Client Accounting Advisory Manager

As a team member of Chazin & Company – a premier provider of virtual outsourced accounting services for nonprofit organizations – the Client Accounting Advisory (CAA) Manager will develop a new service offering.  The CAA Manager will motivate, teach, and direct a team providing high-level advisory and accounting services with the goal of providing consistent, high-value services for certain nonprofit clients.  The CAA Manager is responsible for providing support, oversight, training and advice to clients and the assigned Chazin team.

Responsibilities of the CAA Manager:

Business Development:

• Develop external relationships with appropriate contacts, e.g., auditors, vendors, and bankers to promote awareness of Chazin & Company and our full range of services.
• Develop business relationships with these contacts to specifically market CAAS services
• Assist in the development of marketing efforts for CAAS
• Participate in teaching/webinars and speaking engagements to support the development of the service line.
• Educate the client services team in CAAS offerings and support existing clients in providing specialized services beyond ongoing services engagements
• Manage a portfolio of clients, with respect, professionalism, and responsiveness

Client Consulting Responsibilities:

• Provide accounting assessment services to new clients, including final written reports and leadership presentations.
• Provide CFO-level services to nonprofit clients including budget preparation, cash flow analysis, program level analysis, developing financial dashboards
• Present certain financial information to client Boards and/or Committees
• Manage the client audit process –scheduling with auditors and client; assisting/training accountants as required; establishing and enforcing deadlines; reviewing client assistance
• Train clients on interpretation of financial data
• Keep abreast of changes in financial regulations and communicating said changes to team

Management Responsibilities:

• Direct, coach, mentor, and review the work of a team
• Communicate regularly with clients and Executive Management relating to team performance
• Conduct performance reviews
• Implement and manage all CAAS-related activity (in conjunction with Executive Management, to include policies, procedures, etc.)
• Respond to client service concerns/issues
• Manage team billable hours to maximize utilization and efficiency
• Communicate regularly with accounting staff in team meetings, one-on-one meetings and informal check-ins
• Participate in all weekly leadership calls, quarterly all staff meetings and annual management retreats
• Communicate regularly with Executive Management regarding clients and staff

Qualifications of the CAA Manager:

• A Bachelor’s degree in Accounting
• A minimum of eight years of broad-based accounting experience
• A minimum of five years of nonprofit accounting experience
• A minimum of three years of experience leading and managing a team
• Experience advising leadership-level contributors
• Two or more years of nonprofit audit experience is preferred
• Active CPA is preferred
• Extensive knowledge of GAAP
• Ability to thrive in a virtual team-oriented environment
• Excellent organizational, problem-solving, project management, and communication skills
• Advanced knowledge of Microsoft Office, Excel, and multiple data management and analysis tools
• Successful history of remote work and management of remote staff

Benefits:

Chazin & Company offers competitive salary and benefits: 401(k) matching, medical/dental plan and PTO. We are a company committed to quality work, quality people and giving back to the community.