
Chief Bookkeeper
2 weeks ago
About the Role:
We are seeking a seasoned Lead Financial Manager to oversee all bookkeeping tasks from client portfolios, ensuring timely and accurate completion every month.
Main Responsibilities:
- Financial Management & Operations: Manage end-to-end payroll, prepare monthly financial reports, and review and reconcile client accounts.
- Client Communication & Support: Serve as the primary point of contact for daily bookkeeping queries and escalate complex concerns to the Team Lead.
- Process Improvement & Documentation: Identify inefficiencies in workflows, develop and maintain detailed documentation, and record work in practice management software.
- Reporting & Insight: Provide regular updates on client account performance and operational progress, highlighting recurring challenges or risks.
- Team Guidance: Guide team members in using required software, facilitate a collaborative environment, and support the Team Lead in identifying training needs and process gaps.
Key Performance Indicators (KPIs):
- Financial Accuracy & Timeliness: All bookkeeping tasks are completed on time with minimal errors or corrections required.
- Client Satisfaction: Positive feedback from clients and/or the Team Lead on professionalism, responsiveness, and quality of bookkeeping support.
- Team Effectiveness: 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 Team Lead.
Required Skills:
- Proficient in end-to-end payroll, bookkeeping, and accounts preparation software (including BrightPay, Xero, TaxCalc, Karbon, Dext).
- Excellent communication and problem-solving skills.
- Ability to work independently and collaboratively in a team environment.
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