Bookkeeping Account Lead

CPB Canada Job Board

Key Responsibilities:

1. Client Management:

Serve as the primary point of contact for assigned clients, ensuring their bookkeeping needs are met with precision and timeliness.
Manage, organize, and prioritize deliverables for multiple clients, ensuring that all deadlines are met without compromising on quality.
Maintain ongoing correspondence with clients to ensure file completion, provide necessary reports, and address any concerns.
Conduct regular meetings with clients to review financial statements, address concerns, and provide financial insights.
Develop and maintain strong client relationships, ensuring high levels of client satisfaction and retention.
Assist clients in understanding their financial data and make recommendations to optimize their financial performance.

2. Bookkeeping Oversight:

Oversee the daily bookkeeping activities, including accounts payable, accounts receivable, payroll, bank reconciliations, and financial reporting.
Ensure that all bookkeeping tasks are completed accurately and in accordance with company policies and accounting standards.
Review and approve financial reports and statements prepared by junior staff before they are delivered to clients.
Stay updated on the latest bookkeeping and accounting software, ensuring the team uses the most efficient tools available.
Preparation and audit of complex financial reports, including Work-in-Progress (WIP), deferred income, and inventory within financial statements.

3. Team Leadership:

Lead and mentor a team of bookkeepers, providing guidance, training, and support to ensure the team's success.
Delegate tasks effectively, ensuring the workload is balanced and deadlines are met.
Conduct performance evaluations and provide constructive feedback to help team members grow professionally.
Foster a collaborative and positive work environment that encourages teamwork and continuous improvement.

4. Financial Analysis & Reporting:

Analyze financial data to identify trends, patterns, and opportunities for clients to improve their financial performance.
Prepare and present detailed financial reports, including balance sheets, income statements, and cash flow statements, to clients and management.
Assist in the development of budgets and forecasts for clients, providing insights and recommendations.

5. Compliance & Risk Management:

Ensure that all financial activities are in compliance with relevant laws and regulations, including tax laws and accounting standards.
Identify and mitigate risks associated with financial transactions and client accounts.
Assist clients with year-end audits and tax preparations, ensuring all documentation is accurate and complete.
Regularly review and update processes to minimize risks and ensure the firm remains compliant with industry standards.

6. Process Improvement:

Continuously seek opportunities to improve the efficiency and effectiveness of bookkeeping processes.
Implement new tools, technologies, and processes to enhance service delivery and client satisfaction.
Collaborate with the Director of Operations to develop and refine best practices for the firm.

Qualifications:

Education: Degree in Accounting, Finance, or a related field. CPB designation is a must.
Experience: At least 5-7 years of experience in a bookkeeping or accounting firm, with a minimum of 2 years in a leadership or supervisory role.
Technical Skills: QBO Advanced certified
Soft Skills: Strong communication and interpersonal skills, with the ability to build and maintain client relationships. Excellent organizational and time management skills.

Key Competencies:

Attention to Detail: Accuracy in managing and reviewing financial data is crucial.
Leadership: Ability to lead, inspire, and develop a team of professionals.
Client-Centric: Focused on delivering excellent service and exceeding client expectations.
Analytical Thinking: Capable of analyzing complex financial information and providing actionable insights.
Ethical Standards: Adherence to the highest standards of professional conduct and ethics.

Work Environment: The role offers a flexible remote work environment. Please respond with "I am ready to Join the Team!" in the subject of your email

Please send your application to anna@numbrs.ca. We appreciate all applicants, but only those selected for an interview will be contacted.