Responsibilities + 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 Accounting  + 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 Qualifications + 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 Powered by JazzHR