About the Role
Trusteer Financial is looking for an Accounting Manager to join our hybrid team in our New York office. This person will operate as the lead on designated client accounts, identifying and addressing their accounting and finance needs. The focus of this vital role is to manage the relationship with the client by creating a positive working relationship throughout the engagement cycle. The Account Manager is responsible for addressing client issues, responding to questions, and managing deliverables.
As an Accounting Manager II, you will...
-Set up new accounting systems and implement accounting procedures.
-Restructure and improve any pre-existing client financials.
-Manage monthly close process and oversee financial statement generation.
-Regularly interface with company founders, CEOs, and CFOs.
-Prepare client financials for audits, investor due diligence, board presentations, management reporting, etc.
-Gain a deep understanding of client operations/strategy to regularly provide additional value.
-Lead and develop Associates to execute client deliverables and grow professionally.
-Effectively and clearly communicate with clients and coworkers across various channels.
-Support Senior Leadership on strategic initiatives and operational improvements.
-Great employee-centric culture where respect, teamwork, honesty & integrity, innovation & continuous improvement serve as the core values.
-Competitive compensation in base plus performance-related bonus structure.
-Above-inflation annual salary increases.
-Full dental, medical, and vision coverage.
-Unlimited PTO, free Lunch for our hybrid on-sites, and quarterly planned team events!
-Entrepreneurial feel with a lot of supportive resources and mentors and opportunity for advancement into a senior manager role
Here's what you need...
Bachelor's degree in finance, accounting, or a related field of study with a cumulative GPA of 3.4+/4.0.
2+ years of accounting experience. Strong knowledge of Generally Accepted Accounting Principles (GAAP).
Highly proficient in QuickBooks, Xero, and Excel.
Familiarity with common accounting and payroll systems (i.e. Bill.com, Expensify, Stripe, Shopify, or Gusto)
Bonus points if you are/have...
Licensed as a CPA.
An audit background.
QuickBooks, Xero, and Excel Certifications.
A self-starter with the ability to identify and solve problems independently.
A team player with strong interpersonal, communication, and project management skills.
Highly organized with strong attention to detail.
Flexible and adaptable to new situations, including learning new software.
Experience in client-facing, deadline-driven roles.
Exposure to various technology industry verticals (e-commerce, software, fintech, etc.).
Experience with complex payroll management.
About the Company
Who are we? Trusteer Financial is a growing boutique finance and accounting firm based in New York. We serve as a trusted partner and advisor to companies in the technology, media, entertainment, life sciences, and crypto industries.
Our mission is to remove the financial friction of starting and running an enterprise through CFO advisory, Accounting, Tax, and transaction services solutions. We support both early-stage businesses without full-time finance teams and late-stage companies with a finance team in place. Our full array of services helps companies reduce their risks, optimize financial operations, and scale their businesses efficiently.
Learn more about us at www.trusteerfinancial.com
Why Work with us? The majority of our team are former founders. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond. We believe whom you make you better at what you do, so every individual within our firm has opportunities to grow professionally and personally by utilizing our extensive networks, personal finance offerings, and mindfulness programs. Due to continued growth, Trusteer Financial is expanding our team and is seeking a full-time Accounting Manager with a lot of room for growth and interest in expanding their technical skills.