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Senior Accounting Manager
Senior Accounting ManagerConsultative Search Group • Los Angeles, CA, US
Senior Accounting Manager

Senior Accounting Manager

Consultative Search Group • Los Angeles, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

A large and prestigious business management firm seeks a Senior Manager, Business Management to join their dynamic team.

The firm is searching for an experienced senior manager to lead a dedicated service team handling a group of several large clients. The role requires deep technical accounting knowledge, the ability to communicate with, and provide sound financial advice to, high-level clients, communicate with Partners, as well as manage a team of people. This position is part of the management team and will participate in key decisions that affect the operations of the entire firm.

RESPONSIBILITIES :

  • Lead and manage one or more business management client service teams
  • Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed.
  • Review financial statements, tax returns, cash flow reports, other financial reporting and client meeting packages.
  • Prepare financial statement summaries as required for Partners.
  • Assist partners with special projects including, but not limited to real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting.
  • Regular communication with Partners regarding client financial matters.
  • Regular communication with Clients to answer questions, fulfill requests, and provide financial advice when needed.
  • Attend client financial meetings.
  • Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes.
  • Coordinate with the tax department on client tax matters
  • Other related duties as assigned.

REPORTING & COMMUNICATION

  • Oversee and review weekly, monthly, quarterly and annual financial reporting
  • Ensure financial data is accurate and current at all times
  • Review all client reports prior to being sent
  • Provide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clients
  • Communicate regularly with clients regarding their financial position, projections, and cash management
  • Communicate regularly with client's staff as applicable
  • Communicate regularly with Partners regarding client's financial position

    • PLANNING

  • Assist in preparing Client's short and long term financial projections
  • Monitor and direct the implementation of strategic business plans
  • Manage cash flow between Client entities, investment accounts, and bank accounts and plan for future cash needs.
  • Provide input to the tax department to create annual tax projections

    • OPERATIONS

  • Participate in key decisions as a member of the management team
  • Provide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.
  • Manage one or more business management accounting teams
  • Ensure deadlines are being met, and internal processes and procedures are being followed.
  • Work as part of the new client onboarding team as needed.

    • RISK MANAGEMENT

  • Regularly review client insurance policies and coverage levels
  • Monitor any open legal issues involving the Client
  • Advise client on appropriate and reliable control systems for staff and entities

    • QUALIFICATIONS :

  • Bachelor's degree in Accounting preferred; or other related Business field
  • Certified Public Accountant or Enrolled Agent preferred
  • 7+ years of related experience in the Business Management field and / or working with high-net-worth individuals

    • Many of our job openings can be viewed at https : / / jobs.crelate.com / portal / consultativesg

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