policies and operations

Help Prepare and review daily, weekly, monthly financial statements for client organizations

Help manage the monthly close process for client organizations

Assist with management of accounting, auditing, and budgeting for client organizations

Resolve accounting discrepancies and maintain the integrity of the information

Work in a multitude of software packages to facilitate billing, invoicing, inventory, reporting, forecasting, etc

Serve as the primary point of contact for key client relationships, maintaining regular communication and addressing client inquiries and concerns

Collaborate with clients to understand their business needs, financial goals, and challenges, and provide strategic advice and guidance accordingly

Manage client engagements, ensuring quality and timely delivery of services, and identifying opportunities for additional value-added services

Provide leadership, guidance, and direction to the accounting team, ensuring clarity of roles, responsibilities, and expectations

Mentor and coach team members, fostering their professional development and growth

Conduct regular performance evaluations, provide feedback, and address performance issues as needed

Qualification

Accounting cycle knowledgeFinancial analysisClient relationship managementCloud-based softwareTeam leadershipMultitaskingCommunication skillsMentoring

Required

Experience in accounting and financial management

Strong understanding of the accounting cycle including billing, financial statements, general ledger, payroll, accounts payable, accounts receivable, inventory, budgeting, and revenue recognition

Ability to compile and analyze financial information

Experience with cloud-based software technologies

Excellent multitasking skills

Strong communication skills to serve as the primary point of contact for key client relationships

Ability to manage client engagements and ensure quality and timely delivery of services

Leadership skills to provide guidance and direction to the accounting team

Experience in mentoring and coaching team members

Ability to conduct performance evaluations and provide feedback