
Financial Operations Manager
2 days ago
As a lead accountant, you will be responsible for managing bookkeeping tasks and ensuring timely and accurate completion every month.
Key Responsibilities- Bookkeeping & Operational Excellence
- Take ownership of all bookkeeping tasks from your client portfolio, ensuring timely and accurate completion every month.
- Communicate with relevant authorities if necessary.
- Review and reconcile client accounts, identifying and resolving discrepancies efficiently.
- Prepare monthly financial reports—including profit and loss statements and balance sheets—comparing results to prior months and offering insightful commentary.
- Manage year-end accounts preparation, ensuring accuracy, completeness, and compliance with relevant regulations.
- Proficient in end-to-end payroll, ensuring accurate calculations, timely submissions, and full compliance with regulations.
- Client Communication & Support
- Serve as the primary point of contact for daily bookkeeping queries for your client portfolio, ensuring professional and timely responses.
- Escalate complex client concerns to the client manager with well-documented context and recommended solutions.
- Process Improvement & Documentation
- Identify inefficiencies in workflows, and recommend practical improvements to enhance accuracy and efficiency to the client manager.
- Develop and maintain detailed documentation of bookkeeping processes to support scalability and team alignment.
- Record and track all work in the practice management software, ensuring real-time visibility and reporting.
- Reporting & Insight
- Provide regular updates to the client manager on client account performance and operational progress.
- Highlight recurring challenges or risks, offering strategic solutions to mitigate them.
- Beyond Standard Bookkeeping Tasks
- Act as the first point of contact for the bookkeeping team regarding day-to-day challenges and queries.
- Full proficiency of bookkeeping & accounts preparation software (including BrightPay, Xero, TaxCalc, Karbon, Dext).
- Provide guidance and ensure consistency in using required software, helping team members resolve issues effectively.
- Collaborate with the client manager to identify training needs and process gaps within the team.
- Support the client manager by facilitating a collaborative, problem-solving environment within the bookkeeping team.
You will have the opportunity to work in a dynamic and supportive team environment, with access to industry-leading technology and resources. You will also have the chance to develop your skills and expertise through ongoing training and development opportunities.
The ideal candidate will be highly organized, efficient, and able to manage multiple tasks and deadlines. They will also have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
Requirements• Bachelor’s degree in accounting or related field
• Minimum 3 years of experience in bookkeeping or accounting
• Proficiency in Microsoft Office and industry-leading bookkeeping software
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• High level of integrity and confidentiality
• Willingness to learn and adapt to new technologies and processes
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