Overview
This role is accountable for managing an assigned team while also serving as a strong individual contributor. You will provide outsourced controllership, advisory services, and strategic direction to multiple clients in a virtual environment.
Key focus areas include timely review of monthly financial reports for accuracy, implementing internal process and controls to reduce risk, supporting budgeting and forecasting, and delivering actionable analytics and recommendations.
Responsibilities
- Lead and mentor the accounting team for assigned clients, including:
- Coaching and providing timely feedback
- Conducting reviews to support staff success
- Motivating the team to deliver best-in-class service
- Develop an understanding of each client’s unique business and accounting needs; provide strategic leadership for scalable accounting operations by ensuring internal control systems, policies, and procedures are followed
- Manage month-end closing and the issuance of financial reports to all clients every month
- Partner with client leadership on operational and strategic decisions, including:
- Collaborating on accounting requests and questions
- Following up with appropriate action steps, scope, prioritization, and delegation
- Financial Planning and Budgeting:
- Develop client annual budgets and maintain cash forecasting tools to support long-term planning and investment decisions
- Monitor budget performance and provide insights for budget adjustments as needed
- Develop and review financial and operating metrics using dashboards, including KPIs
- Identify variances from the budget and report significant variances to clients
- Strategic Financial Analysis:
- Analyze financial and operational data to provide real-time, meaningful recommendations
- Identify trends, risks, and growth opportunities
- Provide actionable insights to senior leadership to drive strategic decision-making
- Execute regular client conference calls to review strategy, current and future needs, and operational changes affecting financial results
- Assist in gathering pertinent tax-related information for external tax return preparation
- Coordinate information requests for external audits for the annual audit or review
- Comply with local, state, and federal government reporting requirements
- Review and approve monthly and quarterly tax filings (use/sales tax, property tax returns, payroll tax returns prepared by accounting specialists)
- Complete special projects as requested by clients
Requirements
- Outsourced accounting experience with transferable knowledge in accounting and financial analysis for businesses in the $5M to $25M market
- 10 years supervisory experience
- Innate organizational skills and ability to manage up to 15 clients while leading a team of 6 to 10
- Ability to make quick decisions based on knowledge and experience and reduce risk factors
- Responsive, self-motivated, and able to deliver strategic advisory and financial operations in a virtual environment
- Ability to operate under time pressure and handle a variety of challenges
- Strong written and oral communication skills
- Exceptional organizational skills and ability to multi-task daily, weekly, and monthly priorities
- Strong experience with NetSuite and other accounting software packages; passion for learning new technologies
- Strong computer literacy, including extensive knowledge in Microsoft Office (Outlook and Excel)
- Ability to travel when necessary
Preferred Qualifications
- CPA license
- CMA or MBA preferred
Compensation & Benefits
- 100% Remote, W-2 position
- Compressed work week option available
- Self-managed paid time off and paid holidays
- Group Medical, Dental, Life, Vision, Accident Insurance
- 401(k) plan
- Participation in a company-wide annual bonus incentive plan
- $25 monthly internet stipend
- Casual dress
Location
Application Requirements
- Submit a resume and cover letter explaining why you’re a fit for the role.
- Include salary requirements in the cover letter. Only candidates that submit these criteria will be considered.
Equal Opportunity
- The employer is an equal opportunity employer and does not discriminate on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy, or any other basis protected by law.
- Employment is based solely on merit and qualifications.