Accounting Manager
- Serve as the primary point of contact for assigned clients, fostering strong relationships built on trust, reliability, and proactive communication.
- Lead recurring client meetings to review financial performance, discuss challenges, and identify opportunities for improvement.
- Translate financial data into clear insights and recommendations to support client decision-making.
- Lead and complete the month-end close process for assigned clients, ensuring accuracy, timeliness, and adherence to CAP3 standards.
- Review financial statements, reconciliations, and supporting documentation for completeness and accuracy.
- Coordinate with CFOs and internal leadership to escalate client needs, special projects, or complex accounting matters.
- Review work completed by accounting support team members for quality, accuracy, and compliance with CAP3 policies and accounting standards.
- Provide coaching, feedback, and professional development support to team members.
- Remain willing and able to perform all responsibilities of accounting support roles when needed.
- Evaluate and improve internal and client processes to increase efficiency, effectiveness, and accuracy.
- Ensure all internal and client deadlines are met.
- Promote continuous improvement and focus on delivering added value to the clients we serve.
- Comply with CAP3 Core Values, Standards, Policies, and Procedures.
- Proficient with Microsoft Excel
- Ability to adapt to new technology
- Strong attention-to-detail
- Professional organizational and communication skills
- Discretion, integrity, and high ethical standards
- Welcoming of feedback/coachable
- Committed to ongoing personal and professional growth
- Multi-tasker
- Positive attitude
- Flexible, able to prioritize and manage time well
- Desire to serve and deliver exceptional client service
- Experience with QuickBooks Online
- Experience with payroll
- Comfortable with Microsoft Teams and various other web-based applications
- Minimum of Three (3) years of accounting experience preferred
- Experience with clients in various industries to include one client with inventory
- Experience with leading client meetings
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