Client Finance Director

3 weeks ago

Industrial Area, India Qualicentric Full time

Role Summary

We are seeking an experienced bookkeeping leader who can manage accounting operations for multiple small U.S.-based businesses and provide strategic financial support.


This role blends hands-on bookkeeping oversight with client communication and strategic financial support similar to a fractional CFO or controller. You will lead a team of analysts and senior analysts, ensure high-quality deliverables, and work directly with clients to help them understand their numbers and make better business decisions.


Key Requirements

  • 5+ years of U.S. bookkeeping/accounting experience, with at least 2 years in a supervisory or client-facing role.
  • Strong working knowledge of QuickBooks (Online/Desktop) and Xero;
    familiarity with Bill.Com, Gusto, ADP is a plus.
  • Solid understanding of U.S. GAAP for small business accounting.
  • Excellent communication skills for interacting directly with U.S. clients.
  • Ability to explain financial results and provide practical, actionable recommendations.
  • Experience managing a small team and reviewing their work for accuracy and quality.


Responsibilities

Bookkeeping & Accounting

  • Manage bookkeeping for multiple small-business clients, including AP, AR, bank/credit card reconciliations, payroll entries, accruals, and journal entries.
  • Review and finalize work before delivery to clients.
  • Handle month-end and year-end close processes.
  • Identify and resolve discrepancies quickly to maintain accurate records.

Client Communication & Strategic Support

  • Serve as the main point of contact for assigned clients.
  • Present financial results, explain variances, and suggest improvements.
  • Understand each client’s business to deliver tailored operational and financial advice.
  • Provide insights on cash flow, cost control, and profitability trends.
  • Offer strategic input related to funding options, cash flow management, and identifying potential cost savings or leakages.

FP&A Support

  • Prepare and maintain 13-week cash flow forecasts.
  • Conduct vendor spend analysis to identify savings opportunities.
  • Develop and maintain financial models for decision support.
  • Perform variance analysis against budgets and forecasts.
  • Prepare management reporting packages, dashboards, and KPI reporting for client reviews.

Team Management

  • Lead and mentor a team of bookkeeping staff.
  • Allocate workloads to ensure deadlines and quality standards are met.
  • Conduct regular performance reviews and provide coaching.


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