Manager – US Bookkeeping & Financial Advisory | Day Shift

Role Summary

strategic financial support

hands-on bookkeeping oversight

Key Requirements

• 5+ years of U.S. bookkeeping/accounting experience, with at least 2 years in a supervisory or client-facing role.
• Strong working knowledge of QuickBooks (Online/Desktop) and Xero; familiarity with Bill.com, Gusto, ADP is a plus.
• Solid understanding of U.S. GAAP for small business accounting.
• Excellent communication skills for interacting directly with U.S. clients.
• Ability to explain financial results and provide practical, actionable recommendations.
• Experience managing a small team and reviewing their work for accuracy and quality.

Responsibilities

Bookkeeping & Accounting

• Manage bookkeeping for multiple small-business clients, including AP, AR, bank/credit card reconciliations, payroll entries, accruals, and journal entries.
• Review and finalize work before delivery to clients.
• Handle month-end and year-end close processes.
• Identify and resolve discrepancies quickly to maintain accurate records.

Client Communication & Strategic Support

• Serve as the main point of contact for assigned clients.
• Present financial results, explain variances, and suggest improvements.
• Understand each client’s business to deliver tailored operational and financial advice.
• Provide insights on cash flow, cost control, and profitability trends.
• Offer strategic input related to funding options, cash flow management, and identifying potential cost savings or leakages.

FP&A Support

• Prepare and maintain 13-week cash flow forecasts.
• Conduct vendor spend analysis to identify savings opportunities.
• Develop and maintain financial models for decision support.
• Perform variance analysis against budgets and forecasts.
• Prepare management reporting packages, dashboards, and KPI reporting for client reviews.

Team Management

• Lead and mentor a team of bookkeeping staff.
• Allocate workloads to ensure deadlines and quality standards are met.
• Conduct regular performance reviews and provide coaching.