This role supports the Accounting Services team by coordinating day-to-day client accounting work and ensuring timely, accurate, and insightful financial deliverables. You will partner closely with bookkeepers, controllers, tax, and audit & assurance (A&A) teams, serving as a key point of contact for clients.
Serve as a key point of contact for clients, coordinating collection of financial data and supporting documentation
Collaborate with the PAS Controller to assess and implement client reporting requirements in accordance with service agreements
Support client onboarding activities to ensure timely and accurate setup of accounting processes and deliverables
Review financial statements and supporting workpapers for accuracy, completeness, and adherence to accounting standards
Support timely completion of monthly, quarterly, and annual close processes according to established deadlines
Partner with the PAS Controller to enhance financial reporting packages and deliverables
Supervise and provide day-to-day oversight of 2–4 bookkeepers
Train, mentor, and develop team members to drive continuous improvement in performance and technical skills
Proactively manage projects and guide team execution
Develop, document, and maintain standardized and client-specific accounting processes and workflows
Create and refine financial reporting templates based on client requirements and service agreements
Identify process improvement opportunities and help drive implementation in collaboration with leadership
Provide support to internal teams and external clients related to accounting systems and software utilization
Troubleshoot system and process issues to ensure effective resolution and improved efficiency