Accounting Operations & Client Bookkeeping Manager

Overview

• Lead a remote accounting operations team, managing bookkeeping and financial reporting for a diverse client portfolio.
• Oversee a team of nine professionals, ensuring accurate and timely workflow execution and client deliverables.
• Utilize Keeper or similar tools to monitor workflow, quality, and deliverables across multiple clients.
• Collaborate with clients to resolve financial discrepancies and align expectations effectively.
• Design and document workflows for accounts payable, receivable, prepaids, accruals, and period-end cutoffs.
• Review and approve monthly financial statements, ensuring completeness and alignment with supporting schedules.
• Identify process gaps and automation opportunities, implementing standard templates and review checklists.
• Monitor workload across clients, reassign tasks, and recommend hiring or outsourcing as needed.

Key Responsibilities & Duties

• Direct, mentor, and develop a team of accounting professionals across multiple levels and locations.
• Manage the end-to-end close calendar using Keeper or similar tools for task tracking.
• Maintain regular communication with clients to resolve open items and clarify transactions.
• Oversee bookkeeping staff to ensure timely and accurate entry of all financial activity.
• Design and oversee workflows for accounts payable, receivable, prepaids, accruals, and period-end cutoffs.
• Review and approve monthly financial statements prior to client distribution.
• Identify process gaps and implement improvements for quality and efficiency.
• Monitor workload across clients and recommend staffing adjustments as needed.

Job Requirements

• Bachelor of Science (BS) degree in accounting or related field required.
• Minimum of 5 years progressive accounting experience in consulting and advisory firms.
• At least 2 years in a supervisory or team-lead capacity preferred.
• Strong knowledge of AP, AR, prepaids, accruals, and period-end close processes.
• Experience with cloud accounting ecosystems like QuickBooks Online or NetSuite.
• Proficiency in Keeper or similar close/workflow management tools preferred.
• Advanced Excel skills, including data manipulation and working with large datasets.
• Strong communication skills for translating accounting findings into actionable guidance.