Client Accounting Advisory Services (CAAS) Manager
Company: Jobot
Location: Long Beach
Posted on: September 19, 2023
Job Description:
We are a rapidly growing accountancy firm established in Fresno
and rapidly expanding throughout the US. We will be adding 50 new
hires in the upcoming two years. Come check us out!This Jobot Job
is hosted by: Beau PenningtonAre you a fit? Easy Apply now by
clicking the "Apply" button and sending us your resume.Salary:
$136,000 - $165,000 per yearA bit about us:We are a rapidly growing
accountancy firm established in Fresno and rapidly expanding
throughout So Cal, NorCal, and Nevada. We will be adding 50 new
hires in the next two years. This role can be in the office at
either our Fresno Las Vegas or Long Beach locations, hybrid, or
remote. Come check us out!Why join us?
- Competitive pay and eligibility for an annual performance
bonus.
- Comprehensive, medical, dental, and vision insurance
benefits.
- Competitive Paid Time Off with daily accrual from day one of
employment, plus paid holidays.
- Paid Bereavement Leave
- Paid Jury and Witness Duty
- Paid Parental Leave
- Firm-paid life insurance.
- A 401(k) plan plus an employer match
- Profit-sharing plan and 3 separate bonus plans
- Paid Sick Leave
- Wellness programsJob DetailsJob Details:Our company is seeking
a dedicated and experienced Permanent Client Accounting & Advisory
Services (CAAS) Manager. This critical role will oversee and manage
all client accounting needs, providing insightful financial
analysis and advisory services. The successful candidate will have
a strong background in establishing internal controls, preparing
financial forecasts, and customizing client reports. They will also
have a knack for business development, identifying cross-selling
opportunities, and managing special projects. This role requires a
minimum of 3+ years of experience in a similar
position.Responsibilities:
- Establish, implement, and oversee internal controls and
guidelines for accounting transactions and budget preparation.
- Manage the preparation of business entity activity reports,
financial forecasts, and annual budgets.
- Create customized reports for clients based on their specific
needs.
- Oversee the production of business activity reports, ensuring
compliance with GAAP or financial reporting standards.
- Work closely with clients to assess their changing business and
financial needs.
- Present recommendations to management on short and long-term
financial objectives and policies.
- Provide financial analysis with an emphasis on capital
investments, pricing decisions, and contract negotiations.
- Prepare and analyze client KPIs and other management
reports.
- Provide ongoing advice to clients on historical financial
information and financial projections.
- Oversee client engagement team through
monthly/quarterly/period-end processes, including review of
month-end balancing, journal entries, analysis of GL accounts, and
financial statements.
- Utilize technology to account for all accounting transactions
for clients and provide recommendations to streamline
processes.
- Participate in business development and identify opportunities
to cross-sell value-added services to clients.
- Conduct client billing as needed.
- Assist with due diligence and advisory transaction
services.
- Provide project management for special projects as
needed.Qualifications:
- A minimum of 3+ years of experience in a similar role.
- Strong knowledge of GAAP and financial reporting
standards.
- Proven experience in establishing internal controls and
guidelines for accounting transactions and budget preparation.
- Experience in business development and cross-selling.
- Strong financial analysis skills with a focus on capital
investments, pricing decisions, and contract negotiations.
- Experience in preparing and analyzing KPIs and other management
reports.
- Excellent project management skills.
- Strong client service and communication skills.
- Ability to work closely with clients to assess their changing
business and financial needs.
- Proficiency in utilizing technology to account for all
accounting transactions and streamlining processes.
- Experience in conducting client billing and assisting with due
diligence and advisory transaction services.Interested in hearing
more? Easy Apply now by clicking the "Apply" button.
Keywords: Jobot, Long Beach , Client Accounting Advisory Services (CAAS) Manager, Executive , Long Beach, California
Didn't find what you're looking for? Search again!
Loading more jobs...