Manager, Client Accounting And Advisory Services (Caas) - Not For Profit

RubinBrown LLP is seeking an experienced Client Accounting and Advisory Services (CAAS) manager to join the team. In the role, you will:

• Provide strategic financial leadership and guidance to not-For Profit entities serving as their trusted business advisor.
• Collaborate with the organizations senior management to analyze financial data, develop budgets and forecasts
• Lead multiple RubinBrown engagement teams to deliver superior quality service.

The ability to multi-task while managing several compressed deadlines and leveraging both technology and teamwork will be key with this role. The ideal candidate will have a proven track record of success, excellent communication and interpersonal skills, great attention to detail and the ability to thrive in a fast-paced, ever-changing environment.
Major Responsibilities
Trusted Business Advisor

• Be RubinBrown's primary point of contact for multiple client engagements, ensuring timely responsiveness in accordance with RubinBrown's Client Service Standards
• Analyze and review financial statements, management reports, and other key performance indicators, providing proactive feedback and analysis on trends, areas of focus/importance, potential areas of concern/"red flags," etc.
• Prepare cash-flow forecasts, budgets and assist with projections and financial models
• Proactively and frequently meet with client management and leadership (including Boards and Committees) to educate and share these financial insights in a clear, easy to understand manner
• Evaluate accounting policies and procedures to help recommend process improvements, including potentially cross-selling additional RubinBrown services
• Frequently communicate and check in with clients to ensure they are totally satisfied and identify any opportunities for improvement

Industry Expert

• Continually build technical expertise in unique not-for-profit accounting requirements such as contribution revenue recognition, net asset tracking, functional expense allocations, etc.
  
  • Use this technical expertise to proactively advise and support both the internal RubinBrown client engagement teams as well as the clients.
• Serve as a thought leader for clients, proactively researching and sharing knowledge of not-for-profit industry trends and best practices to each client

Engagement Manager

• Oversee and simultaneously supervise staff from multiple client engagement teams, providing technical assistance and support to ensure expectations are met on multiple client deliverables
• Responsible for concurrently reviewing and finalizing monthly accounting period close and generation of client deliverables for multiple clients in accordance with desired client timelines
  
  • Also, provide review and oversight of other client financial needs such as audit preparation, budget development, grant tracking and reporting, tailored internal financial reporting, etc.
• Manage financial reporting accuracy for clients in accordance with generally accepted accounting principles
• Provide feedback, support, training and development opportunities to engagement staff, including clearly communicating expectations, accounting matters identified during review and opportunities for improvement
• Manage internal team time budget, including preparing monthly client billing analysis for each client engagement and holding engagement teams accountable for internal time budget expectations
• Assist in scoping and onboarding new clients
• Assist with efforts to identify and attract new clients
• Assist with other objectives to support and grow RubinBrown's Client Accounting and Advisory Services.

Preferred Experience/Background/Skills

• Bachelor's degree in accounting or related field
• CPA or CAAS certification (preferred)
• Prior public accounting experience (preferred)
• Previous experience with QuickBooks, QuickBooks Online, bill.com and other similar software
• Proficiency in Microsoft Office programs (Word and Excel required)
• Strong analytical and problem solving skills
• Excellent interpersonal, and verbal and written communication skills
• Ability to stay organized and appropriately prioritize multiple simultaneous tasks
• Strong attention to detail and commitment to technical excellence
• Strong technical skills including the ability to effectively utilize technology and the commitment to learning in a technology environment
• Excellent leadership capabilities
• Energetic, enthusiastic and willingness to take initiative
• Ability to meet challenging client requirements and provide quality client service
• Strict adherence to professional ethics
• Ability to successfully contribute to the success of a strategic business unit of the firm

Working Conditions

• The typical office hours are 8:00 a.m. to 5:00 p.m.
  
  • Ability to work extra hours as determined by the workload and client expectations.
  • Work environment will be hybrid (i.e. a combination of remote, RubinBrown's office and various client's offices)
• Travel for this position will be approximately 5% of the year.
• Ability to sit for long periods of time.
• Ability to move throughout office.
• Ability to lift, carry, push, pull up to 10-30 pounds.
• Ability to speak English to communicate with clients, team members, etc.

One Firm
To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise.
RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process.