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Accounting & Finance Manager | Outsourced Accounting Services

Accounting & Finance Manager | Outsourced Accounting Services

CBIZSan Diego, CA, US
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CBIZ Accounting Position

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions and Primary Duties

  • Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs
  • Monitor the financial performance of clients
  • Compile and analyze financial reporting packages
  • Prepare monthly and annual operating budgets
  • Develop and manage financial controls in accordance with the company's procedures
  • Communicate financial metrics to senior management
  • Provide leadership and support to accounts receivable and accounts payable departments
  • Review relevant work papers and account reconciliations, including payrolls processed
  • Review monthly financial statements, including cash flow statements
  • Research complex accounting transactions and document conclusions
  • Supervise, mentor, and train team members
  • Network with industry professionals to generate new engagements
  • Travel to local client sites as needed

Preferred Qualifications

  • Master's degree in Accounting, Taxation or related field
  • Active CPA or equivalent certification
  • Advanced proficiency in cloud-based accounting platforms (QuickBooks Online, Bill.com, Gusto, and similar)
  • Minimum Qualifications

  • Bachelor's degree
  • 6 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology
  • The annual salary target for this job in this market is $105,000-$135,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

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    Manager Finance Accounting • San Diego, CA, US

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