Accounting Manager/ Outsourced Controller

 

MANAGER POSITION SUMMARY:
This role is on our CFO Services practice line. The CFO Services Manager is responsible for overseeing multiple client engagements and managing a team of Seniors and Accountants. The client service aspect will focus on outsourced accounting and interim Controller roles. The Manager will also be responsible for coaching and mentoring staff, managing client relationships and networking/ practice development. This role reports to the Senior Manager and Shareholder.

MANAGER ESSENTIAL JOB FUNCTIONS:
Provides high-quality, value add CFO Services to clients
Manages client expectations to provide exceptional service to a book of business
Manages multiple ongoing engagements to meet client deadlines, schedule staff and ensure staff time is properly utilized.
Builds and maintains relationships with key client contacts
Looks for opportunities to create value, reduce costs and maximize efficiencies for clients
Reviews work of seniors and accountants for accuracy of accounting and financial reporting
Mentors and coaches Seniors and Accountants
Assists with Firm administrative tasks for CFO Services as needed (e.g.scheduling, sales pipelining, performance reviews, billing, etc.)
Becomes an expert in QuickBooks Online and other ERP systems clients utilize. Operates in client systems and performs detailed transactions and analyses as needed.
Assists with hiring, developing, and managing CFO Services team-members as assigned
Meets annual budgeted billable hours
Cultivates new business for the Firm and identifies additional services to provide to current clients of the Firm
Cross-sells and identifies additional services to provide to current clients of the Firm
Participates in Firm committees and activities
Promotes the Firm positively in the community and through professional organizations involvement

Performs other duties as assigned

MANAGER QUALIFICATIONS:
 Bachelors degree in accounting or finance; Masters degree or continuing coursework is preferred
 CPA or relevant certification preferred
 2+ years of managerial or direct supervisory experience
 Advanced computer literacy, including proficient use of all Microsoft Office products
 Valid Drivers license and transportation to client sites up to 1 hour from the home office location
Proven ability to work individually and collaboratively within a team setting
 The desire to have fun with your work and to contribute to our unique company culture
Process oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
5+ years of qualified work experience based in public accounting preferred
 

• Medical, Dental, and Vision Insurance: Coverage starts on day one to ensure you and your family's health needs are taken care of.
• 401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.
• Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences.
• Lifestyle Spending Account: Receive a lifestyle spending account to use for wellness, fitness, or other personal expenses, enhancing your overall well-being.
• Flexible Time Off: Take advantage of flexible time off to recharge and maintain a healthy work-life balance.
• Holiday Pay: Celebrate holidays with paid time off, allowing you to relax and spend quality time with loved ones.
• Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities.
• Training and CPE Credits: Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field.
• Pet Insurance: We care about your furry family members too! Get peace of mind knowing your pets are covered for unexpected vet bills.