- Responsibilities Process review / recommendation on efficiencies Responsible for assessing current operational processes;
- facilitate discussions with team members and clients to assist in determining the baseline of workflow and current processes Perform quantitative and qualitative analysis to determine process gaps;
- consolidate findings and recommend areas of improvement Develop and present operations plan to implement recommended changes to leadership inclusive of timeline Design and test best practices / recommended improvements Accounting Responsible to support client accounting needs May lead other team members in handling accounting activities Analyze and record financial statements;
- recommend areas to streamline costs or to enhance revenue Prepare financial reports Prepare financial reports to support audits;
work with auditors to provide data Prepare financial reports to support tax obligations Issue financial analysis of financial statements on monthly and as-needed basis Comply with local, state, and federal government reporting requirements Support audit preparations Support tax preparation Qualifications Bachelor’s Degree in a business discipline or equivalent, relevant experience Project management ability to oversee, plan, and highlight critical paths (resources and timelines) Demonstrated expertise in QuickBooks (QBO preferred) Has experience managing multiple clients as a consultant or for a consulting firm Demonstrated expertise in Accounting Software (e.
g. Sage Intacct, JDE, etc.) or general tech knowledge (SaaS, Cloud tech) Accounting complexity (payroll / HR compliance, regular closing with supporting knowledge) Audit and tax prep knowledge Organization checklists, task lists;
how they organize / schedule Experience in developing workflows / process improvements Ability to manage / train / monitor At least two years of experience in a senior accounting role Great communication skills Powered by JazzHR
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