
Lead Financial Specialist
20 hours ago
We are seeking a highly skilled accounting manager to join our team. As a key member of our accounting team, you will be responsible for onboarding new clients, ensuring accountants deliver services on time, and reviewing monthly financial reports.
- Onboard new clients using the provided template and assign them to the right accountant.
- E nsure accountants deliver services on time and meet client expectations.
- Help onboard new team members and provide necessary training and support.
- Review monthly financial reports for errors before sending them to clients.
- Monitor client communication channels to ensure clear and timely responses.
- Check that accountants meet performance goals and help balance workloads.
- Work with other managers to resolve issues and escalate them to senior leadership if necessary.
- Provide feedback to senior leaders on systems and suggest improvements.
- Identify opportunities to grow client revenue and share ideas with senior leadership.
- We offer a 100% remote work environment, eliminating the need for a daily commute.
- You will have full exposure and training in your field while having the autonomy to apply your skills.
- We maintain a fun and empowering working environment.
- Our company offers career and character growth opportunities.
- We provide stable job opportunities.
- We value open communication.
- You will have access to company apps and tools designed to improve productivity, communication, and collaboration.
- We offer flexible work hours.
- We pay bi-weekly, ensuring timely payment.
- 3-7 years of experience in accounting or finance.
- Supervisory experience, including leading a team and overseeing accounting operations.
- Experience with general ledger functions, month-end/year-end close, audit support, and financial reporting.
- Strong knowledge of GAAP (Generally Accepted Accounting Principles).
- Proficiency with accounting software, such as QuickBooks, Dear, or XERO.
- Advanced Excel skills, including pivot tables, VLOOKUPs, and formulas.
- Strong analytical and problem-solving skills.
- Excellent communication and leadership abilities.
- High attention to detail and organizational skills.
- CPA certification is a plus.
- Familiarity with e-commerce platforms and integrations with accounting systems.
- Experience with inventory accounting, cost of goods sold (COGS), and deferred revenue.
- Experience with SaaS-based and marketing businesses.
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