Accounting Manager - Client Lead

As an Accounting Manager - Client Lead at ProvenCFO, you'll be the pivotal force behind financial operations. Your responsibilities include compiling and analyzing financial information, maintaining accounting policies, managing the monthly close processes, and ensuring top-quality delivery of services to clients. You'll also be mentoring and overseeing the accounting team while acting as the primary point of contact for client relationships, ensuring all inquiries are addressed promptly.

To qualify for the Accounting Manager - Client Lead position at ProvenCFO, candidates should have a bachelor’s degree in Accounting, Finance, or a related field, with a master's degree, CMA, or CPA certification preferred. Additionally, applicants need 4-7 years of progressive accounting or finance experience, demonstrated leadership capabilities, and advanced proficiency in Excel and accounting software such as Xero and QuickBooks Online.

ProvenCFO seeks an Accounting Manager - Client Lead who has advanced proficiency in Excel, as well as experience with cloud-based software like Xero and QuickBooks Online. Being adept at navigating various applications is crucial to efficiently handle client engagement and report generation, which are core to the role.

ProvenCFO strongly believes in a healthy work-life balance for their employees. The Accounting Manager - Client Lead enjoys unlimited PTO, along with the flexibility to work fully remotely. Furthermore, the company encourages participation in monthly team lunches to foster relationships and camaraderie while allowing team members to recharge effectively.

At ProvenCFO, the culture is all about collaboration, innovation, and team spirit. As an Accounting Manager - Client Lead, you will be part of a high-energy environment where forward-thinking is encouraged. Teammates are supportive of each other's growth, ensuring roles are clear and expectations are communicated effectively, forming a workplace that values both professional and personal development.

This is your chance to highlight your passion for finance, your love for working with numbers, and any experiences that led you to take on leadership roles in accounting. Share a story or two that elucidates how you enjoy helping clients achieve their financial goals.

Here you should emphasize your proficiency with tools like Xero and QuickBooks Online while also detailing how you’ve used these tools to optimize processes for efficiency. Mention specific challenges you faced and how you overcame them using these technologies.

Discuss techniques or tools you use for prioritization and time management. Explain how you ensure quality over quantity and how communication with your team and clients helps to mitigate risks associated with tight timelines.

In answering, focus on your approach to leadership. You might mention regular check-ins, providing constructive feedback, or facilitating professional development opportunities, explaining how this builds morale and enhances team performance.

Stress the importance of clear and regular communication. You could mention how you manage initial expectations and maintain a proactive approach to address any concerns that arise throughout the client's engagement.

Outline your familiarity and hands-on experience with each area of the accounting cycle, such as accounts payable, accounts receivable, payroll, and closing process. Share any specific practices or improvements you implemented in previous roles.

Detail a methodical approach to identifying and analyzing discrepancies. This could include investigating the source of the problem, collaborating with team members, and implementing corrective measures to prevent future issues.

Explain how you stay informed on changes in accounting standards and regulations and how you ensure your team is trained in the latest policies. Include examples of updates you've spearheaded or adopted to remain compliant.

Select an instance where you provided strategic insights that positively impacted a client’s finances. Be specific about the analysis or recommendations you made and the results achieved to demonstrate your value.

This is an opportunity to express your insights on potential challenges, such as managing a busy workload or ensuring client satisfaction. Frame your answer positively, focusing on how you address these challenges effectively.