GRF CPAs & Advisors

Accounting Manager

• Help supervise and execute engagements that center on cloud-based accounting systems like Sage Intacct and QuickBooks Online.
• Handle aspects of the monthly close including reconciliations, preparation of supporting schedules, financial analysis and quality review, financial reporting.
• Have experience with accrual basis accounting, entering transactions into general ledger, resolving account variances.
• Usage, training, and implementation of cloud-based tools such as Bill.com, Nexonia, Tallie and others.
• Coordinates various phases of engagements with engagement partner or manager; reviews working papers for accuracy & completeness, communicates with clients.
• Provides supervision and on-the-job training to staff assigned to engagement as needed.
• Trains staff members, offers guidance and direction and gives constructive criticism.
• Assists clients with an understanding of financial reporting and other accounting matters.
• Ensures that deliverables are prepared in accordance with generally accepted professional and firm standards.
• Communicates engagement's progress, problems, resolutions, financial information, tax activity and other business concerns to the client and the partner in charge.
• Maintain strong client relationships with a focus on customer service; possesses a thorough knowledge of the client and all facets of client's business.
• Adheres to engagement time budgets.
• Supervises staff and provides on-the-job training; reviews work papers and reports.
• Anticipates problem areas of engagement and questions that will arise.
• Keeps partner informed of significant developments on engagements; analyzes problems and recommends solutions.
• Communicates progress of engagements, problems and resolutions to client.
• Develops staff by assisting in performance evaluations, recruiting, and training.

Outsourced Accounting & Advisory Services Supervisor

Account Executive

• Serve as the primary sales resource for all marketing-generated leads, inbound inquiries, and partner-referred opportunities owing each opportunity from first engagement through close.
• Collaborate closely with the marketing team on campaign strategy, messaging, webinars, user groups, and events to ensure a strong and consistent flow of qualified opportunities.
• Nurture leads across varying stages of readiness, maintaining consistent follow-up and engagement to advance opportunities through the sales cycle.
• Maintain disciplined pipeline hygiene and accurate forecasting in CRM; provide regular reporting to leadership on pipeline health and deal progression.
• Conduct thorough discovery sessions to understand prospect pain points, financial operations, requirements, and strategic objectives.
• Lead interactive, discovery-driven Sage Intacct demonstrations independently and without pre-sales support tailored to each prospect’s industry, pain points, and key stakeholders.
• Develop and present full implementation proposals including Statements of Work (SOWs), ROI analyses, and pricing strategies.
• Manage the full sales cycle from qualification through contract execution, engaging multiple stakeholders and navigating complex buying processes.
• Represent the firm at industry events, Sage partner programs, webinars, and user groups to build market presence and expand referral relationships.

Sales Executive, Sage Intacct

Events

• Oversee the full lifecycle of a diverse event portfolio, including webinars, executive-level programs, client experiences, and conferences
• Manage end-to-end execution of firm-hosted events, develop timelines, budgets, and project plans
• Coordinate all aspects of webinars and virtual programming
• Plan logistics for in-person events and multi-session conferences
• Manage relationships with event vendors and venues
• Collect data and feedback for actionable insights and reporting
• Ensure all events reflect the firm’s brand and deliver high-quality attendee experience

Outsourced Accounting & Advisory Services Supervisor

Sales Executive, Sage Intacct

Marketing Events Manager