Accounting & Finance Manager | Outsourced Accounting Services

CBIZUSA, California, San Diego

30+ days ago

Job type

Full-time

Job description

Essential Functions and Primary Duties

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

Preferred Qualifications

Master's degree in Accounting, Taxation or related field

Active CPA or equivalent certification

Advanced proficiency in cloud-based accounting platforms (QuickBooks Online, Bill.com, Gusto, and similar)

Proficient in Microsoft Excel and other Microsoft Office applications

Minimum Qualifications

Bachelor's degree

6 years of experience in public accounting or related field

3 years supervisory experience

Must have active CPA or equivalent certification

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

#LI-JF1 #LI-Hybrid

ABOUT US

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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Accounting Manager • USA, California, San Diego