Assistant Manager/Manager- US Bookkeeping

2 weeks ago

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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