Job Summary:
To own client relationships end-to-end, coordinate the internal team of bookkeepers and analysts, and ensure financial deliverables are accurate, timely, and client-ready. This is a leadership role at the intersection of client success, financial management, and operational excellence.
Key Responsibilities:
- Serve as the primary client liaison, managing expectations, relationship health, and proactive risk escalation.
- Represent the company professionally in all client and external forums.
- Oversee monthly/quarterly financial close and the production of accurate, audit-ready financial statements (P&L, Balance Sheet, Cash Flow).
- Perform Quality Control (QC) on all bookkeeping outputs and ensure the on-time delivery of polished, executive-level management reports.
- Lead and coordinate the internal bookkeeping and analyst teams, running standups and balancing workloads.
- Develop, manage, and maintain project plans, tasks, and SLA trackers to ensure accountability and deadline adherence.
- Drive operational excellence by mapping and refining core processes (intake to reporting).
- Identify, document (SOPs), and implement automation and technology solutions to enhance efficiency and minimize errors.
Requirements
Experience:
- 5+ years of experience in bookkeeping, finance, or operations, including team management.
- Demonstrated success managing client relationships and delivering financial services.
- Extremely proficient with technology and digital tools - must be able to learn, adopt, and optimize software platforms quickly.
- Proficiency in QuickBooks Online is required; experience with Float, Payworks, G-Suite/Google Workspace, and project management software (e.g., Asana, Trello, ClickUp, Monday.com) is a strong asset.
- Exceptional communication and client-facing skills.
- Strong leadership and team management capabilities.
- Highly organized with proven project management experience.
- Analytical thinker with strong problem-solving skills.
Education:
- MBA or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
Benefits
Market Competitive Salary
Work from anywhere
Standard EST Working Hours
Interested candidates can apply through the following:
ayesha@highstreetresources.com
