Chaney & Associates · 5 months ago
Account Manager - Serving Churches
Roseville, CA
Full-time
Onsite
Mid Level
$65K/yr - $80K/yrChaney & Associates empowers churches to manage their resources through cloud-based accounting and business consulting services. The Account Manager will provide leadership in financial management, supervise bookkeeping tasks, and ensure exceptional client service while fostering long-term relationships.
AccountingConsultingFinancial Services
Responsibilities
Provide leadership and guidance to both staff and clients to ensure the client has confidence and clarity in their financial position and decision-making
Supervise staff in performing full-charge bookkeeping tasks, including bank reconciliation, accounts payable (A/P), payroll, and other accounting functions
Oversee the tracking system for weekly/monthly tasks for assigned clients to ensure timely completion
Provide regular feedback and training to staff to improve performance and efficiency in accounting tasks
Ensure adherence to company standards and implementation of best practices in accounting processes
Review and approve financial reports, ensuring accuracy and timely publication
Identify and address any discrepancies in financial data, providing solutions where necessary
Provide exceptional customer service by addressing client needs and inquiries in a timely, professional manner
Regularly review and explain financial reports to clients, ensuring clarity and understanding of key metrics and trends
Advise clients on areas of improvement within their financial processes and internal controls, recommending best practices to enhance efficiency
Offer insights on streamlining financial workflows and improving accuracy in reporting and documentation
Assist clients in identifying and resolving discrepancies, providing practical solutions to maintain financial health
Foster long-term relationships with clients through consistent follow-up and ongoing support, ensuring satisfaction with services provided
Educate clients on financial best practices, regulatory changes, and industry trends to help them stay informed and compliant
Qualification
Required
Bachelor's degree in Business, Finance, or Accounting preferred, or equivalent relevant experience
Strong grasp of accounting principles
Proficiency in cloud-based technologies
Comfortable working with churches
Ability to work additional hours as needed
Capable of managing multiple clients with varying deadlines
Organizational skills, attention to detail, and ability to consistently produce a high volume of work while meeting deadlines
Ability to follow processes, think critically, work independently, and prioritize tasks
Desire to grow with the firm and take on additional responsibilities
Strong leadership skills, be adept at managing both accounting tasks and client relationships, and demonstrate a commitment to excellence and continuous improvement
Benefits
Comprehensive health, vision, dental, and life insurance coverage.
Company-sponsored 401k with a 4% matching contribution.
Generous PTO policy including 3 full weeks and holidays.
Company
Chaney & Associates
Chaney & Associates provides business management consultation, accounting, payroll, financial and tax services.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase