- Process review/ recommendation on efficiencies
- Responsible for assessing current operational processes; facilitate discussions with team members and clients to assist in determining the baseline of workflow and current processes
- Perform quantitative and qualitative analysis to determine process gaps; consolidate findings and recommend areas of improvement
- Develop and present operations plan to implement recommended changes to leadership inclusive of timeline
- Design and test best practices/recommended improvements
- Responsible to support client accounting needs
- May lead other team members in handling accounting activities
- Analyze and record financial statements; recommend areas to streamline costs or to enhance revenue
- Prepare financial reports
- Prepare financial reports to support audits; work with auditors to provide data
- Prepare financial reports to support tax obligations
- Issue financial analysis of financial statements on monthly and as-needed basis
- Comply with local, state, and federal government reporting requirements
- Support audit preparations
- Support tax preparation
- Bachelor's Degree in a business discipline or equivalent, relevant experience
- Project management – ability to oversee, plan, and highlight critical paths (resources and timelines)
- Demonstrated expertise in QuickBooks (QBO preferred)
- Has experience managing multiple clients as a consultant or for a consulting firm
- Demonstrated expertise in Accounting Software (e.g. Sage Intacct, JDE, etc.) or general tech knowledge (SaaS, Cloud tech)
- Accounting complexity (payroll/ HR compliance, regular closing with supporting knowledge)
- Audit and tax prep knowledge
- Organization – checklists, task lists; how they organize/schedule
- Experience in developing workflows/ process improvements
- Ability to manage/ train/ monitor
- At least two years of experience in a senior accounting role
- Great communication skills
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Accounting Manager - Pleasanton, United States - LTD Global, LLC
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Description
Responsibilities
Accounting
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