JOB SUMMARY

Brand K Partners, located in North Haledon, NJ is a passionate team of highly skilled individuals devoted to improving the operational efficiencies of small to mid-sized organizations, specializing in the nonprofit sector. We work with our clients to create customized, affordable solutions to serve their bookkeeping and financial management needs.

The Role of the Director of Client/Accounting Services

Reporting to the Brand K Partners Vice President, the Director’s main role will be managing his/her Brand K Team as well as managing relationships with various non-profit clients supported by our firm. The Director will be the principal point of contact to clients for complex situations and assist his/her team in communicating the financial health of client organizations to the Executive Team and/or Board of Directors. This job is remote but candidates near our North Haledon Office are welcome to meet with the team in person.

ESSENTIAL JOB FUNCTIONS

Operational Management

Provide clients with strategic fiscal guidance to improve and/or maintain the financial health of the organization
Monitor restricted grants and forecast spending to ensure compliance with funding organizations
Oversee preparation of and analyze/review financial statements on a monthly basis
Independently review and revamp a client’s financial reports when financial records have not been properly recorded
Coordinate reporting of key financial data with the Executive Team and/or Board of Directors
Prepare cash/accrual budgets and fiscal projections and present to client’s Executive Team and/or Board of Directors
Monitor the efficiency of work processes and make improvements when possible
Attend client Finance Committee meetings and/or Board of Directors meetings upon request
Communicate and present financial statements to the client’s Executive Team and/or Board of Directors on a monthly basis, highlighting and interpreting key information
Manage Quality Control prior to audit commencement and manage annual audits to ensure all required schedules are completed timely
Assist clients with the preparation of the Form 990, 1099s and other benefit, tax and regulatory schedules
Perform ad hoc accounting tasks on an as-needed basis

Client Relationship Management

Build and maintain strong relationships with Brand K clients; ensure clients have a positive experience with Brand K Partners
Maintain on-going contact with clients to manage expectations, trouble-shoot issues in a timely manner, assure quality customer service engagement and active monitoring of project work and deadlines
Actively participate in the new client onboarding process to ensure a clear understanding of the scope of work, client expectations, reporting requirements and points of organizational contact
Create project plan and systems integration documents for Brand K Team assigned to client
Independently review and revamp a client’s financials, operating systems and workflows to improve data quality, data accuracy and internal controls
Define potential areas of improvement and work to deliver solutions to meet client needs
Implement new systems including, but not limited to, Quickbooks Online, BILL, BILL Spend and Expense for current and new clients. Suggest and oversee system upgrades and conversions to meet client needs
Ensure project and system integrations are completed within agreed upon timeframes
Meet with each client and their key stakeholders at least twice a year to assess client satisfaction and understand current and future needs
Establish strategies to increase client retention / upsell

Team Management

Provide training supervision and direction to direct reports
Monitor staff workload, optimize team resources and assess future staffing needs to meet client requirements and staff retention metrics
Monitor scope of work as well as budgeted vs actual team hours to meet team profitability metrics. Enact staffing, systems and workflow changes as appropriate to maintain client satisfaction and Brand K profitability metrics
Foster open communication among team members by holding regular team meetings and bi-monthly individual meetings
Monitor monthly book closes/audits to ensure timely completion
Bi-monthly connection with each team member individually
Encourage team members’ professional development
Prepare employee mid-year and end-of-year performance review and professional development plans

Collaborative Business Development

Contribute to Brand K revenue growth by managing client retention at specified metric annually (excluding clients that merged, closed or brought services in house)
Actively monitor opportunities for client upsell
Attend prospective client sales meetings to review client reporting/systems and assist CEO in closing sales, as requested
Assist in defining client proposal, contract scope, pricing as well as team staffing to meet Brand K profitability metrics
Maintain relationships with key providers and competitors to understand Brand K positioning in the marketplace

EDUCATION/SKILL REQUIREMENTS

Bachelor’s degree in Accounting or Finance; CPA or Master’s Degree in Business Administration or related area a plus
Minimum of 5 years of management experience within an Accounting or Finance department
Knowledge of nonprofit accounting required
Experience in managing multiple clients simultaneously required
Strong understanding of Generally Accepted Accounting Principles (GAAP)
Computer literacy in Microsoft Excel, QuickBooks and Fund-EZ

COMPETENCIES/PERSONAL QUALITIES

Independent, self-starter with the ability to plan and prioritize work schedules
Ability to multi-task and work with multiple clients/staff members
Ability to build sustainable client relationships and trust with client accounts
Superior oral and written communication and presentation skills
Commitment to the mission, vision and values of Brand K
A strong team collaborator
Demonstrated ability to lead and supervise the work of others

Job Types: Full-time, Part-time

Benefits:

Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance
Work from home

Schedule:

Monday to Friday

Work Location: In person

Brand K Partners

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Director of Client/Accounting Services