
Chief Financial Operations Officer
2 semanas atrás
This is a high-ownership role for an expert in QuickBooks, who thrives in a remote environment and enjoys leading others to operational excellence.
About the Position:We're seeking a skilled Accounting Manager to oversee our bookkeeping operations. As a key member of our team, you will be responsible for managing accounting teams, performing reconciliations, and ensuring timely and accurate reporting.
Responsibilities:- Team Leadership & Coaching:
- Manage, coach, and mentor 2–3 bookkeepers while fostering a culture of ownership and accountability.
- Perform regular quality reviews and coach staff on bookkeeping best practices, including client-specific standards.
- Conduct 1 : 1s, performance check-ins, and ensure timely completion of client deliverables.
- Client Relationship Management:
- Serve as the primary escalation point for complex client queries.
- Support clients directly during transitions (e.g., from a retiring bookkeeper) and lead onboarding if necessary.
- Ensure accurate and responsive communication, including written correspondence and live client calls.
- Accounting Oversight:
- Perform or supervise reconciliations for bank accounts, credit cards, loans, and vendor accounts.
- Ensure timely and accurate reporting: monthly closes, balance sheet reviews, and journal entries.
- Manage vendor payments and reconcile AP / AR activity as needed.
- Process & Tools Management:
- Own task management in Asana, ensuring SOPs and workflows are followed and documented.
- Maintain high-quality reporting and documentation using QuickBooks Online, Excel, and cloud tools.
- Contribute to internal process improvement projects and cross-functional initiatives.
- Strategic & Operational Contribution:
- Participate in leadership meetings and provide input on planning, growth strategy, and hiring needs.
- Identify potential service improvements, automation opportunities, or workflow bottlenecks.
- Work closely with leadership to support scalability and client satisfaction.
- 5+ years of full-cycle bookkeeping / accounting experience (U.S. or Canadian clients preferred).
- 2+ years of experience managing accounting or bookkeeping teams.
- Strong proficiency in QuickBooks Online (desktop knowledge is a plus).
- Experience using Asana, Slack, Zoom, and G Suite tools.
- Knowledge of Canadian tax systems and reconciliation processes is a major plus.
- Strong verbal and written communication skills in English.
- Proven ability to troubleshoot, prioritize, and problem-solve autonomously.
- Strong understanding of remote work environments and digital workflows.
- You're an excellent bookkeeper yourself and know how to coach others to your standards.
- You're passionate about leadership and can keep multiple projects moving forward.
- You're calm under pressure, adaptable with shifting priorities, and thrive in a remote-first culture.
- You're a great communicator—especially in writing—and value clear, structured collaboration.
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