
Senior Accounting Professional
6 hours ago
This is a senior accounting position responsible for managing all bookkeeping tasks, serving as the primary point of contact for daily queries and providing regular updates to the Client Manager.
About the Role:
- Manage all bookkeeping tasks for your client portfolio, ensuring timely and accurate completion every month.
- Serve as the primary point of contact for daily bookkeeping queries for your client portfolio, ensuring professional and timely responses.
- Identify inefficiencies in workflows and recommend practical improvements to enhance accuracy and efficiency.
- Provide regular updates to the Client Manager on client account performance and operational progress.
- Act as the first point of contact for the bookkeeping team regarding day-to-day challenges and queries.
Key Responsibilities:
- Financial Management: Oversee all financial aspects, including budgeting, forecasting, and financial reporting.
- Client Relationship Management: Foster strong relationships with clients, ensuring their needs are met and expectations exceeded.
- Team Leadership: Provide guidance and support to the bookkeeping team, promoting a culture of excellence and teamwork.
Success Metrics:
- Bookkeeping Accuracy & Timeliness: All bookkeeping tasks for your portfolio are completed on time and meet high standards of accuracy.
- Client Satisfaction: Positive feedback from clients and/or the Client Manager on the professionalism, responsiveness, and quality of your bookkeeping support.
- Team Leadership: The bookkeeping team consistently turns to you for guidance on day-to-day challenges.
- Software Proficiency: Team members are confident in using required software due to your guidance.
- Effective Communication: Clear, actionable updates and insights are consistently provided to the Client Manager.
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