Engagement Manager

3 weeks ago


Tampa, United States Solved by Tanna Full time
Job DescriptionJob DescriptionSalary:

What is the role?

You will lead a team that performs clean-up and heavy reconciliation on our client’s accounting and financials records. 


You will manage the day-to-day performance of client projects.  Take ownership of end products and relationships.


You will participate in the analysis, design, and implementation of approaches.  You will contribute to developing tailor-made solutions. You will work cross departmentally to ensure results and continuous sustainment of changes.


You will guide and develop individual team members and ensure they have the support they need to learn and grow.


What does success look like in this role?

  • Management and execution for 2-7 clients in various engagement lifecycles.
  • Planned and organized.
  • Clear, concise, and timely communication to team and clients.
  • Maintaining and developing a team who, themselves, are meeting their success measures.
  • On-time and in budget.
  • Utilizing technology to drive efficiency and reduce redundancies for yourself, clients, and team.
  • Passionate about creating solutions and their positive impact on our clients.


Who, what, and how?

  • Based out of Tampa, FL
  • Leading a team of 1-5 consultants across multiple industries including medical, manufacturing, restaurants, real estate, professional services, and construction.
  • You will work within your team and cross functional with other divisions such as CFO/Controller, Month-end/Bookkeeping, Technology, etc.
  • You will be joining a growing firm that invests in your development as a leader and believes in your ability to make profound impacts on clients and their teams.
    • You will receive 1on1 development including leading high-performance teams, effective communication with stakeholders, execs and individuals, structure and execution of problem solving.
  • Local travel to client sites is required.

 

Other abilities required.

  • Mastery of Accounting Principles.
  • Mastery of moderate to complex account reconciliations. 
  • Strong ability to reconcile cross-systems and sources (2 to 4-way reconciliations).
  • Strong ability to clean-up years of accounting and financial records effectively and efficiently. 
  • Review and oversight of detailed and complex account reconciliations.
  • Monitor and review financial documentation for accuracy and compliance.
  • Establish and oversee processes for maintaining documentation.
  • Ability to switch cross-functional between multiple engagements.
  • Ability to document and maintain concise, relevant notes on complex matters.
  • Ensure and drive compliance to client’s internal policies and procedures.
  • Ability to consume large amounts of information about all aspects of a business including sales, quoting, project management, manufacturing/execution, accounting, and HR. 
  • Ability to document and maintain concise, relevant notes on complex matters.


Minimum qualifications (knowledge, skills, and abilities)

  • Bachelor’s in accounting.
  • 2-5 years accounting experience. 2+ years of experience in a similar role. 
    • Experience as a consultant in a professional services firm preferred.
  • Ability to break down and solve problems through quantitative thinking and analysis.
  • Ability to communicate effectively and efficiently.
  • Ability to lead and project manage teams of people towards common objectives.
  • Proficient in Microsoft Suite. (Teams, SharePoint, Outlook, Excel)


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