Senior Client Relations Manager

2 months ago


San Diego, California, United States Novate Legal Search Full time
Job Overview

We are seeking a Senior Client Relations Manager to join our team at Novate Legal Search.

This role is pivotal in managing the financial operations of our firm, ensuring the integrity of financial reporting and compliance with established standards. The successful candidate will oversee the accounting functions, including the preparation of timely financial statements, maintenance of comprehensive accounting records, and implementation of effective controls and budgets to minimize risk.

The Senior Client Relations Manager will also be responsible for cash management and risk assessment, which includes overseeing collections and billable hours. A strong grasp of financial reporting and the general ledger is essential. This position provides critical financial insights to the Senior Management Team, including profitability assessments and financial forecasting.

Key Responsibilities:

  • Preparation of financial reports
  • Cash flow analysis and forecasting
  • Management of balance sheet schedules and payroll
  • Oversight of all accounting department operations, including standard operating procedures and transaction processing
  • Supervision of staff involved in accounts receivable/accounts payable and bank reconciliations
  • Management of invoicing and time tracking processes
  • Development of annual budgets
  • Trust accounting, including the management of client accounts within legal software
  • Coordination of monthly, quarterly, and annual financial closings
  • Analysis of budget variances and reporting significant findings to management
  • Conducting weekly financial meetings with executive leadership
  • Collaboration with external accounting firms for tax preparation and audits
  • Ensuring compliance with governmental reporting requirements and tax obligations

Qualifications:

  • Bachelor's Degree in Accounting, Finance, or a related discipline; professional certification (e.g., CPA) is advantageous
  • Experience in mid-sized firms, particularly in legal or trust accounting environments is preferred
  • A minimum of 5 years in accounting roles
  • Strong attention to detail, leadership capabilities, and management experience are essential
  • Experience in financial forecasting is a plus
  • Familiarity with QuickBooks and/or Clio is preferred
  • Proficient in Microsoft Office Suite, including Outlook, Excel, Word, PowerPoint, and Teams

Compensation:

  • Competitive base salary range of $100,000 - $120,000 per year, based on experience
  • Comprehensive benefits package, including medical coverage and retirement plans

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