Outsourced Accounting & Advisory Services Supervisor

Role Overview

• Help supervise and execute engagements that center on cloud-based accounting systems like Sage Intacct and QuickBooks Online.
• Handle aspects of the monthly close including reconciliations, preparation of supporting schedules, financial analysis and quality review, financial reporting.
• Have experience with accrual basis accounting, entering transactions into general ledger, resolving account variances.
• Usage, training, and implementation of cloud-based tools such as Bill.com, Nexonia, Tallie and others.
• Coordinates various phases of engagements with engagement partner or manager; reviews working papers for accuracy & completeness, communicates with clients.
• Provides supervision and on-the-job training to staff assigned to engagement as needed.
• Trains staff members, offers guidance and direction and gives constructive criticism.
• Assists clients with an understanding of financial reporting and other accounting matters.
• Ensures that deliverables are prepared in accordance with generally accepted professional and firm standards.
• Communicates engagement's progress, problems, resolutions, financial information, tax activity and other business concerns to the client and the partner in charge.
• Maintain strong client relationships with a focus on customer service; possesses a thorough knowledge of the client and all facets of client's business.
• Adheres to engagement time budgets.
• Supervises staff and provides on-the-job training; reviews work papers and reports.
• Anticipates problem areas of engagement and questions that will arise.
• Keeps partner informed of significant developments on engagements; analyzes problems and recommends solutions.
• Communicates progress of engagements, problems and resolutions to client.
• Develops staff by assisting in performance evaluations, recruiting, and training.

Requirements

• Bachelor’s degree in accounting or related area (economics, finance, etc.).
• CPA license desirable but not required.
• 5 years or more experience in public accounting or private industry, demonstrating a progression in complexity, scope, and number of engagements managed. A concentration in nonprofit organizations preferred, but we will train the right candidate. Prior CPA firm experience is preferred.
• Strong proficiency in QuickBooks and Sage Intacct preferred.
• Experience with cloud-based applications such as Bill.com, Tallie, Expensify, is preferred.
• Organize projects, set priorities, and delegate tasks under evolving circumstances for different clients & partners.
• Keep long term objectives in mind while focusing on daily activities.
• Maintain confidentiality of sensitive firm and client information.
• Mentor and train staff.
• Enthusiastic and positive attitude, willingness to learn new skills, and motivation to be a team player.
• Effective written and oral communications with employees, partners, and clients, and vendors.
• Organize projects set priorities and delegate tasks under constantly changing circumstances for different clients and partners.
• Assist in planning and implementing assigned projects.
• Keep long term objectives in mind while focusing on daily activities.
• Maintain confidentiality of sensitive firm and client information.

Tech Stack

• Cloud

Benefits

• 401(k) plan
• paid individual medical
• culture that fosters flexibility and career development