Club Capital Group

Accountant

Club Capital Group

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Serve as the subject matter expert and first point of contact for clients; becoming a trusted advisor for all portfolio services by reviewing monthly financials, bookkeeping records, EOY financials, and conducting review and growth calls
  • Prepare financial statements to facilitate the clients decision making process
  • Manage the bookkeeping team assigned to your client portfolio and oversee processes for month end close
  • Prepare budgets and revenue targets with clients
  • Conduct quarterly and ad hoc Growth Sessions with clients to review financial performance, create and adjust budgets, and identify industry trends
  • Address payroll questions/concerns and provide first-level troubleshooting
  • Delight customers with expert guidance and support
  • Manage personal workload to deliver high quality work products on time
  • Effectively communicate with internal and external stakeholders and management on established performance expectations
  • Work across teams to keep others informed of client status (i.e. Tax, client experience)
  • The desire to grow and expand your client portfolio and advisory services, willingness to become CFO certified.

Requirements

  • Minimum of 2 years of accounting experience; bookkeeping, public accounting, small business accounting or similar understanding of accounting and business financials (Required)
  • B.S or M.S in Accounting or Business or equivalent experience
  • No less than 1 year of related experience in a client facing role
  • Ability to manage multiple clients, tasks, and projects simultaneously
  • Solutions driven individual who is exceptional at deadlines and problem solving
  • Excellent verbal and written communication skills
  • Well organized and strong attention to detail
  • Ability to provide exceptional client service along developing lasting client relationships
Benefits
  • Fully remote
  • Competitive compensation package
  • Medical
  • Dental
  • Vision
  • 401k with company match
  • PTO
  • Paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
accountingbookkeepingfinancial statementsbudgetingpayrollfinancial analysismonth end closefinancial performance reviewclient portfolio managementCFO certification
Soft Skills
communicationproblem solvingtime managementattention to detailclient servicerelationship buildingorganizational skillssolutions driventeam collaborationadaptability
Certifications
CFO certification