Job Description
Experience: Mid Level
Salary: $120,000 - $145,000 per year
Job Details
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What You’ll Do
- Oversee the daily accounting and finance operations for several clients at the same time.
- Examine each client’s monthly financial reports, comparing results to the prior month and to budget, and investigate what’s driving the differences.
- Turn the numbers into clear, practical guidance that helps business owners and executives make decisions.
- Spot weak points in client workflows and recommend improvements.
- Learn our software ecosystem and find additional tools, modules, and integrations that speed up the month-end close.
- Build and document standard approaches, along with reusable templates, so the team can repeat them on future engagements.
- Lead the discovery, setup, and onboarding of new clients from the first assessment through go-live.
- Own the systems and routines that keep client service consistently excellent.
- Contribute to growth by sourcing new leads, finding ways to expand work with current clients, and creating proposals and pitch materials for prospects.
- Use automation to streamline both our internal workflows and those of our clients.
What You Bring
- A CPA license, or eligibility to become licensed, plus a minimum of five years of relevant experience.
- A bachelor’s degree in accounting (a graduate degree is a bonus).
- Equivalent hands-on experience may be considered in place of the CPA.
- Familiarity with accounting for mergers and acquisitions is a plus.
- Proven strength in analysis, organization, project and time management, and interpersonal, written, and spoken communication.
- A track record of delivering outstanding client service.
- A genuine drive to keep learning.
- Advanced skills in Microsoft Office, especially Excel and Word.
A bit about us:
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You’ll serve as the lead accounting and finance contact for a portfolio of small and mid-market clients, all supported through a centralized, shared-services model. Your job is to raise the quality and consistency of each client’s accounting operations while acting as a trusted advisor to their leadership. We especially welcome applicants with public accounting audit backgrounds, since that training tends to pair well with the technical rigor and polished client presence this position demands.
Why join us?
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- Work like balance and flexibility is offered throughout the year even during busy season!
- 50-55-hour weeks during busy season!
- Unlimited PTO!
- Maternity and Paternity leave!
- Above market Benefits-(EMPLOYER PAID) Health/Dental/Vision, 401K!
- 3% Safe harbor 401K contribution!
- Generous Yearly bonus!
#accounting-finance #small-businesses #cas #client-accounting-services #tier4
Chicago,IL, US
6960383
a day ago