Overview
The organization is seeking an Accounting Manager to oversee client financial reporting, strengthen accounting principles and internal controls, and manage a team of accounting specialists within its Outsourced Accounting & Advisory Services function.
This role supports small to mid-sized organizations, including for-profit and non-profit clients, and involves managing multiple client engagements at once (up to 7–12 clients).
Responsibilities
- Serve as the primary point of contact for assigned clients and build/maintain strong professional relationships
- Manage client accounting projects from planning through completion, ensuring quality standards and deadlines are met
- Develop and implement accounting systems and processes tailored to client needs
- Provide financial insights and advisory services to support clients’ business decisions
- Conduct regular client meetings to discuss financial performance and strategic opportunities
- Supervise, mentor, and develop a team of accounting specialists
- Assign and review work; provide constructive feedback and guidance
- Monitor team workload and project status to ensure efficient resource allocation
- Foster a collaborative team environment focused on knowledge sharing and continuous improvement
- Participate in and present at board meetings or management meetings
- Build forecasts and budgets for small to medium clients
- Oversee purchase orders, accounts payable, and accounts receivable processes, including:
- Vendor management
- Invoice processing
- Payment approvals
- Customer invoicing
- Collections
- Strategic financial guidance
- Assist with developing standardized procedures and methodologies for clients
- Manage day-to-day accuracy of financial reporting and timely processing of client information
- Produce financial reporting packages on a monthly or quarterly basis
- Lead annual audit and tax return preparation
- Supervise, mentor, and develop a team of accounting specialists
Requirements
- Bachelor’s degree in accounting preferred or Associate’s Degree with requisite experience
- Valid driver’s license and reliable transportation required for travel to client sites
- Proficient knowledge of GAAP and financial reporting
- Strong understanding of internal controls and financial processes
- Experience with a CPA firm environment and/or outsourced accounting services
- Experience with cloud-based accounting solutions and integrated technology platforms, such as QBO, Sage Intacct, Fund Ez, Net Suite, Workday, etc.
- Comprehensive knowledge and experience in managing payroll processes
- Ability to build, revamp, or improve a month-end close process for small to medium clients
- Strong computer skills with advanced knowledge of Excel and Microsoft Products (Outlook, Teams, Planner, etc.)
- Excellent client relationship management abilities
- Strong leadership and team development capabilities
- Superior written and verbal communication skills
- Exceptional problem-solving and analytical thinking
- Ability to translate complex financial information into actionable insights
- Strong project management and organizational skills
- Detail-oriented approach with high standards for quality and accuracy
- Demonstrated engagement management skills, including the ability to manage a book of 7–12 clients with understanding of scope, timeline, and budget; identify roadblocks and meet deadlines
- Innovative thinking and an approach to enhancing controls and efficiencies
- Ability to apply the audit approach to month-end close process and financial reporting
- Ability to prepare balance sheet and income statement reconciliations to supporting documentation and/or subledger data
- Analytical capability to review general ledger for missing transactions and/or trends to ensure accuracy of financial reporting on a monthly and annual basis
- Ability to work in a standard office environment and sit at a desk for extended periods
Compensation & Benefits
- Flexible work schedule
- Excellent benefits program
- Professional education opportunities
- Competitive compensation
Location
Headquarters locations include Latham, New York and South Burlington, Vermont, with travel to client sites required.