Accounting Manager

• Liaison with customers' corporate staff
• Supervise team Staff Accountants & Accounting Assistant including recruiting, training and development, performance management, corrective action, motivation, task oversight and if necessary termination of employment in conjunction with the Director of PS and Human Resources
• Approve & track team Staff Accountants’ & Accounting Assistant’s PDO
• Supervise or perform daily bank reconciliations
• Supervise or perform review of daily or monthly daily report journal entries
• Supervise or perform review of payroll journal entries
• Supervise or perform review of accounts payable for coding accuracy
• Supervise or compile month end questions for client
• Supervise or compile reportable events per client’s schedule
• Supervise or post monthly recurring entries
• Supervise or expense prepaids monthly
• Supervise or prepare & file sales, use, & occupancy tax returns
• May perform final analytical review of income statement before release of preliminaries to client
• Preparation of monthly financial statements
• Spot check of working papers, financial statements, and other aspects of the accounting package periodically to ensure accuracy of work by team members
• Assist team members with monthly reconciliation of asset & liability accounts
• Some understanding with authoring and updating Standard Operating Procedures (SOPs) and Standard Work Instructions (SWI). In addition to SOPs and SWI, you will also need understanding of Root Cause Analysis (RCA) and proper follow up for After Action Report (AAR).
• Other duties as requested

Accounting Supervisor – Professional Services

Accountant

• Responsible for the following:
• Monthly accounting functions for multiple entities
• Daily bank reconciliation
• Review of expense accounts for coding accuracy
• Post monthly recurring entries
• Compile month end questions for client
• Expense prepaids monthly
• Review of daily or monthly daily report journal entry
• Review of payroll journal entries
• Analytical review of income statement and balance sheet
• Monthly reconciliation of asset & liability accounts
• Preparation & filing of sale, use, & occupancy tax returns
• May be responsible for the following:
• M3 System Administration duties
• Onboarding new entities
• Other duties as assigned

Staff Accountant

Customer Success Manager

• Manage a defined portfolio of customers, serving as their primary point of contact and advocate.
• Build trusted relationships with key customer stakeholders and internal teams.
• Conduct regular business reviews to evaluate progress and uncover growth opportunities.
• Drive adoption of M3 products by ensuring customers are fully trained.
• Identify and execute initiatives that strengthen customer retention and satisfaction.
• Proactively identify at-risk customers and implement mitigation strategies.
• Document customer health, success metrics, and touchpoints.