Schedule:
Total hours: 40 hours per week or 8 hours per day
Monday - Friday
8 AM to 5 PM EST
With 1 hour unpaid break in between
Client location or time zone: United States - EST
Company/client overview:
Is an accounting firm that primarily serves clients with W-2 employees and requires assistance with bookkeeping and payroll services. The firm is currently scaling and experiencing limitations with their existing outsourcing arrangement
Summary:
Provide accounting and advisory support to the accounting team, ensuring the month-end is closed timely and accurately. Ensure financial reports are consistently aligned with the client's chart of accounts at least 80% of the time so that financial reporting and analysis are streamlined between clients and account partners.
Responsibilities:
Key Result 1: Oversee the month-end close
What winning looks like:
The accountants are completing the month-end close tasks correctly and in a timely manner so that financial statements are clear and accurate
The financial reports reflect the client's standard chart of accounts and are audit-ready on a monthly basis
Your work supports the accounting, AP, and payroll departments
Software tools are working correctly, and clients and the team know how to use the tools effectively
A list of training recommendations is identified and implemented so the team can perform at a higher level
Clients understand their financial position, and accountants have the ability to explain the financial position to their clients
What it will take:
Weekly meetings with the accounting team to ensure processes are followed, deadlines are met and the accounting departments are resourced
Training is provided to accountants, ideally in corporate settings, to maximize the controller’s time
Being highly organized and responsive
Core values are highlighted so that clients have a good experience with services
Key Result 2: Accounting processes and month-end close improvement
What winning looks like:
Accountants know how to prepare throughout the month for the close
Software tools reflect a limited chart of accounts structure to prevent miscoding. For example, the majority of the clients should not have access to the balance sheet codes
Technology solutions make the closing faster and more accurate
What it will take:
Oversight and delegation
Virtual calls to train and document procedures with the team
Key Result 3: Accurate balance sheet reconciliations
What winning looks like:
The team has templates for prepaid expense recs, asset roll-forwards, inventory roll-forwards, etc. Further, these balances are verified at least on a quarterly basis. Some clients may require monthly verifications/reconciliations
Accountants clean up all balance sheets before year-end and set up the next year with roll forwards
What it will take:
One-on-one training with the team to develop resourcefulness for clients
Weekly accounting team meetings to review the status
Key Result 4: Oversee your own book of business
What winning looks like:
A small book of non-CFO clients is held. These clients are typically those who go through audits and have higher GAAP needs than the average client
Developing strategic relationships that align with the client’s mission and values. This includes building strong relationships with software vendors, auditors, church denominations, etc
A client can see a visual KPI and financial dashboard at least quarterly, so he/she can make quality decisions based on the information
What it will take:
A thorough understanding of our software partnerships, current book of business, and chart of accounts
Accounting and payroll team meetings regarding goals for your book of business
Key Result 5: Onboard new clients
What winning looks like:
Clients go through onboarding quickly
Clients have a clear picture of what is taking place during the onboarding process
The financial statements are ready for an accountant to start engaging with at the end of onboarding
Payroll is ready to be run for the payroll process at the end of onboarding
What it will take:
A thorough understanding of accounting and payroll processes
A strong understanding of the client’s software accounts
High communication and problem solving skills
Requirements:
Education & Qualifications
Bachelor’s degree in Accounting, Finance, or a related field (required)
CPA, CA, CMA, or equivalent professional certification (strongly preferred)
Advanced knowledge of accounting principles (IFRS and/or GAAP, depending on region)
Experience
5+ years of progressive experience in accounting or finance roles
Prior experience as a Financial Controller, Senior Accountant, or Finance Manager
Experience managing month-end and year-end close processes
Proven experience overseeing budgeting, forecasting, and financial reporting
Experience working with auditors and regulatory bodies
Technical & Systems Skills
Strong proficiency in accounting software (e.g., NetSuite, Xero, QuickBooks, SAP, Oracle)
Advanced Excel skills (financial modeling, pivot tables, complex formulas)
Experience with ERP systems and financial reporting tools
Strong understanding of internal controls and risk management
Core Competencies
Strong analytical and problem-solving skills
High attention to detail and accuracy
Ability to interpret and present financial data to non-finance stakeholders
Strong leadership and people management skills
Excellent organizational and time-management abilities
Compliance & Governance
In-depth knowledge of tax regulations, statutory reporting, and compliance requirements
Ability to ensure adherence to internal controls, company policies, and financial regulations
Experience implementing or improving financial processes and controls
Communication & Leadership
Strong written and verbal communication skills in English
Ability to work cross-functionally with operations, sales, and leadership teams
Experience mentoring and managing accounting or finance staff
Ability to operate confidently in a fast-paced, deadline-driven environment
Work Style
High level of integrity and confidentiality
Proactive, hands-on approach with a strategic mindset
Comfortable working independently and remotely (if applicable)
Strong stakeholder management skills
Benefits:
HMO Coverage for eligible locations
Permanent work-from-home
Immediate hiring
Job ID: 42698673949