Accounting Manager

• Weekly file review and client consulting
• Review and submit period end bank reconciliations
• Cashflow management/budgeting and client communication
• Period end review of client accounts of before submission for financial statement preparation
• Onboard new clients including new concepts
• Automation troubleshooting
• Test and implement new processes
• Assist with special projects as needed for department and firm
• Provide backup when needed
• Assist, monitor, and train staff when needed
• Assist team leaders with various team metrics and goals
• Assist team leaders with staff review process

Accounting Manager, Business Solutions

Senior Associate, Client Accounting Services