Success Factors

Responsibilities

• Oversee accounting functions for a portfolio of businesses, ensuring accuracy and adherence to deadlines, including accounts payable/receivable, bank transactions, payroll, and financial statement preparation
• Manage and lead engagement teams, including offshore resources, to deliver high-quality service to each assigned client
• Coordinate and execute month-end close procedures for clients, including review and approval of team members' work
• Prepare for and participate in month-end close meetings, including financial statement analysis and client meetings
• Produce monthly and annual financial statements and reporting for clients, presenting results to clients or governing bodies as necessary
• Establish and maintain standardized accounting procedures and processes to streamline operations

• Develop a deep understanding of each client's industry, business model, accounting operations, and financial management requirements
• Identify and implement technology or process improvements to enhance efficiency and automation of client engagement workflow
• Create engagement budgets and leverage technology and staffing to meet economic objectives, monitoring work progress against budgeted time and completion dates
• Direct various levels of staff to ensure the achievement of project objectives, stepping in to assist directly when needed
• Ensure quality control through the review of the client work performed by other service line leaders
• Research and propose solutions to client issues, collaborating with Team Leads to address and resolve client concerns
• Contribute to developing best practices, and effectively communicate with both team members and clients
• Follow up with client communications, ensuring high levels of client satisfaction and addressing ad hoc inquiries and tasks
• Participate in continuing professional education (CPE) and training sessions to maintain and enhance expertise
• Attend business development events and meetings to foster growth and networking opportunities for the firm
• Any other duty as needed to drive to the vison, fulfill the mission, and abide by the values of RKL Virtual Management Solutions

People Management and Relationships

• Cultivate and strengthen client relationships by understanding their business goals, ensuring responsive communication, and consistently meeting or exceeding their service expectations
• Lead client meetings with strategic focus, addressing critical financial matters, reviewing progress, and collaboratively setting goals to drive future success
• Proactively seek and value client feedback to enhance service delivery and reinforce a trusting, respectful partnership
• Promote a cooperative team atmosphere by offering support to colleagues, sharing knowledge, and aligning efforts to achieve collective objectives
• Demonstrate respect and build trust with both team members and clients through transparent communication, reliability, and a commitment to ethical conduct
• Take personal responsibility for the quality and timeliness of work, actively pursuing professional growth and being receptive to new ideas and constructive feedback

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Knowledge, Skills, and/or Ability

• Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
• Problem solving skills; ability to shift focus and adapt to changes
• Proficiency with Microsoft Word, Excel and Outlook
• Excellent organizational skills with a strong attention to detail
• Ability to thrive and adapt in a fast paced environment
• Excellent attention to detail with the ability to manage multiple project

Education, Experience and Certifications

• Bachelor’s degree in Accounting, Finance or related field strongly preferred
• Minimum of 10 years general accounting experience in a corporate setting required
• CPA certification or other relevant certification a plus

Essential Functions

• Must be able to remain in a stationary position as needed