Client Finance Director
3 weeks ago
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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