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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in U.S. GAAP and full-cycle accounting while leading teams to deliver accurate financial reporting and efficient operations. Proven ability to build client relationships and support business development initiatives in the professional services industry.
Highest-signal resume keywords
U.S. GAAP ExpertiseFull-Cycle AccountingTeam LeadershipClient Relationship ManagementActive CPA or CMA License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingAccounts PayableAccounts ReceivableReconciliationsAccounting Systems DevelopmentFinancial Statement ReviewTechnical GuidanceClient OnboardingBusiness DevelopmentPricing Development
Soft Skills
CoachingCommunicationRelationship BuildingTeam CoordinationProblem Solving
Tools & Technologies
Cloud-Based Accounting Systems
Certifications & Qualifications
CPACMA
Industry Keywords
Professional Services IndustryPublic AccountingFinancial ManagementOutsourcing TeamsClient Engagement
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Lead a pod of managers and staff serving multiple clients.
- Plan and coordinate monthly finance and accounting services with clients and outsourcing teams to ensure timely, accurate work.
- Serve as a subject matter expert for the professional services industry.
- Provide technical guidance on U.S. GAAP.
- Help develop and maintain accounting systems supporting efficient operations and financial management across client engagements.
- Review periodic financial statements prepared for client use, compiled financial statements, and supporting schedules.
- Represent clients in communications with external auditors and internal decision-makers.
- Build proactive relationships with clients and cross-functional teams to obtain information needed for timely, accurate financial reporting.
- Support business development by participating in prospect meetings, developing pricing, and drafting engagement letters.
- Guide new-client onboarding, including client and staff training, resource allocation, and work assignments.
- Coach staff consultants and senior consultants in their career and skills development.
Requirements
What you’ll need- Bachelor’s degree in accounting, finance, or a related field, or equivalent work experience.
- Minimum of seven years of accounting experience, including experience in public accounting and professional services industry accounting.
- Minimum of two years of experience leading teams in a fast-paced environment.
- Experience with full-cycle accounting, including financial reporting, accounts payable and receivable, reconciliations, and U.S. GAAP requirements.
- Active CPA or CMA license (preferred).
- Experience with cloud-based accounting system conversions (preferred).
Benefits
Comp & perks- Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
