Overview
This role involves providing financial reporting, budgeting, forecasting, and technical accounting support to clients and internal teams. The position includes leadership responsibilities such as developing and coaching staff, collaborating with advisory teams, and identifying opportunities to enhance client services. The role also supports onboarding new clients, monitoring team performance metrics, and facilitating technology platform integrations.
Responsibilities
- Review and deliver financial reports and key performance indicators (KPIs).
- Assist with budgeting, forecasting, and cash flow modeling.
- Provide technical accounting assistance to clients and internal engagement teams.
- Develop and coach staff and senior accountants.
- Collaborate with advisory teams and external partners.
- Identify opportunities to transition clients to higher-value services in collaboration with advisory teams.
- Assist with onboarding new clients, including system setup and process documentation.
- Monitor team KPIs and implement process improvements.
- Support the integration of new technology platforms and train team members on system enhancements.
Requirements
- Bachelor’s degree in accounting, finance, or business.
- 4–6 years of experience in public or private accounting.
- 3+ years of experience managing associates and/or teams.
- Professional certification such as MBA or CPA preferred.
- Ability to manage multiple projects simultaneously.
- Preferred proficiency with accounting software such as QuickBooks Online, Sage Intacct, PointCareClick, and demonstrated ability to adopt new technologies.
- Strong interpersonal and relationship-building skills.
- Excellent written, verbal, and presentation skills.
- Ability to travel up to 10%.
Compensation & Benefits
- Estimated base pay range: $97,000 to $145,000. Offers typically do not reach the maximum to allow for future salary increases.
- Annual discretionary bonus eligibility based on individual and organizational performance.
- Comprehensive benefits including multiple health plan options (HMO & PPO), dental and vision coverage, HSA with potential employer contribution, Employee Assistance Program.
- Firm-sponsored basic life, short-term and long-term disability coverage.
- 401(k) savings plan with profit sharing and employer matching contributions.
- Well-being incentives, education and certification assistance.
- Flexible time off, family care leave, parental leave, and family formation benefits.
- Additional voluntary benefits such as critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D insurance.
- Eligibility for benefits depends on annual hours, position status/level, and location.
Location
- Remote work option available.
Equal Opportunity
The employer is an equal opportunity/affirmative action organization. All candidates will receive consideration without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other protected characteristic under federal, state, or local laws.
Reasonable accommodations are provided for applicants with disabilities during the application and interview process upon request.