Client Finance Manager

Remote Telecommute Accountingfly

Our client, a business services firm providing accounting, HR & administrative outsourcing to the Design, Architecture, Events, Media & Marketing sectors is seeking a REMOTE Client Finance Manager. Their mission is to enable growth and reduce risk for their clients. 

Job type: 

Remote
Full time, W2

Responsibilities:

  • Collaborate on client onboarding, depending on client, cleanup or transfer of historic data
  • Day-to-day accounting for clients including adjusting entries for projects and monthly close
  • Basic to moderate complexity cashflow planning
  • Basic to moderate complexity budgeting and analysis
  • Periodic financial reviews with clients where insights about the client’s business are presented and discussed (account manager is primary client contact)
  • Sales tax compliance for clients that require it (this is a minority of their clients)
  • Collaborate on workflows 
  • Proactively innovate and improve our work and the client experience

 You should have five years of experience as:

  • a finance manager or accountant at a company in our targeted size and industries or a mix of industries OR
  • a finance manager or accountant at a firm servicing companies of our target size

 You must be able to:

  • Communicate with non-financial people in a way they can understand, with patience and respect
  • Understand the accounting and financial needs and practical considerations of service businesses with revenues of 1-50M
  • Determine and prioritize tasks to be done without excessive supervision or input from others
  • Communicate clearly and effectively
  • Focus on details without losing sight of the bigger picture
  • Work as part of a team, celebrate the successes of the team
  • Think conceptually about workflows, understand the difference between effectiveness and efficiency
  • Learn and embrace new tools and methods
  • Work expertly with QuickBooks Online

 
It would be great if you had:

  • CPA license
  • The expertise and experience to prepare state and federal business tax returns and basic tax planning for clients that require it (this is a minority of our clients and we only do tax for clients whose books we keep)
  • Licensure to prepare tax returns in California
  • Experience using NetSuite
  • Experience with niche ERP systems (e.g., ProCim, Design Manager)
  • Experience with workflow/project management software (i.e., Asana)
  • Experience working in a paperless environment
  • Experience with Expensify and/or Bill.com
  • Experience with HR/Human Capital Management software (e.g. Rippling)
  • Experience with or interest in Human Resources
  • An interest in the business and/or accounting and/or design/creative communities

 

Current Client Benefits:

  • Health benefits TBD
  • Generous and flexible vacation policy
  • 401K available
  • Flexible working conditions
  • Hidden
  • Max. file size: 128 MB.

By clicking 'Send Application' you agree to receive periodic emails of cloud and remote jobs from Accountingfly. You can unsubscribe at any time.

  Apply with Google   Apply with Twitter
  Apply with Github   Apply with Linkedin   Apply with Indeed
  Stack Overflow