About the Role
Financial Reporting Account Manager (Remote- US Based)
Job Summary
Our firm is growing and we are looking for a full-time Account Manager to be based remotely within the U.S. The Account Manager supports a portfolio of clients by overseeing all areas relating to their general ledger. Working with clients staff and lay leaders, the Account Manager is expected to take initiative in maintaining the clients financial health.
Responsibilities
- Assist clients with annual budget entry, tracking expenses, and managing monthly contributions
- Oversee the bank reconciliation process and ensure accuracy
- Provide clients with detailed financial reporting (balance sheet, profit and loss statements, etc.)
- Manage the preparation and dissemination of year-end 1099s for appropriate vendors
- Work with Accounts Payable Manager on monthly client invoicing and general billing issues
- Communicate with clients on a regular basis via email and periodic meetings
- Maintain client specific documentation
- Assist in the standardization of books for any new clients
- Track and complete custom client projects
- Support clients that engage in audits/financial reviews
- Participate fully in team meetings and initiatives
- Other duties as required/assigned
Requirements
- Bachelors Degree in Accounting or related field
- 10+ years experience in public accounting or equivalent experience
- Experience in bookkeeping, record keeping, financial reporting, P/Ls and budgeting
- Experience with General Ledger systems
- Experience working with external auditors and the auditing process
- Intermediate-level knowledge of Excel, O365 and QuickBooks
- Proven track record with managing multiple clients and/or projects
- Excellent customer service skills
- Adaptable, flexible, and self motivated
- Excellent written and oral communication skills, including the ability to synthesize detail
- An unquestionable work ethic and the ability to accomplish established goals
- A high degree of attention to detail
- Capable of handling multiple high-priority projects along with routine responsibilities
- Commitment to being a team player in a remote environment
Preferred
- Experience with project management software (Monday, Asana, etc.)
- Controller-level experience for small to mid-sized company or non-profit
- Experience with non-profit and restricted funds accounting and reporting
- Strong analytical and problem-solving skills