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Job description
Join our dynamic team in an exciting opportunity to lead and innovate within the accounting operations and client bookkeeping space. We are seeking a driven professional to guide our organization through strategic growth and excellence in service delivery.
Key Responsibilities
Organizational Leadership: Lead a team of approximately 9 professionals, setting organizational structure and roles. Manage hiring, compensation recommendations, performance management, and succession planning.
Client Governance & Delivery Oversight: Own client interactions at the executive level, ensuring timely and accurate financial activity. Resolve issues proactively to maintain client satisfaction.
Standards & Process Ownership: Collaborate with Managing Directors to establish firm-wide standards for key accounting processes, ensuring efficiency and consistency.
Financial Review & Technical Sign-Off: Act as the final reviewer of monthly financial statements, ensuring accuracy and resolving technical questions.
Financial Statement Presentation & Quality of Earnings / Due Diligence Support: Produce investor-ready financial statements and lead client-side support for various financial reviews and audits.
Quality & Continuous Improvement: Develop and maintain a quality program for accounting operations, driving process improvements and standardization.
Capacity & Workforce Planning: Forecast staffing needs, develop hiring plans, and make strategic decisions regarding outsourcing and resource allocation.
Client Relationship Ownership: Manage client relationships from scoping to expansion opportunities, ensuring satisfaction and growth.
Practice Economics: Oversee portfolio financial performance, manage budgets, and collaborate with leadership on pricing and investment decisions.
Systems & Technology: Lead the evaluation and implementation of accounting technology, including AI-enabled tools, to enhance efficiency and quality.
Qualifications
8 years of progressive accounting experience, including 4 years in leadership roles; multi-client or outsourced accounting experience required.
Bachelor's degree in Accounting or Finance; CPA preferred.
Strong knowledge of AP, AR, prepaids, accruals, and period-end close processes.
Proven experience in managing engagement budgets and client escalations.
Advanced Excel and data manipulation skills.
Excellent communication skills for translating complex accounting findings into actionable guidance.
Core Competencies
Strategic thinking and leadership
Developing leaders
Change management and team scaling
Deadline discipline and follow-through
Focus on accuracy and continuous learning
Client service mindset
Process orientation and documentation discipline
Problem-solving across systems and data sources
Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.