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Accounting Services Manager

2 months ago

Raleigh, North Carolina, United States FORVIS Full time
Position Overview:

We are seeking a skilled Manager to become a vital part of our Outsourced Accounting Services team. This role presents a unique opportunity to engage with clients and colleagues while delivering exceptional client service in a supportive atmosphere.

Key Responsibilities:
  • Conduct a thorough evaluation of a client's existing accounting framework and operational processes.
  • Provide strategic recommendations to enhance various elements of a company's financial operations.
  • Execute the proposed enhancements within a client's accounting system.
  • Support clients in management reporting, including budgeting, key performance indicators (KPIs), and other relevant metrics, along with internal assessments of these reports.
  • Investigate and develop innovative business technologies to optimize and expand the practice, including opportunities with current clients.
  • Lead a team of Outsourced Accounting professionals, focusing on continuous education, training, and professional growth.
  • Engage in the proposal process for potential clients.
  • Act as a representative of Forvis in both professional and business circles.
Ideal Candidate Profile:
  • Proven ability to prioritize tasks, manage changing priorities, and oversee multiple time-sensitive projects with various deadlines.
  • Outstanding presentation and communication skills, capable of effectively conveying information to executive management, public audiences, and board members.
  • Ability to succinctly highlight key objectives.
  • Enthusiasm and aptitude for mastering new software and technologies.
  • Capability to recognize ineffective approaches and seamlessly transition to alternative strategies.
  • Passion for mentoring and developing team members.
  • Willingness to travel as necessary for client engagements and professional events.
Minimum Qualifications:
  • Bachelor's degree in accounting, finance, or a related discipline.
  • A minimum of 7 years of experience in public accounting or organizational accounting operations, including proficiency in accounting systems, financial statement preparation, and oversight of accounting, payroll, and sales tax functions.
  • Ability to learn and navigate various accounting software and add-on platforms.
Preferred Qualifications:
  • Experience with accounting software, monthly/periodic processing and closing, and financial statement analysis and preparation.
  • Possession of CPA, CGMA, or CMA certification.
  • Advanced certification in QuickBooks Online.
  • Experience as a Sage Intacct user and Accounting Specialist Certification.
  • Background in business development.