Accountingprose

Controller

• Managing a team of approximately 5 Client Accounting Managers (CAMs) and ensuring they are following company procedures
• Auditing the work of the team to develop, implement and maintain one or a combination of generally accepted accounting systems
• Completing audits of CAMs end of month/quarter/year tasks and assigning additional tasks if lists are incomplete or require additional follow-up
• Assisting CAMs with day-to-day processes and questions and assisting with their development
• Coaching and encouraging employees during times of performance decline and when necessary working with HR to administer performance improvement plans
• Communicating and following up to ensure CAMs are fully informed of all new information related to software products, services, procedures, client needs, and company-related issues, changes, or actions
• Assessing current accounting operations, offering recommendations for improvement, and implementing new processes. Suggesting and drafting help documents when necessary
• Publishing and locking end-of-month/quarter/year financials and notifying clients that financial statements have been completed
• Proactively identify client issues, communicating and implementing timely solutions.
• Creating and presenting continuing education content to the team
• Providing ad-hoc, 30-day, 90-day, quarterly, and annual performance reviews to all assigned CAMs
• Uncovering discrepancies between CAMs time logged and the budget and if the scope of work needs to be changed
• Review accuracy of 1099 vendors and e-filing 1099-NEC and 1099-MISC forms to the appropriate parties (eg. client vendors, IRS, state tax agencies)
• Review Sales, Use, and Excise Tax Returns on a monthly, quarterly, and annual basis for accuracy and timeliness
• Providing support to new CAMs during their first year through training and assisting with onboarding
• Assisting CAMs with their out-of-office procedures and delegating work to other team members during their absence
• Partnering with the leadership team to determine future hiring needs, goal setting, and participating in interviews
• Work with CAM to complete Scope Review Form on an annual or as-needed basis

Controller, Client Accounting Team Lead