Demo

Accounting Manager

Flores Financial Services Inc
Santee, CA Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 3/15/2025

Title: Accounting Manager

Reports to: Director of Accounting

Status: Salaried-Exempt

Pay Range: $70,051.87-$94,776.06 (aligned with company's pay band structure)

Benefits: Medical, Dental, Vision, SIMPLE IRA (3% employer match) Flexible schedules, remote opportunities


Summary Description

The Accounting Manager (AM) is responsible for successfully leading an accounting team to ensure excellent customer service, team accountability, accurate and timely financials to the clients and overall team profitability. Responsibilities include managing the accounting team and client base. The focus is on accountability of deliverables to clients, ensuring customer financials are accurate and customer service is stellar. The responsibility is also to lead your accounting team and ensure the successful completion of accounts payable, payroll and related journal entries, postings to general ledger accounts, period end processing and overall customer satisfaction.


Key Responsibilities

Client Relationship Management

Serve as the primary AS contact for assigned clients, ensuring all AS services are delivered effectively and efficiently. Consult with clients on AS-related matters, including compliance, financial reports, accounting procedures and service improvements. Conduct regular client check-ins and satisfaction reviews, resolving issues and providing solutions proactively. Utilize quality improvement processes to document procedures and to improve procedures.


Service Delivery & Operations

Oversee AS services such as accounts payable, general ledger, intercompany reconciliations, accounts receivable, treasury services and custom reporting. Ensure AS processes are compliant with GAAP and company policies. Manage the integration of AS systems and partnered platforms, ensuring accurate and timely financial reporting packages for each client.


Team Leadership & Management

Lead, mentor and develop the AS team members, assign tasks, conduct performance reviews, and set development goals. Ensure the team meets client service-level agreements (SLAs) and maintains high-quality service standards. Participate in the recruitment process of new team members for the AS department. Provide training and guidance on new policies and procedures, ensuring the team is up to date on AS best practices and KPI's are met. Foster a continuous learning environment and professional growth within the team.


Compliance & Risk Management

Stay informed on changes in federal, state, and local accounting regulations and laws to ensure client compliance.

Implement and manage accurate AS processes for clients, including but not limited to audits, reconciliations, year-end filings with CPA, 1099s, and sales tax filings. Address any potential compliance risks and proactively resolve issues.


Process Improvement & Strategy

Identify opportunities to improve AS service delivery and streamline operations. Lead or participate in AS projects aimed at enhancing client satisfaction and operational efficiency. Collaborate with senior leadership to align AS strategies with company goals. Advise and aim to provide platinum customer service to clients and employees enabling proper utilization and maintenance of standard operating procedures (SOPs).


Training & Client Support

Conduct training sessions on AS policies, procedures, and compliance for both clients and internal AS staff. Assist with onboarding/offboarding clients to ensure smooth integration into AS services. Provide ongoing support and guidance to clients on AS best practices via weekly client recaps and regularly scheduled partnership meetings.


Qualifications

Education

  • A Bachelor's degree in Accounting, Business Administration, or a related field required
  • Experience in or certification in AS programs (SAGE Intacct, Excel, QuickBooks, R365) is a plus.

Experience

  • 5 years of progressive bookkeeping experience, with at least 2 years in a management or client services role
  • Strong knowledge of both Federal and State accounting principles and laws.
  • Experience with auditable ERP, workflows and internal controls.

Skills & Competencies

  • Strong problem-solving and conflict resolution skills
  • Excellent written and verbal communication
  • High attention to detail, with analytical and organizational skills
  • Ability to manage multiple clients and prioritize effectively to meet deadlines
  • Leadership, mentoring and independent decision-making skills
  • Proficiency in Microsoft Office applications (Word, PowerPoint, Excel, Outlook) and ERP systems
  • Ability to follow professional appearance and dress code guidelines

Work Environment

This position operates in a professional office environment and requires regular use of standard office equipment such as computers, phones, and copy machines. Some travel to client sites may be required. Flexibility in working hours may occasionally be necessary.


Physical Requirements

Must be able to sit for extended periods and work on a computer. Occasional lifting of up to 15 pounds may be necessary.


Benefits

Comprehensive benefits package including medical, dental, vision, 401(k), paid time off, and opportunities for professional development.


Equal Employment Opportunity

FLORES is committed to providing equal employment opportunities to all employees and applicants, regardless of race, color, religion, sex, national origin, age, disability, or any other legally protected status.


Important Disclaimer Notice - The job duties, elements, responsibilities, skills, functions, experience, education factors, and the requirements and conditions listed in this job description are representative only and are not exhaustive of the tasks that an employee may be required to perform. The Employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business or the work environment change.

Salary : $70,052 - $94,776

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