Bookkeeping Account Manager

Overview

This role involves accurate and timely preparation of financial statements for an assigned set of clients, along with client service oversight as a primary point of contact.

Positions are available in the Denver, CO office (fully onsite during initial onboarding with potential to transition to a hybrid schedule) or remotely for candidates located in the Bethlehem, PA area (fully remote).

Responsibilities

• Ensure accurate and timely preparation of monthly and annual financial statements
• Review income statements monthly; prepare a monthly client checklist and send to clients to ensure accurate monthly data
• Review general ledger accounts monthly; make monthly accruals and adjustments
• Serve as a primary point of contact for assigned clients
• Use accounting systems to support client accounting and reporting needs, including experience with Restaurant365 (R365), Xero, and/or Sage Intacct
• Support internal and offshore accounting teams through training, coaching, direction, and review of completed work
• Support accurate chart of accounts mapping
• Identify data quality issues and errors, investigate discrepancies, and escalate as needed
• Contribute to continuous improvement activities that expand and improve practices and services
• Perform other accounting activities as required
• Demonstrate core values consistently

Qualifications

• Bachelor’s degree preferred but not required
• 3+ years or more of full-cycle bookkeeping and related experience
• Experience with Restaurant365 (R365), Xero, and/or Sage Intacct is required
• Experience with restaurant, franchise, or multi-unit clients is required
• Demonstrated experience leading, training, coaching, or overseeing accounting staff, including offshore teams
• Strong understanding of full-cycle accounting, including general ledger, balance sheet, income statement, accruals, adjustments, and financial reporting
• Passion for bookkeeping, client servicing, and delivering accurate results
• Highest attention to detail
• Sense of urgency and ability to meet deadlines
• Ability to work independently as well as lead and collaborate with others
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Exceptional organization, planning, and time management skills

Compensation & Benefits

• Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level
• Medical, Dental, and Vision Insurance
• Employer contribution to life insurance
• 401(k) plan
• ESOP
• Client and employee referral bonus program
• Financial assistance toward CPA certification, including cost of CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus CPA application and licensing fees
• Paid study time during work hours
• Additional paid time off to take scheduled exams and a bonus paid upon passing the CPA exam
• Continuing Professional Education (CPE) opportunities, including technical and soft skills training (internal and external, at no cost)
• Discounted gym memberships and wellness initiatives

Location

• Denver, CO: Fully onsite (five days per week) during initial onboarding; potential to transition to a hybrid schedule (three days per week in the office)
• Remote: Fully remote for candidates located in the Bethlehem, PA area

Salary ranges (for candidates residing in Denver, CO): $70,000 – $95,000

Preferred Qualifications

• Bachelor’s degree preferred but not required