Accounting Services Manager

Summary:

The Accounting Services Manager will be responsible for managing the DMGgo Bookkeeping/Virtual CFO services team and providing support over the internal DMGgo finance processes as an extension of the VP, Controller to internal stakeholders. The Account Services Manager can adapt to an ever-changing client base and lead, train, and develop team members to support it. We are looking for someone who is solution-minded, solving problems that may arise without prior precedent. This role also requires a strong leader who is passionate and driven about building relationships with both team members, management counterparts, and our client partners while thriving in a fast-paced environment. A CPA (Certified Public Accountant) or CPA-eligible Accounting/Finance professional with 2-5 years of experience is preferred, that has knowledge and history working for a bookkeeping or accounting firm. We expect our this role to play an integral role in expanding DMGgo’s service offerings, specifically in our outsourced bookkeeping services, and for solidifying our own internal accounting related processes, including financial reporting and FP&A (Financial Planning & Analysis).

Direct Reports:

Virtual CFO Services Teams; other staff related to internal finance functions.

Responsibilities:

Internal:

• Serve as an extension of the VP, Controller, providing oversight to the internal accounting functions of the business, including Financial Reporting, Accounts Receivable, Accounts Payable, Payroll, and financial budgeting and analysis.
• Support the executive leadership team with monthly forecasting and quarterly/annual budgeting processes.
• Work directly with the VP, Controller, and staff to establish and document internal control policies and procedures.
• Provide support as a point of contact in annual financial reviews/audits and in annual tax return preparation performed by 3rd party accounting firms.

External:

• Develop and maintain effective and standard bookkeeping policies and procedures so that all customers receive the same level of service and staff follow the same methodology.
• Communicate with customers to understand requirements and expectations, clarify processes, and provide regular updates regarding status of books and other outstanding items
• Serve as a consultative resource to our customers with ability to read and analyze financial statements and display understanding of basic tax concepts
• Ensure timely and accurate delivery of all client deliverables and clarifications
• Facilitate communication between the bookkeeping and financial planning & analysis sub-teams, ensuring consistency among communication and reports
• Build relationships with other members of management to identify, develop, and establish inter-department synergies
• Train and develop the technical skills of direct reports by teaching them more advanced bookkeeping and accounting concepts, assisting with advanced QuickBooks Online/Xero features and problem solving
• Monitor the performance of the team and provide mentoring and coaching via regularly scheduled one-on-one meetings and leveraging client feedback for employee success.
• Perform other duties as assigned or necessary

Qualifications:

• Must have 2 or more years of work experience at an accounting firm or as a management accountant, bookkeeper, cost accountant or similar
• CPA/CMA preferred, CPA-eligible required
• Must possess exceptional communication, problem-solving, and time management skills
• Experience with Excel, QuickBooks, Xero, and basic accounting systems
• Must be well-versed in small business accounting processes
• Must have ability to review small business financial reports and identify errors
• Experience correcting problems in a QuickBooks file

Skills:

• Strong time management and prioritization skills
• Excellent communication and interpersonal skills with ability to delegate
• Customer-centric mindset with a passion for delivering exceptional customer experiences
• Ability to work effectively in a team environment
• Attention to detail and strong problem-solving skills

Physical Requirements:

This is a sedentary position that requires sitting at a desk for extended periods of time

Working Conditions:

This is primarily a work-from-home position with some days from time to time in an office environment. Some, but limited travel may be required to the Westlake, TX home office and to San Antonio, TX, as needed

Job Type: Full-time

Pay: From $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Application Question(s):

• What is your desired salary?
• What is your preferred start date?

License/Certification:

• CPA (Preferred)
• Certified Management Accountant (Preferred)

Work Location: Hybrid remote in Westlake, TX