BNA CPAs & Advisors ยท 1 month ago
CAAS Advisor / Senior Account Manager
United States
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $110K/yr
3+ years expBNA CPAs & Advisors is a trusted leader with over 45 years of expertise in accounting and wealth management. They are seeking a highly motivated and experienced CAAS Advisor Account Manager to oversee outsourced accounting services and provide strategic financial insights to clients.
AccountingConsultingFinanceFinancial Services
Responsibilities
Client relationship management: Build and maintain strong, long-term relationships with assigned clients, understanding their business needs and goals
Financial oversight: Manage and review the ongoing financial operations for clients, including month-end and year-end closing procedures
Advisory services: Deliver high-level advisory and consulting services, including financial analysis, budgeting, forecasting, and special projects like cost studies and breakeven analysis
KPI tracking: Monitor and analyze key performance indicators (KPIs) and other metrics to provide clients with valuable, data-driven insights into their financial health
Reporting: Prepare and present financial statements and custom reports to clients, clearly communicating their financial position and strategic implications
Team leadership: Supervise and mentor junior accounting staff, guiding them in their day-to-day activities and professional development
Issue resolution: Identify and troubleshoot accounting inconsistencies and variances. Serve as a liaison to address client inquiries and resolve issues promptly
Business development: Identify opportunities to upsell or cross-sell additional services to existing clients and participate in new business development activities
Qualification
Required
3+ years of experience in public or private accounting, preferably in a client-facing or advisory role
Proven experience in managing client relationships and driving account growth
Advanced knowledge of accounting principles and financial reporting
Proficiency with accounting software, particularly XERO and QuickBooks Online (QBO)
Experience with advanced reporting, budgeting, and forecasting tools
Strong project management, time management, and organizational skills
Exceptional attention to detail
Excellent communication and interpersonal skills, with the ability to present complex financial information clearly
Experience leading and mentoring team members
Preferred
Bachelor's degree in Accounting, Finance, or a related field in a plus
CPA designation is a plus
Benefits
Comprehensive benefits package (medical, life, disability)
401(k) with company match
Flexible time off and paid holidays
Opportunities for professional development
Flexible work environment, with potential for remote options
Company
BNA CPAs & Advisors
๐ช๐ฒ๐น๐ฐ๐ผ๐บ๐ฒ ๐๐ผ ๐๐ก๐ โ ๐ฌ๐ผ๐๐ฟ ๐ฃ๐ฟ๐ฒ๐บ๐ถ๐ฒ๐ฟ ๐๐ฃ๐ ๐ฎ๐ป๐ฑ ๐ช๐ฒ๐ฎ๐น๐๐ต ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ ๐ฃ๐ฎ๐ฟ๐๐ป๐ฒ๐ฟ ๐๐ข๐๐ง๐ฉ๐๐ง ๐๐๐ฃ๐๐ฃ๐๐๐จ, ๐๐๐จ๐ฉ๐๐ง๐๐ฃ๐ ๐๐๐๐ก๐ฉ๐ ๐๐๐ฃ๐๐๐๐ข๐๐ฃ๐ฉ โ With over 45 years of CPA expertise leading the way and integrated Wealth Management services, BNA stands as a beacon of trusted and innovative financial solutions, expertly combining tax strategy with wealth planning for optimal efficiency and growth.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Lorin Hamilton
Chief Operating Officer
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