Outsourced Management Accounting Manager

Outsourced Management Accounting Manager

Reports To | Supervisor

OMA Senior Managers and above within the OMA Team

Summary of Job Function

At LGA, our primary focus is on our people. As a Manager in LGA's OMA service line, you will be responsible for providing bookkeeping and accounting services to a diverse range of clients, both for-profit and not-for-profit, across various industries - from startups to mature companies. This position combines performing accounting tasks and leveraging technology with developing strong client relationships.

Essential Job Duties:

• Works as an effective team member to accurately complete various tasks including:
• Performs a variety of accounting functions with demonstrating a deep understanding of professional accounting and bookkeeping practices
• Demonstrates knowledge and efficient utilization of QBO technological features
• Reviews general ledger accounts and performs reconciliations of key accounts.
• Prepares and reviews work papers to support account balances.
• Prepares month-end closings including the recording of adjusting journal entries, as needed.
• Prepares and reviews a Balance Sheet, P & L, and General Ledger under the accrual basis of accounting in a proficient manner.
• Interprets financial reports to produce a budget to actual analysis, KPIs, and trends that are vital to a business's decision-making process
• Onboards new clients
• Trains team members and clients in both accounting and software
• Prepares and reviews a Balance Sheet, P & L, and General Ledger under the accrual basis of accounting in a proficient manner.
• Able to interact with the client regularly and develops client relationships with the client's leadership and accounting teams
• Able to troubleshoot and resolve client inquiries regarding accounting and software concerns.
• Extremely detail oriented and quality-focused
• Monitors team performance by reviewing the quality of work, timeliness of deliverables, and adherence to client budgets by providing coaching and feedback, when needed
• Able to build strong working relationships in a collaborative environment with team members in all departments
• Identifies and communicates client and engagement concerns as well as progress in a timely and organized manner
• Able to quickly adapt to changing client and business dynamics
• Passion and learning ability to embrace new technological platforms
• Able to work with a sense of urgency and be flexible in tasks and time with managing your workload with adjustments to your schedule, especially during peak workload times in the department
• Able to balance with ease multiple priorities and clients with weekly and monthly deliverables in a fast-paced deadline-driven environment
• Strong verbal and written communication skills with clients and team members
• Is sought out by peers as a resource in respective specialization(s). Participates in the development of staff by leading training sessions and encouraging staff and seniors to do the same
• Effectively communicates accounting issues and developments to clients, provides value added service, and actively seeks specialized knowledge
• Uses Firm's technology platform or external applications to enhance project efficiency; develops technology strategy during project planning. Ensures that entire engagement team is utilizing the Firm's technology in the most efficient manner
• Communicates to the engagement team and the client the potential impact of new accounting pronouncements and uses this knowledge to identify additional client service opportunities
• Exhibits advanced skills in client research, documentation, and overall quality assurance.
• Applies in-depth knowledge of the client's industry to advise each client on business process improvements
• Demonstrates expertise in firm-specific software (CCH, Microsoft, QuickBooks, etc.) and encourages engagement team members to use this technology to improve client service and engagement efficiently
• Effectively reviews engagement team deliverables to ensure completeness and accuracy and helps the team to develop self-review skills

Education and Experience:

• Bachelor's degree in Accounting, Taxation, or a related field
• Master's degree in Accountancy or Tax or a plan to pursue preferred
• CPA, EA, or QuickBooks Pro Advisor certification or a plan to pursue preferred
• 5-9 years' experience in a related field

Required Qualifications:

• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.).
• Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus.
• Experience with QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) is a plus.
• Ability to review and troubleshoot OMA software issues and guide junior staff in usage.
• Comfortable working in a technology-driven, paperless environment.
• Strong organizational skills, detail oriented, and able to manage multiple deadlines.
• Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line.
• Demonstrated skill in reviewing work prepared by junior team members, identifying errors, and ensuring compliance.
• Ability to mentor and train junior team members, providing constructive feedback.
• Acts as a culture carrier, ensuring alignment with the firm's vision and values.
• Respect for compliance and confidentiality.

The compensation range for this position is $115,000 - $175,000 annually. Actual pay will depend on various factors, including the scope and responsibilities of the role, the candidate's qualifications, skills, experience, and relevant certifications.

Work Environment and Special Physical Demands:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• This job is performed in an office setting, indoors, and at times travel to one of the other firm locations is required.
• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines.
• While performing the duties of this Job, the employee is regularly required to stand and walk.
• Talk or hear.
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Overtime may be required to meet project deadlines and support the team during traditional peak seasons.

LGA is committed to providing an equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please email us at careers@lga.cpa.

Service Line: Internal, OMA Team

Function: Billable

FLSA Status: Exempt

Location: Woburn, MA or remote

Employment Type: Experienced

Degree Required: Yes

Direct Reports/Supervisory Responsibility: Yes

Travel: Occasionally between LGA offices and client sites