Salary
💰 $85,000 - $110,000 per year
About the role
- Manage multiple client accounts and build strong, trusted relationships.
- Oversee client onboarding, historical clean-up projects, and process improvements to establish reliable financial systems.
- Prepare and review month-end close packages, reconciliations, and financial statements.
- Build client-ready reports, dashboards, and financial tools that surface insights.
- Manage and improve accounting processes including chart of accounts design, AP/AR workflows, and cash flow forecasting.
- Collaborate with internal team members and mentor Staff Accountants.
- Keep projects moving using strong organizational skills; use PM tools where applicable.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred but not required).
- Experience in public accounting, consulting, or an internal role juggling multiple stakeholders.
- Solid technical accounting foundation and ability to handle onboarding and clean-up.
- Comfortable managing several client projects at once, keeping details and deadlines straight.
- Experience building client relationships and telling the story behind the numbers.
- Enjoy mentoring others and sharing knowledge, even without direct reports.
- Resourceful, adaptable, and comfortable asking questions when unclear.
- Fluent in finance tools like QuickBooks Online, Excel/Sheets, Stripe, Ramp, Brex, Bill.com, & Carta/Pulley.