
Lead Financial Specialist
Há 2 dias
We are seeking a seasoned Financial Operations Manager to lead onboarding projects, oversee financial statement preparation, and manage multiple client relationships.
About the Position- This role involves collaborating with clients across various industries to deliver high-quality financial services.
- The ideal candidate will possess strong analytical skills, excellent communication abilities, and experience working with cloud-based accounting platforms.
The selected candidate will have a solid understanding of GAAP-based accounting principles, experience with QuickBooks Online, and a proven track record of managing multiple clients simultaneously.
Key Responsibilities:- Onboarding Project Management: Coordinate multiple onboarding projects at once, ensuring timely completion and maintaining client satisfaction.
- Financial Statement Preparation: Prepare accurate, accrual-basis financial statements for clients, highlighting key financial trends and areas for improvement.
- Client Relationship Management: Foster strong relationships with clients through effective communication, issue resolution, and proactive problem-solving.
- 1-3 years of experience in accounting or finance, preferably in a small or mid-sized CPA firm.
- Strong knowledge of GAAP-based accounting principles and financial reporting standards.
- C1 English fluency or equivalent, with excellent written and verbal communication skills.
- Experience working with multiple clients from diverse industries, with a focus on e-commerce accounting.
- QuickBooks Online certification is highly desirable but not mandatory.
- E-commerce accounting experience and familiarity with cloud-based accounting platforms.
- You excel in fast-paced environments where adaptability and problem-solving are essential.
- You take pride in delivering high-quality results and enjoy building strong relationships with clients and colleagues alike.
This position is perfect for individuals who thrive in dynamic environments, prioritize exceptional customer service, and maintain a keen eye for detail.
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