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Bookkeeping and Financial Operations Specialist
1 week ago
The Senior Accounting Operations Manager is responsible for overseeing the entire bookkeeping operations, including client onboarding, team management, and financial reporting. This role requires a proactive and solution-oriented individual with expertise in US small business accounting.
Key Responsibilities:- Client Onboarding: Direct and manage cleanup projects for new clients, ensuring proper reconciliation of accounts and accurate financial setup.
- Team Management: Train, mentor, and support junior bookkeepers to ensure adherence to SOPs, consistency in service quality, and continuous skill development.
- Financial Reporting: Manage advanced reporting tasks, including revenue recognition, KPI dashboards, forecasting, and performance analytics using tools like Fathom.
Requirements: At least 7+ years of experience in bookkeeping, accounting, or financial operations, with expertise in US small business accounting. Strong knowledge of tools and platforms, including QuickBooks, TaxDome, LedgerSync, Dext, and Fathom for financial reporting and analysis.