Director Of Client Accounting

• Experience in managing team leads (Controllers & CPAs) and driving progress. This is a great position for someone to whom GAAP is second nature and who is now looking to expand through client advisory services and team engagement.
• Ability to quickly assess and respond to challenges. Build proactive touch points or processes to ensure smooth and consistent workflow cycles.
• A growth-oriented leader, who takes ownership of the roles and responsibilities, and who challenges themselves and others to continuously level up.
• Familiarity with not-for-profits, government contracting, and tax is a big plus.

• Great Salary and Bonus Incentives.
• Full benefits package (Medical, Dental, Vision, Life, Retirement Match, Flex Spending).
• Flexibility in work schedule and environment.
• The opportunity to make a difference in the workplace, service delivery, and the growth of multiple companies.

• Provide leadership and mentorship to the accounting teams, fostering a culture of continuous improvement and professional development. Manage 2-3 Controller direct reports.
• Effectively communicate and present critical financial matters to clients, providing analysis and recommendations as needed.
• Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements.
• Oversee and lead the annual budgeting and planning process in conjunction with client leadership. Review financial plans and budgets; monitor progress and changes; and keep the senior leadership abreast of the organization’s financial status.
• Verify financial reports are presented in an accurate and timely manner; are clearly communicated, and oversee all financial, project/program and grants accounting.
• Coordinate and lead the annual audit process, liaise with external auditors and the finance committee of the client board of directors; assess and implement any changes necessary.
• Ensure that the contract billing and collection schedules are adhered to, and that financial data and cash flow are steady and support operational requirements.
• Update and implement all necessary business policies and accounting practices; improve the finance department’s overall policies and procedures.
• Collaborate with the Executive Director and Board of Directors to develop and implement financial policies and procedures that align with the organization’s values and strategic goals.

• Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred (active or inactive)
• At least 10 years of overall professional experience; ideally 6 plus years of broad financial and operations management experience in a complex setting managing teams. Not-for-profit expertise strongly preferred.
• Proven track record of successful financial management, including experience developing and implementing strategies and staff, managing budgets, and overseeing financial reporting and compliance.
• Excellent analytical, problem-solving, and sound decision-making skills.
• Federal grants management expertise highly desirable.
• Experience of final responsibility for the quality and content of financial data, reporting, and audit coordination for either a company, division, or significant area.
Ability to translate financial concepts to – and to effectively collaborate with
• - clientele who do not necessarily have finance backgrounds.
• Technology savvy with experience selecting and overseeing software installations and managing relationships with software vendors; knowledge of accounting and reporting software.
• Commitment to continuous learning and training programs that maximize individual and company goals; comfort and flexibility to handle change, change management, and new technology or process adoption and implementation.
• A successful track record in setting priorities; keen analytic, organization, and problem-solving skills that support and enable sound decision-making.
• Excellent communication and relationship-building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders.
• The ability to work calmly in a fast-paced environment.
• Personal qualities of integrity, credibility, and dedication to the vision and values of a company.

We function as your business and financial management backbone, quickly integrating into your organization and culture. We pride ourselves on our accessible, high-touch, human-centered approach, successfully creating dynamic, long-term client partnerships that foster optimal company performance. Balance proudly works with companies that share our core philosophy that profit and social impact are complementary goals. Our people-centric approach gives actionable insights into your financials to ultimately serve every level of your teams, business, and community.