We’re a growing professional services and technology company in North San Diego County. We combine deep industry expertise with technology to find better, more efficient ways to serve our clients. We’re hiring confidentially, and we’ll share full company details with qualified candidates early in the process.
Position Summary
We’re looking for a hands‑on Accounting Manager to run our accounting and build modern, automated financial reporting from the ground up. You’ll own the books in QuickBooks Online, run the monthly close, and use automation and AI tools to make our numbers faster, cleaner and easier to act on. You’ll work closely with senior leadership and lead a small accounting team.
This is a great next step for a Senior Accountant or Accounting Supervisor who’s ready to own the accounting function, lead a team and rethink how the work gets done. You’ll stay hands‑on while coaching and reviewing others, and as we grow, your role and team can grow with you.
This role is in office M-F in North County, San Diego
What You’ll Do
- Own day‑to‑day accounting in QuickBooks Online, including journal entry review, reconciliations and accounts payable.
- Lead, coach and review the work of the accounting team, including accounts receivable.
- Run the monthly close and deliver accurate, on‑time financial statements.
- Monitor cash flow and collections, and keep leadership up to date on where we stand.
- Build and maintain the annual budget and a rolling forecast in Excel.
- Pull revenue, client and pipeline data from Salesforce and connect it to the financials for reporting and KPIs.
- Create monthly reports and dashboards that help leaders understand how the business is performing.
- Use automation and AI tools to speed up the close, cut manual work and improve accuracy.
- Strengthen processes and controls across QuickBooks, Salesforce and Excel.
- Partner with our outside CPA on year‑end, tax and compliance needs, and answer finance questions from other teams.
What Success Looks Like
In your first 6 months, you will:
- Have QuickBooks Online clean and reconciled, with a reliable monthly close.
- Deliver a monthly financial package that leadership reads and uses.
- Set up a budget and forecast we can track actuals against.
- Connect Salesforce data to financial reporting so leaders can see revenue and KPIs in one place.
- Automate several manual steps in the close or reporting process.
- Become the go‑to person for accounting questions across the company.
Qualifications
- Bachelor’s degree in Accounting, Finance or a related field.
- 5+ years of progressive accounting experience, including time as a Senior Accountant, Accounting Supervisor, Accounting Manager or similar.
- Experience supervising, training or reviewing the work of at least one team member.
- Strong hands‑on experience with QuickBooks Online.
- Comfortable navigating Salesforce to find, pull and report on data (reports and exports, not administration).
- Proven experience with month‑end close, reconciliations and financial statements.
- Experience building or supporting budgets, forecasts and cash flow projections.
- Solid understanding of GAAP and internal controls.
- Advanced Excel skills (pivot tables, lookups, building models).
- Hands‑on experience using automation or AI tools in accounting work.
- Experience at a small or growing company is a plus.
Who You Are
- Eager to dig in. You’d rather roll up your sleeves than wait for direction.
- Detail‑oriented. You take pride in clean books and numbers people can trust.
- A coach. You help your team get better and hold a high bar for accuracy.
- Curious. You want to understand how the business works and what drives results.
- A builder. You see manual processes as something to automate, not something to live with.
- A clear communicator. You can explain the numbers to people who aren’t in finance.
- Growth‑minded. You want a role that grows as the company grows.
- Medical, dental and vision insurance
- 401(k) with a company match
- Generous paid time off and paid holidays
- Real opportunity for professional development and advancement