AMLB · 3 months ago
Manager, Cloud Finance Services
United States
Full-time
Remote
Senior Level
CAD$126K/yr - CAD$126K/yr
5+ years expAMLB is a progressive virtual CFO business that enables clients and team members to reach their potential. The Manager, Cloud Finance Services will lead a team of cloud finance professionals, ensuring high-quality service delivery and leveraging innovative technology to enhance processes.
AccountingBookkeeping and PayrollComplianceFinanceFinancial ServicesTax Preparation
Responsibilities
Manage a remote team of finance professionals (up to 7 Bookkeeping Specialists and Cloud Accountants), including participating in recruitment, interviewing, onboarding, and performance management
Ensure successful client service delivery for a growing portfolio of growth-oriented clients in a wide range of industries across Canada, ensuring timely and high-quality execution of recurring deliverables such as monthly/quarterly management reports, sales invoicing, vendor payments, payroll coordination, and HST filings
Review year-end trial balances, supporting working papers and financial statements before handing it off to AMLB's Tax team, who finalize financial statements and prepare corporate and personal tax returns
Monitor and elevate the quality and timeliness of client communication, identify potential gaps, and coach team members on service excellence. You’ll also proactively flag any indications of scope expansion to the Director for pricing review
Stay abreast of regulatory and technical accounting standard changes, such as CSRS 4200 and CSQM, and update AMLB's client service standards and processes to address any changes, as well as proactively monitor compliance with these standards
Resolve payroll-related issues by liaising with AMLB’s dedicated Payroll Lead and clients as needed. While payroll execution is out of scope for this role, ensuring satisfactory resolution of issues remains within your responsibility
Support and participate in client advisory work, including leading ad hoc financial projects, particularly when operational or financial challenges arise for clients that are outside the current service scope
Partner with AMLB’s Tech & Operations Specialist to identify, recommend, and help implement process improvements in client service workflows, internal documentation, and standard operating procedures (SOPs)
Champion AI adoption within the team, with access to tools like ChatGPT Plus and support for ongoing AI learning. You’ll be encouraged to test and apply AI solutions that improve internal efficiency and elevate client service delivery
Deliver training and mentoring to your team on both technical and non-technical topics to enhance performance, drive consistency, and encourage continuous learning
Qualification
Required
At least 5 years of experience in a multi-client accounting environment, ideally within a cloud accounting business or virtual CFO practice
Direct experience managing bookkeeping and accounting teams who support multiple clients simultaneously
Proven ability to lead and mentor remote teams of accounting professionals, including hiring, onboarding, performance coaching, and delivering technical and soft-skills training
Demonstrated ability to manage multiple client relationships concurrently, focusing on communication quality, deliverable oversight, and service consistency
Strong familiarity with cloud-based accounting tools and platforms (e.g., QuickBooks Online, Xero, Dext, WagePoint)
Excellent written and verbal communication skills with the ability to simplify complex financial and operational concepts
A recognized accounting designation (CPA preferred) or equivalent experience
A bachelor's degree in accounting, finance, or a related field
Self-motivated, disciplined, and resilient—comfortable operating autonomously while also contributing to a highly collaborative leadership team
Preferred
Exposure to client advisory work is a strong asset
Prior exposure to payroll oversight or coordination is a plus, though execution is not required
Curious and future-forward, with a desire to explore how tools like ChatGPT can enhance service delivery, internal workflows, and client outcomes
Benefits
A comprehensive, cost-shared benefits package that includes long-term disability and critical illness coverage
A cell phone allowance
A new laptop
$500 contribution towards your home office set-up to make your workspace more comfortable
Flexible hours
Half-days on Fridays in August
Performance bonus
Company
AMLB
AMLB provides cloud bookkeeping, tax, payroll, CFO advisory, and financial planning with solutions.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Ally Ladha
Founder
Moez Bawania
Founder
Company data provided by crunchbase