Accounting & Financial Operations Lead

About the role

This organization operates in the engineering and software consulting industry. It addresses the challenges of managing financial operations within a growing professional services business by maintaining organized and efficient accounting, billing, and payroll processes.

The Accounting & Financial Operations Lead is responsible for overseeing daily financial operations to support the organization’s growth. The role ensures accurate client billing, manages accounts receivable, controls expense management, coordinates payroll, and contributes to financial reporting. This position directly impacts the financial stability and operational efficiency of the company and offers the potential for expanded leadership responsibilities.

Responsibilities

• Manage the client billing process, including validating timesheets and expenses.
• Prepare and submit accurate client invoices on schedule.
• Oversee accounts receivable and follow up on outstanding payments.
• Review and document employee expense reports.
• Perform bank and credit card reconciliations using QuickBooks.
• Coordinate payroll administration with external providers.
• Liaise with the CPA to support monthly financial reporting and process improvements.

Requirements

• Minimum of 5 years' experience in accounting, bookkeeping, or financial operations.
• Strong skills in billing, accounts receivable, and collections.
• Proficiency in QuickBooks and Microsoft Excel.
• Experience with bank and credit card reconciliations.
• Ability to work independently and manage multiple priorities.
• High attention to detail and organizational skills.
• Effective written and verbal communication skills.
• Preferred: Experience in engineering, consulting, staffing, or professional services.
• Preferred: Familiarity with time-and-expense billing environments.
• Preferred: Experience working with outsourced payroll providers.
• Preferred: Experience coordinating with external CPA firms.

Benefits

• 401(k) plan with matching
• Dental insurance
• Health insurance
• Vision insurance
• Flexible schedule
• Paid time off