Accounting Manager

• Lead the Accounting Specialist team delivering all client bookkeeping services including accounts payable and payment processing, credit card coding, customer invoicing and accounts receivable management, compliance, month-end duties, data analysis/inquiries, assistance with financial statement preparation, cash balance monitoring, and other bookkeeping services.
• Hire, train, develop, and manage the team’s day-to-day operations.
• Manage team performance and provide coaching that is timely and constructive.
• Collaborate with CFO/Controller Leads, Accounting Consultants, and Payroll and Benefits Consultants to identify opportunities to improve the client experience, quality, internal team workflows, and/or efficiency.
• Manage bookkeeping team structure, operations, and daily Associates assignments.
• Coordinate with the Accounting Onboarding team to ensure a smooth transition of bookkeeping services by executing all new client bookkeeping onboarding processes and tasks including: GL mapping.
• Build and optimize scalable Accounting Specialist team processes, standards, and quality metrics.

Accounting Specialist – Team Lead

Assistant Vice President, Private Equity Fund Accounting and Administration

Accounting Operations Manager