Manager US Bookkeeping & Financial Advisory

5 - 9 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an experienced bookkeeping leader, you will be responsible for managing accounting operations for multiple small U.S.-based businesses and providing strategic financial support. Your role will involve overseeing bookkeeping activities, client communication, and strategic financial guidance similar to that of a fractional CFO or controller. Leading a team of analysts and senior analysts, you will ensure the delivery of high-quality work and collaborate directly with clients to help them interpret their financial data and enhance their business decision-making processes. **Key Responsibilities:** - Review and finalize bookkeeping work before delivering it to clients. - Manage month-end and year-end close processes. - Quickly identify and resolve discrepancies to uphold accurate financial records. - Act as the primary point of contact for assigned clients. - Present financial results, explain variations, and recommend enhancements. - Gain insights into each client's business to provide tailored operational and financial advice. - Offer recommendations on cash flow management, cost control, and profitability trends. - Provide strategic guidance on funding options, cash flow optimization, and identifying potential cost-saving opportunities. - Prepare and maintain 13-week cash flow forecasts. - Analyze vendor spending to pinpoint savings opportunities. - Develop and update financial models to support decision-making. - Conduct variance analysis against budgets and forecasts. - Create management reporting packages, dashboards, and KPI reports for client evaluations. - Lead and mentor a team of bookkeeping professionals. - Assign workloads to ensure deadlines and quality benchmarks are achieved. - Conduct regular performance evaluations and deliver coaching to team members. **Qualifications Required:** - 5+ years of U.S. bookkeeping/accounting experience, including a minimum of 2 years in a supervisory or client-facing capacity. - Proficiency in QuickBooks (Online/Desktop) and Xero; familiarity with tools like Bill.com, Gusto, ADP is advantageous. - Sound knowledge of U.S. GAAP for small business accounting. - Excellent communication skills for engaging with U.S. clients. - Ability to articulate financial results and offer actionable recommendations. - Prior experience in team management and ensuring work accuracy and quality.,

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