Overview
This role involves owning client relationships and accounting delivery for an operator-owned accounting firm location within a franchise network. You will serve as the primary client point of contact, direct an analyst team’s work, and drive process improvement using established technology, processes, and infrastructure.
Responsibilities
- Serve as the operational lead for accounting delivery and partner with the Firm Principal/Franchise Owner to ensure client needs are met
- Oversee accounting operations for multiple clients
- Direct and review the analyst team’s work across:
- A/P
- A/R
- Payroll
- Bank reconciliations
- Adjusting journal entries
- Own day-to-day client communication, providing expert guidance and resolving accounting questions
- Prepare and review general ledger entries and supporting documentation
- Perform, analyze, and review balance sheet reconciliations
- Problem-solve with a technology-first mindset
- Proactively identify opportunities for automation, delegation, and process improvement; flag strategic items to the Firm Principal/Franchise Owner
- Research and resolve questions related to general ledger items, escalating client-relationship matters to the Firm Principal/Franchise Owner as needed
- Ensure all daily, weekly, and monthly deadlines are met
Qualifications
- Minimum of 5+ years of public accounting or full-cycle accounting experience
- Minimum of 2+ years of client relationship management experience
- Minimum of 2+ years of QuickBooks Online (QBO) experience required
- Experience with cloud accounting tools like Bill.com, Ramp, etc. is a plus
- Prior experience working with multiple clients
- Ability to communicate with clients and team members clearly and effectively
- Strong analytical skills
- Demonstrated problem-solving ability
- Interest in working with the latest technology
- Comfortable challenging processes and improving how work is done
Interview Process
- 30-minute interview with one recruiter
- Take-home technical accounting assessment
- 45-minute interview with a director
- 45-minute interview with team members
- Final 45-minute interview with the COO
Compensation & Benefits
- Competitive salary
- 401K retirement savings plan
- Health, dental, and vision insurance
- Flexibility to travel and work anywhere that suits you best
Location
This role may be assigned to corporate and deployed to a franchisee, or work directly with a franchisee, depending on business needs.