Director Accounting SMB, Client Service Leader

1 month ago

Orlando, United States Atlantix Partners Full time
Job DescriptionJob Description

Job Summary

Reporting to a Chief Deliver Officer- BPO, we are seeking a Client Service Director whose role is to lead the delivery for multiple client engagement projects & help support the growth of Atlantix Partners across the United States for smaller business organizations (i.e., start-up to $100 million revenue). In this role, you will be actively working on deliverables and leading client relations.

The role is ideal for someone highly driven with an entrepreneurial spirit who wants to make an impact

Responsibilities:

Accounting and Finance Advisory

  • Work both independently and collaboratively on diverse projects involving complex financial and operational challenges.
  • Based on your skills and interests, projects may include (but not limited to): Interim Controller/CFO, SEC reporting, M&A, SOX Compliance, Technical Accounting, ERP implementation, etc.

Account Management:

  • Function as the firm's representative during client engagements.
  • Help grow the company by supporting business development and identifying growth opportunities at both new and existing clients.
  • Craft client solutions, and partner with business development group in helping prepare or present client proposals.

Client Delivery:

  • Perform and oversee executive project management; leading teams to ensure effective project delivery, client satisfaction, and contractual deliverables.
  • Oversee client engagement budgets.
  • Work closely with resource management to assign required resources for client engagements.

Team Leadership:

  • Motivates, coach, and help train internal resources.

Qualifications:

  • 10-plus years of professional experience working in a client serving role at a top-tier public accounting firm, and/or a mix of financial advisory or private industry experience at the Controller or CFO level.
  • Bachelor's degree in accounting. Graduate studies and a CPA are highly preferred.
  • Proven experience managing multiple projects at the same time, leading teams, and managing client relations.
  • Experience developing approaches to client solutioning, developing work breakdown, and estimating resources needed.
  • Strong knowledge of GAAP with experience managing complex financial accounting and operational issues.
  • Deep experience in technical accounting such as Revenue Recognition, Lease Accounting, Purchase Accounting, etc.
  • Experience with Quickbooks is highly desired.
  • ERP Implementations are desirable assets.
  • Experience with privately owned or PE backed starts-ups and clients up to $100 million in annual revenue
  • Experience working with ERP systems and strong level of expertise with Excel.
  • Experience in advising clients on financial and transformation initiatives.
  • Ability to effectively communicate complex issues and solutions.
  • Someone who enjoys mentoring and coaching team members.
  • Values exceptional customer service.
  • Willing to travel according to client needs.

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