Senior Client Manager

December 28, 2024

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Nimbl

WebsiteLinkedInAll Job Openings

accounting • analytics • data • automation • bookkeeping

11 - 50 employees

💸 Finance

🤝 B2B

☁️ SaaS

Description

• Build and maintain excellent client relationships • Handle high-level client opportunities including scope increases, business challenges, and advisement on improving financials and streamlining processes • Manage small business accounting automation tools like Quickbooks Online, Bill.com, and Gusto • Create processes and schedules for maintaining all financial statement accounts, including full accrual • Oversee and improve routine processes like month-end close • Handle complex and non-routine processes, such as: Reconciling fixed assets and debt schedules to financial statements • Maintaining revenue recognition schedules • Making inventory/COGS entries • Set up and run payroll • Prepare financial reports • Train and coordinate work of bookkeepers and coordinate with outside consultants • Onboard new clients, which includes setting up processes and performing book catch-up and/or clean-up work

Requirements

• An innate desire to serve people, especially business owners • An obsession with meeting deadlines and keeping agreements • An accountant without an accountant personality :) • A problem-solver who works independently with minimal oversight • A minimum of 4 years of experience in small business accounting experience • A wizard with computers, spreadsheets (especially Google Sheets), and accounting software • Coaching and mentoring experience (like explaining accounting to non-accountants) • Ability to self-teach and develop proficiency with a variety of technology and software • Comfortable delegating and overseeing routine work by digging into business processes, troubleshooting a problem, or giving training • Experience with SAAS or real-estate accounting (bonus, but not required) • Experience with business income tax returns (bonus, but not required)