Accounting Manager, Onboarding

The Role

We are seeking a motivated individual to join our team as an Accounting Manager - Client Onboarding and Cleanup. This is a full-time role responsible for managing, reviewing, and approving the work of the team throughout the client onboarding and cleanup process. This role presents an exciting opportunity to lead the onboarding efforts for new FSM clients, streamline client accounting systems, and drive process improvements for both FSM and its clients.

If you are a proactive and detail-oriented accounting professional with a passion for financial excellence and team leadership, we encourage you to apply for the Accounting Manager - Client Onboarding and Cleanup position with FSM. Join our team and make a significant impact in driving financial success for our clients and our company.

Responsibilities

Team Management

• Lead and manage the team responsible for client onboarding and cleanup activities.
• Plan, assign, and prioritize tasks to ensure timely and accurate completion of client deliverables
• Provide guidance, training, and mentorship to team members to enhance their skills and capabilities

Client Onboarding

• Oversee the onboarding process for new FSM clients, ensuring a smooth transition and setup of accounting systems and processes
• Review and approve documentation and information gathered from clients to establish accounting records and communication channels

Account Cleanup Oversight

• Review existing accounting records, financial statements, and transactions for new FSM clients to identify discrepancies, errors, and inconsistencies
• Provide guidance and direction to team members on reconciling accounts, preparing and adjusting journal entries, and rectifying errors

Financial Reporting Review

• Review month-end reporting packages with financial statements and variance analysis prepared by the team for new FSM clients
• Ensure compliance with generally accepted accounting principles (GAAP) and Revenue Recognition (ASC 606) standards

Process Improvement

• Assess clients' current accounting processes, systems, and internal controls to identify areas for improvement
• Develop and implement standardized procedures, workflows, and checklists for client cleanup and onboarding activities

Quality Assurance and Client Service

• Ensure deliverables meet FSM's quality standards and communicate engagement matters to clients, managers, and partners
• Provide high-quality client service and address client inquiries or concerns promptly and effectively

Job Requirements

Professional background

• Strong understanding of financial statement preparation, account reconciliations, and financial reporting
• Comprehensive knowledge of cash flow management, budgeting, and forecasting
• Expert level proficiency with Microsoft Excel and other technology and systems skills
• Hiring, training, and retaining skilled accounting staff

Soft skills

• Ability to lead and manage a team, including planning, assigning tasks, and providing feedback.
• Strong communication skills and ability to interact effectively with internal and external partners.
• Self-starter with strong organizational skills and exceptional attention to detail.
• Continuous learner who seeks and uses constructive feedback for improvement.
• Comfortable working remotely in a dynamic environment.

Education

• Bachelor's degree in Accounting or Finance is required
• CPA preferred but is not required (the company will reimburse exam costs following successful completion)

Benefits and Perks

• Compensation commensurate with experience
• Flexible work schedule
• Unlimited vacation
• Medical, dental, and vision insurance
• Ongoing education and training
• Bonuses