Chief Financial Officer for Accounting Services

1 week ago

Hagonoy, Central Luzon, Philippines beBeeAccountant Full time ₱600,000 - ₱800,000
Lead Accountant Role

We are seeking a highly skilled and experienced Lead Accountant to join our accounting team.

Key Responsibilities:
  • Financial Management: Manage a portfolio of clients, providing bookkeeping and operational excellence. Communicate with 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.
  • Client Communication: 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: Identify inefficiencies in workflows and recommend practical improvements to enhance accuracy and efficiency. Develop and maintain detailed documentation of bookkeeping processes to support scalability and team alignment. Record and track all work in the Practice Manager software.
  • 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 Tasks: Act as the first point of contact for the bookkeeping team regarding day-to-day challenges and queries. Full proficiency of bookkeeping and accounts preparation software. Provide guidance and ensure consistency in using required software.
Success Metrics:
  • Bookkeeping Accuracy: All bookkeeping tasks for your portfolio are completed on time and meet high standards of accuracy, with minimal errors or corrections required.
  • 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, with fewer escalations to the Client Manager.
  • Software Proficiency: Team members are confident in using required software due to your guidance, leading to smoother workflows and reduced bottlenecks.
  • Effective Communication: Clear, actionable updates and insights are consistently provided to the Client Manager, enabling informed decision-making.

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