Accounting Manager - Client Lead
About Us:
At Proven, we're not your average accounting firm. We're a team of forward-thinking, tech-savvy number-crunchers dedicated to providing next-level financial solutions. Our fast-paced, high-energy environment is the perfect playground for accounting pros who are ready to shake up the industry.
About You:
Do spreadsheets make your heart race? Is automation your love language? Are you an accounting whiz who thrives on rapid changes and cutting-edge technology? If so, then you're exactly who we're looking for!
This Role:
You'll be at the forefront of our financial operations. You'll use technology to streamline processes and deliver top-tier financial insights. You'll be the lead with clients delivering reports and discussing strategy. You'll also help manage the bookkeepers and accountants.
Excellent Multi-tasker
Proven utilizes numerous cloud-based software technologies to take care of our client needs. We need someone with the ability to jump between applications, client profiles, and constantly document issues. We’d love to hear about your multitasking skills, and how you handle complex situations.
Team Spirit
Every successful business has team spirit. We look for determined, caring, and engaged teammates. We take care of our people and encourage each other to achieve great things.
Essential Duties & Responsibilities
- Compile and analyze financial information to prepare entries to accounts for client organizations
- Assist with defining, benchmarking, and implementing operational best practices
- Understand all aspects of accounting cycle for client work; billing, financial statements, general ledger, payroll, accounts payable, accounts receivable, inventory, budgeting, revenue recognition, and other various special analyses
- Maintain documented system of accounting policies and operations
- Help Prepare and review daily, weekly, monthly financial statements for client organizations
- Help manage the monthly close process for client organizations
- Assist with management of accounting, auditing, and budgeting for client organizations
- Resolve accounting discrepancies and maintain the integrity of the information
- Work in a multitude of software packages to facilitate billing, invoicing, inventory, reporting, forecasting, etc.
- Serve as the primary point of contact for key client relationships, maintaining regular communication and addressing client inquiries and concerns.
- Collaborate with clients to understand their business needs, financial goals, and challenges, and provide strategic advice and guidance accordingly.
- Manage client engagements, ensuring quality and timely delivery of services, and identifying opportunities for additional value-added services.
- Provide leadership, guidance, and direction to the accounting team, ensuring clarity of roles, responsibilities, and expectations.
- Mentor and coach team members, fostering their professional development and growth.
- Conduct regular performance evaluations, provide feedback, and address performance issues as needed.
Please note that this position can be 100% fully remote but must be based in the United States.
- Bachelor's degree in Accounting, Finance, or related field (Master's degree, CMA, or CPA certification preferred).
- 4-7 years of progressive experience in accounting or finance roles, with demonstrated leadership and supervisory experience.
- Advanced Proficiency in Excel to organize and interpret data, including formulas
- Ability to work in fast paced environment and meet critical deadlines
- Self-starter with the ability to work both independently and on a team
- Flexible regarding peak-time work requirements
- Ability to work well with individuals at all levels
- Previous experience as an accountant, controller, accounting supervisor, or manager
- Must have legal right to work in US
- Experience in Full Accounting Cycle
- Experience with Xero and Quick Books Online
- Work remote from anywhere
- We work hard and expect you to have a life too. We value both time off and time at the office
- We are a Macbooks shop
- Monthly Team Lunches
- Quarterly Awards
- Unlimited Books
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Training & Development
Average salary estimate
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At Proven, we're thrilled to welcome a new Accounting Manager - Client Lead to our dynamic team! We are not just an ordinary accounting firm; we are a group of innovative, tech-savvy professionals who believe in providing exceptional financial solutions. If you get excited about spreadsheets, love automating processes, and thrive in a fast-paced environment, this could be the perfect opportunity for you! In this pivotal role, you will be guiding our financial operations, harnessing cutting-edge technology to optimize procedures while delivering detailed financial insights to our clients. Your daily tasks will involve compiling and analyzing financial information, managing our dedicated team of accountants, and ensuring that the highest standards are maintained in our client engagements. Communication is key, and your ability to build strong relationships with clients will allow you to understand their specific needs and provide valuable strategic advice. You will also have the chance to mentor and lead your team, helping them grow professionally while ensuring that all accounting processes are seamless and efficient. With the opportunity to work remotely from anywhere in the U.S., you'll enjoy the flexibility of a work-life balance, with supportive perks like team lunches, quarterly awards, and an excellent health care plan. Join us at Proven, where your accounting expertise will not just be valued but celebrated as we work together to redefine the industry's future!
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