Senior Accountant, Client Advisory

Overview

This role involves serving as a Senior Client Advisor for a portfolio of business advisory clients. You will act as a trusted advisor to support day-to-day operations across areas such as reviewing monthly financial statements, working with clients to review financials, establishing targets and goals to support growth, and providing controller and CFO advisory services.

You will be the primary point of contact for clients in your portfolio and must be able to understand accounting and business financials while collaborating with internal teams to support additional duties for more complex clients.

Client advisory relationships are built through email, chat, and Zoom calls on a regular basis.

Responsibilities

• Serve as the subject matter expert and first point of contact for clients, reviewing monthly financials, bookkeeping records, EOY financials, and conducting review and growth calls
• Prepare financial statements to support client decision-making
• Coordinate and oversee monthly accounting for your client portfolio and facilitate monthly financial reporting
• Oversee month-end close processes
• Manage the bookkeeping team assigned to your client portfolio
• Prepare budgets and revenue targets with clients
• Conduct quarterly and ad hoc Growth Sessions to review financial performance, create and adjust budgets, and identify industry trends
• Lead and/or mentor other Client Advisors
• Address payroll questions/concerns and provide first-level troubleshooting
• Deliver high-quality guidance and support to clients
• Manage personal workload to deliver high-quality work products on time
• Communicate effectively with internal and external stakeholders and management regarding established performance expectations
• Coordinate across teams and keep others informed of client status (e.g., Tax, client experience)

Requirements / Qualifications

• 4+ years of accounting experience in bookkeeping, public accounting, or small business accounting (Required)
• B.S. or M.S. in Accounting or Business, or equivalent experience
• 3+ years of related experience in a client-facing role
• Ability to manage multiple clients, tasks, and projects simultaneously
• Solutions-driven with strong problem-solving skills and a commitment to deadlines
• Excellent verbal and written communication skills
• Ability to provide exceptional client service while developing lasting client relationships

Preferred Qualifications

• Willingness to become CFO certified
• Desire to grow and expand client portfolio and advisory services

Compensation & Benefits

• Fully remote
• Competitive compensation package
• Medical, dental, vision
• 401k with company match
• Paid time off (PTO)
• Paid holidays

Pay range for this role:

• 80,000 - 90,000 USD per year (United States)

Location

• United States (Fully remote)