Client Accounting Advisory Manager

US·Raleighmid

OtherAccounting

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Quick Summary

Key Responsibilities

Business Development: Develop external relationships with appropriate contacts, e.g., auditors, vendors, and bankers to promote awareness of Chazin & Company and our full range of services.

Technical Tools

OtherAccounting

As a team member of Chazin & Company – a premier provider of virtual outsourced accounting services for nonprofit organizations – the Client Accounting Advisory (CAA) Manager will develop a new service offering. The CAA Manager will motivate, teach, and direct a team providing high-level advisory and accounting services with the goal of providing consistent, high-value services for certain nonprofit clients. The CAA Manager is responsible for providing support, oversight, training and advice to clients and the assigned Chazin team.

Responsibilities of the CAA Manager:

Develop external relationships with appropriate contacts, e.g., auditors, vendors, and bankers to promote awareness of Chazin & Company and our full range of services.
Develop business relationships with these contacts to specifically market CAAS services
Assist in the development of marketing efforts for CAAS
Participate in teaching/webinars and speaking engagements to support the development of the service line.
Educate the client services team in CAAS offerings and support existing clients in providing specialized services beyond ongoing services engagements
Manage a portfolio of clients, with respect, professionalism, and responsiveness

Responsibilities

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→Provide accounting assessment services to new clients, including final written reports and leadership presentations.
→Provide CFO-level services to nonprofit clients including budget preparation, cash flow analysis, program level analysis, developing financial dashboards
→Present certain financial information to client Boards and/or Committees
→Manage the client audit process –scheduling with auditors and client; assisting/training accountants as required; establishing and enforcing deadlines; reviewing client assistance
→Train clients on interpretation of financial data
→Keep abreast of changes in financial regulations and communicating said changes to team

→Direct, coach, mentor, and review the work of a team
→Communicate regularly with clients and Executive Management relating to team performance
→Conduct performance reviews
→Implement and manage all CAAS-related activity (in conjunction with Executive Management, to include policies, procedures, etc.)
→Respond to client service concerns/issues
→Manage team billable hours to maximize utilization and efficiency
→Communicate regularly with accounting staff in team meetings, one-on-one meetings and informal check-ins
→Participate in all weekly leadership calls, quarterly all staff meetings and annual management retreats
→Communicate regularly with Executive Management regarding clients and staff

Requirements

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A Bachelor’s degree in Accounting
A minimum of eight years of broad-based accounting experience
A minimum of five years of nonprofit accounting experience
A minimum of three years of experience leading and managing a team
Experience advising leadership-level contributors
Two or more years of nonprofit audit experience is preferred
Active CPA is preferred
Extensive knowledge of GAAP
Ability to thrive in a virtual team-oriented environment
Excellent organizational, problem-solving, project management, and communication skills
Advanced knowledge of Microsoft Office, Excel, and multiple data management and analysis tools
Successful history of remote work and management of remote staff

What We Offer

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Chazin & Company offers competitive salary and benefits: 401(k) matching, medical/dental plan and PTO. We are a company committed to quality work, quality people and giving back to the community.