Director, Bookkeeping Operations & Client Experience

Anderson Business Advisors; Town of Florida (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Anderson Business Advisors is seeking a Director of Bookkeeping and Client Accounting to lead the Bookkeeping organization, driving service quality, scalability, and exceptional client experiences. You will partner with cross-functional leaders to optimize workflows, workforce planning, and strategic initiatives that enhance the bookkeeping service offering.

The role emphasizes developing leaders, maintaining operational readiness, and positioning the department for continued growth and success

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Minimum of 10 years of experience in bookkeeping, accounting services, or financial operations, including at least 5 years in a senior leadership role.
• Proven experience leading large operational teams within a professional services, accounting, or bookkeeping environment.
• Strong understanding of bookkeeping principles, financial reporting, and operational best practices.
• Demonstrated experience improving operational performance through process optimization, workforce planning, and performance management.
• Excellent leadership, communication, coaching, and stakeholder management skills.
• Ability to manage multiple priorities in a fast-paced, service-oriented environment.
• Experience with accounting software such as QuickBooks and operational systems including Salesforce or similar CRM platforms.

Responsibilities

• Provide strategic leadership for the Bookkeeping department and align with company objectives.
• Coach and develop Bookkeeping Managers and Supervisors while fostering accountability and continuous improvement.
• Oversee daily bookkeeping operations to ensure accurate, timely service delivery.
• Standardize workflows and quality expectations across the department.
• Evaluate and optimize the technology stack to drive efficiency and reduce manual processing.
• Monitor capacity and performance to maintain readiness during peak periods.
• Lead workforce planning and staffing forecasts for the department.
• Partner with cross-functional teams to support operational initiatives and product improvements.
• Manage budgets and operating expenses for the Bookkeeping department.

Skills

Leadership

Communication

Stakeholder management

Coaching & development

Process optimization

Workforce planning

Education

Bachelor's degree in Accounting, Finance, or Business Administration

CPA designation (preferred)

Master's degree in Business Administration, Accounting, or Finance (preferred)

Tools

QuickBooks

Salesforce or CRM

Job description

Anderson Business Advisors is seeking a Director of Bookkeeping and Client Accounting to lead the Bookkeeping organization, driving service quality, scalability, and exceptional client experiences. You will partner with cross-functional leaders to optimize workflows, workforce planning, and strategic initiatives that enhance the bookkeeping service offering.

The role emphasizes developing leaders, maintaining operational readiness, and positioning the department for continued growth and success