Outsourced Accounting & Advisory Services Manager
G
GRF CPAs & AdvisorsAccounting, Advisory Services
Bethesda, MD (hybrid or remote available).Full-TimeManager
Salary120000 - 165000 USD per year
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Job Details
- Experience
- Typically 5-10 years’ experience
- Required Skills
- Microsoft ExcelQuickBooksGenerative AI
Requirements
- Bachelor’s degree in accounting
- Relevant experience in public accounting/outsourced accounting, demonstrating a progression in complexity, scope, and number of engagements managed.
- Typically 5-10 years’ experience (highly dependent on type of experience)
- CPA preferred but not required
- Effective written and oral communications with employees, partners, clients, and vendors.
- Ability to organize projects, set priorities, and delegate tasks under constantly changing circumstances.
- Ability to assume lead role in planning and implementing assigned projects.
- Ability to keep long term objectives in mind while focusing on daily activities.
- Ability to maintain confidentiality of sensitive firm and client information.
- Demonstrated ability to bring in new business.
- Minimum of forty hours of continuing professional education each year.
- Proficiency in QuickBooks
- Proficiency in Sage Intacct
- Proficiency in Bill.com
- Proficiency in Nexonia
- Proficiency in Excel
- Proficiency in Generative AI
Responsibilities
- Oversee daily accounting operations and deliverables for a portfolio of nonprofit and/or government contractor clients.
- Ensure timely and accurate monthly close processes, financial reporting, and compliance requirements.
- Serve as the primary point of contact for ongoing client communications; maintain regular touchpoints to foster trust and address evolving needs.
- Support client onboarding by establishing workflows, timelines, and expectations.
- Regularly present financial results and key insights to client management and leadership teams.
- Plan, schedule, and staff engagements using firm policies and procedures; delegate effectively to promote staff development.
- Monitor engagement budgets, time budgets, and resource utilization; assist with billing and contribute to realization and utilization goals.
- Identify opportunities to add value through process improvements, automation, and advisory insights.
- Review and evaluate internal controls and work programs prepared by staff; provide real-time coaching, training, and feedback.
- Supervise and review work of Staff and Senior Accountants and mentor Supervisors as needed.
- Ensure that client financial statements and supporting schedules are prepared in accordance with GAAP, applicable regulations, and firm standards.
- Anticipate problem areas and questions that may arise; keep partner/leadership informed of significant developments, analyze issues, and recommend solutions.
- Model professionalism in virtual and in-person settings and promote an inclusive, accountable, and collaborative team culture.
- Stay current on relevant standards, regulations, and industry trends affecting nonprofit and government contractor clients.
- Maintain proficiency in the OAAS technology stack and modern cloud-based accounting tools.
- Acts as an instructor in professional development programs.
- Prepares other reports and projects as requested from time to time by the partners.
- Participates in firm's practice and proposal development efforts.
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