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Overview
They are seeking a proactive, detail-oriented, and client-facing professional capable of leading and mentoring a team, managing multiple priorities, and ensuring both accuracy and compliance across all financial activities.
Responsibilities
- Accounting Oversight & FP&A: Lead all accounting and financial planning activities for client accounts, including budgeting, forecasting, cash flow, and monthly reporting.
- Compliance, Controls & Technical Execution: Oversee AP/AR, reconciliations, journal entries, and month/year-end closes. Ensure GAAP compliance, meet tax requirements, and reflect accurate performance insights. Lead timely tax filings and implement tax strategies.
- Continuous Improvement: Continuously improve SOPs, implement automation tools, and strengthen internal controls.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field
- Experience in financial statement preparation and general ledger functions
- Proficient in QuickBooks Online (is a MUST)
- Familiarity with project management and accounting tools such as ClickUp and Keeper
- Exceptional leadership and team management skills
- Experience with tax planning strategies
- Familiarity with financial analysis and reporting tools
- Bilingual in Spanish
- Knowledge of Slack-like communication platforms and advanced Excel functions
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