Team Lead Accounting overseeing financial reporting and team development in the finance department. Responsible for process optimization and ensuring compliance with accounting regulations.
About the role
- Accounting Manager developing relationships with clients for financial reporting needs at CBIZ Inc. Overseeing client engagements, financial performance, and reporting packages in a hybrid role.
Responsibilities
- Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs
- Monitor the financial performance of Clients
- Compile and analyze financial reporting packages
- Prepare monthly and annual operating budgets
- Develop and manage financial controls in accordance with the company’s procedures
- Communicate financial metrics to senior management
- Provide leadership and support to accounts receivable and accounts payable departments
- Review relevant work papers and account reconciliations, including payrolls processed
- Review monthly financial statements, including cash flow statements
- Research complex accounting transactions and document conclusions
- Supervise, mentor, and train team members
- Network with industry professionals to generate new engagements
- Travel to local client sites as needed
Requirements
- Bachelor’s degree
- 6 years of experience in public accounting or related field
- 3 years supervisory experience
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
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