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Acceptance Process Manager
Acceptance Process ManagerWeaver • Houston, TX, US
Acceptance Process Manager

Acceptance Process Manager

Weaver • Houston, TX, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Acceptance Process Manager

Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

The Acceptance Process Manager will lead our team responsible for conducting conflict checks, background checks, and data integrity searches for new clients and new engagements. The manager will work with our new opportunity and client leads to gather and consider information on the projects and companies we are considering accepting or, in some cases, continuing, and to properly memorialize the information in our customer relationship management systems.

Essential Duties and Responsibilities :

  • Conduct and oversee the performance of conflict checks (including those intended to mitigate the risk of independence impairments).
  • Conduct and oversee the performance of background checks using our third-party application, including adhering to oversight policies and procedures for safeguarding confidentiality.
  • Conduct and oversee the performance of data integrity searches (through our third-party applications and through publicly available databases) intended to improve the quality of the data we maintain on the attributes of our clients.
  • In reference to carrying out their professional responsibilities, be familiar with and adhere to the relevant ethical requirements of the AICPA, as outlined in the Code of Professional Conduct, as well as those of state accountancy boards and professional societies for which any licenses are held.
  • Perform other duties as assigned.

To be successful in this role, the following qualifications are required :

  • Bachelor's degree
  • 5+ years in a similar position likely in a compliance heavy role
  • Data processing and searching
  • Management of a team of individuals, including in a virtual setting
  • Detail oriented nature
  • Interpersonal skills with a wide range of employees and partners at various experience levels
  • Additionally, the following qualifications are preferred :

  • Education related to the accounting profession
  • Compensation and benefits : At Weaver, our most valuable resources is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $150,000 to $175,000. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here.

    We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management / leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

    We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by :

    L earning into the experience of exploring new ideas for each individual's growth as a leader.

    E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities.

    A dapting to the transformation that takes place as a result of participating in the program.

    D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching.

    People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

    What's next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!

    Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

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    Manager • Houston, TX, US

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