Eide Bailly - Spokane, WA

posted 2 months ago

Full-time - Senior
Spokane, WA
Professional, Scientific, and Technical Services

About the position

As an Outsourced Accounting Senior Manager at Eide Bailly, you will play a pivotal role in mentoring and overseeing the financial reporting operations for our outsourced clients, effectively acting as their Chief Financial Officer (CFO). Your responsibilities will include reviewing periodic financial reports, preparing client budgets, and developing key performance indicators (KPIs) and other management reports. You will implement a comprehensive set of controls designed to mitigate risk and enhance the accuracy of the client's financial results. Additionally, you will be responsible for mentoring and training employees within the outsourced accounting services area, ensuring they are equipped with the necessary skills and knowledge to excel in their roles. A typical day in this position will involve managing client relationships by monitoring their needs and adding value to the professional services provided. You will oversee a team of outsourced accountants, working collaboratively to deliver accounting services tailored to the unique requirements of each client. This role requires you to work closely with clients to assess their evolving business and financial needs, utilizing technology to account for all transactions in real-time. You will customize financial reporting to meet client specifications, analyze key performance indicators, and provide ongoing advice regarding historical financial information and projections. In addition to these responsibilities, you will oversee the month-end and quarter-end processes, including reviewing month-end balances, journal entries, and general ledger account analyses. You will also ensure the preparation of necessary reports, returns, and documents, such as sales tax reports and year-end tax forms. Your role will involve evaluating the costs, benefits, and risks of alternative solutions to client problems, marketing the services provided by the outsourced accounting team, and developing new product offerings based on client needs. Furthermore, you will participate in community organizations and industry functions, ensuring timely and accurate performance on assigned projects while maintaining compliance with project budgets and deadlines.

Responsibilities

  • Mentor and oversee the ongoing financial reporting operations of outsourced clients.
  • Perform review of periodic financial reports and prepare client budgets.
  • Implement a comprehensive set of controls to mitigate risk and enhance accuracy of financial results.
  • Manage client relationships by monitoring client needs and building value into professional service.
  • Oversee a team of outsourced accountants providing accounting services for clients.
  • Work closely with outsourced accounting clients to assess their business and financial needs.
  • Utilize technology to account for all transactions in real-time.
  • Customize client financial reporting to meet their needs.
  • Prepare and analyze client's key performance indicators and management reports.
  • Provide ongoing advice to clients regarding historical financial information and projections.
  • Oversee the month/quarter/period end process including review of month-end balancing and journal entries.
  • Evaluate costs, benefits, and risks of alternative solutions to client problems.
  • Market services provided by the outsourced accounting team and cross-sell services offered by others within the firm.
  • Develop new product offerings based on identified client needs.
  • Provide mentoring and technical training for staff and managers in outsourced accounting services.
  • Manage client billings to ensure they reflect the accounting services provided.
  • Participate in community organizations and industry functions.
  • Ensure timely and accurate performance on assigned projects.

Requirements

  • Bachelor's Degree in Accounting preferred; equivalent combination of education and experience may be substituted.
  • 10+ years of accounting or bookkeeping experience required.
  • Valid CPA or CMA license or working towards obtaining one preferred.
  • Strong knowledge of GAAP and comfort handling complex accounting issues.
  • Skilled in networking and developing business.
  • Ability to think innovatively to incorporate technology solutions and streamlined processes.
  • Ability to communicate clearly in writing and verbally.
  • Ability to work on multiple projects and meet deadlines by setting priorities.
  • Ability to establish and maintain effective working relationships with co-workers and clients.
  • Proficient with computers, Microsoft Office (Word and Excel), QuickBooks, and various software packages.

Nice-to-haves

  • Experience in a leadership role within an accounting firm.
  • Familiarity with advanced accounting software and tools.

Benefits

  • Generous paid time off
  • Comprehensive medical, dental, and vision insurance
  • 401(k) profit sharing
  • Life and disability insurance
  • Lifestyle spending account
  • Certification incentives
  • Education assistance
  • Referral program
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