Reporting Relationships:

The Client Accounting Manager reports to Management inSites’s CEO. The Client Accounting Manager will also coordinate client and team duties with the Director of Accounting and Client Account Managers.

Client Accounting Manager Position Summary:

The Client Accounting Manager is responsible for overseeing all accounting activities of assigned clients. S/he is responsible for preparing and providing timely and accurate financial analysis of operations and client specific reports to the clients’ managers on a weekly, monthly, or ad hoc basis (the needs per client are different). In addition, s/he is responsible for understanding the workflow and software needs of each client assigned to their team, and providing solutions for clients’ accounting and operational needs. S/he will be heavily involved with the setup of new clients from an accounting perspective. In addition, s/he will manage the accounting personnel as assigned to ensure that the department’s goals are met. This includes monitoring overall efficiency, assigning duties, and ensuring that the tasks are completed on-time and accurately.

Primary Responsibilities:

• Prepare client reports outlining income, expenses, and earnings based on past, present, and future operations
• Monitor and ensure all client required monthly activities are completed accurately
• Be able to provide detailed general ledger review of clients’ accounts to ensure accurate reporting
• Prepare client budgets and financial forecasts
• Provide clients with accounting and financial recommendations (in coordination with the Account Managers) to ensure the continued operations and growth of our client’s US activities
• Maintain accurate records and documents; process documentation on a timely basis and with close attention to details
• Develop and implement client accounting policies and procedures
• Keep records for clients as per MI and client policies
• Assist with state registrations as needed
• Report sales tax for clients
• Lead the preparation of annual reporting and supporting tax documentation for clients’ CPA firms
• Maintain and administer client 401K Plans in coordination with 401k providers
• Supervise client payroll processing and required reporting
• Audit client payroll services’ quarterly reports
• Review and maintain all client employee records
• Complete client HR entry and exit documentation as needed
• Complete additional client accounting, finance, and operational duties as needed, to include processing orders or invoicing to ensure clients’ orders are completed as per procedures
• Supervise the daily work of assigned MI employees:

• • Provide clear instructions and explanations to employees when giving assignments
  • Monitor employees’ performances in order to achieve assigned objectives

• Develop employees through direct performance feedback and job coaching
• Conduct performance appraisals with each employee on a regular basis jointly with MI’s CEO
• Liaison frequently with the Client Account Manager and Client directly

Technical and Soft Skills:

• Bachelor’s Degree in Accounting or Finance.
• Minimum five years of experience with accounting departments in manufacturing and/or distribution firms.
• Must be very knowledgeable of ERP / MRP software platforms – Sage or SAP preferred. Other accounting software platforms are a plus, including QuickBooks and QuickBooks Online.
• Experience in managing receivables and payables and an in-depth understanding of financial analysis.
• Ability to multitask across several clients with varying needs and levels of complexity.
• Proven leadership skills in a team environment.
• Strong organizational skills.
• Superb problem-solving abilities.
• Excellent written and verbal communication skills with the ability to professionally interact with all members of the team from owner to field staff, with clients, and with partners and vendors.
• Ability to manage economic and human resources.
• Strong working knowledge of Microsoft Word, Excel, and PowerPoint; SOS Inventory; Google Workspace; Microsoft 365; Adobe DC; Slack; and other office software as necessary.

Additional Information:

• Proof of eligibility to work in the United States will be required.
• This is a full-time position working out of our Charlotte, NC office.
• Compensation: 70K – 90K based on experience.
• Benefits include: 401(k) and 401(k) matching; health, dental, and vision Insurance; optional LTD insurance; and paid time off (PTO).

To Apply:

• Please submit resume and cover letter to careers@managementinsites.com.