Manager- US Bookkeeping & Financial Advisory

Role Summary

We are seeking an experienced bookkeeping leader who can manage accounting operations for multiple small U.S. based businesses and provide strategic financial support.

This role blends hands-on bookkeeping oversight with client communication and strategic financial support similar to a fractional CFO or controller. You will lead a team of analysts and senior analysts, ensure high-quality deliverables, and work directly with clients to help them understand their numbers and make better business decisions.

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.