Proven · 3 weeks ago
Accounting Manager - Client Lead
United States
Full-time
Remote
Senior Level
6+ years expProven 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 maintain client relationships while managing a team of accountants and bookkeepers.
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
Required
Bachelor's degree in Accounting, Finance, or related field
6-8 years of progressive experience in accounting or finance roles, with demonstrated leadership and supervisory experience
Advanced Proficiency in Excel to organize and interpret data, including formulas
Ability to work in fast paced environment and meet critical deadlines
Self-starter with the ability to work both independently and on a team
Flexible regarding peak-time work requirements
Ability to work well with individuals at all levels
Previous experience as an accountant, controller, accounting supervisor, or manager
Must have legal right to work in US
Experience in Full Accounting Cycle
Experience with Xero and Quick Books Online
Preferred
Master's degree, CMA, or CPA certification
Benefits
Work remote from anywhere
We work hard and expect you to have a life too. We value both time off and time at the office
We are a Macbooks shop
Monthly Team Lunches
Quarterly Awards
Unlimited Books
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Unlimited Paid Time Off (Vacation, Sick & Public Holidays)
Training & Development
Company
Proven
Proven delivers the executive leadership and operational infrastructure growing businesses need to scale—without the cost of full-time hires.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Adam Lewis
CFO Partner
Dave Willson
Founder, CFO
Company data provided by crunchbase