Accounting Manager

Essential Functions/Responsibilities

• Serve as the primary point of contact for assigned clients, fostering strong relationships built on trust, reliability, and proactive communication.
• Lead recurring client meetings to review financial performance, discuss challenges, and identify opportunities for improvement.
• Translate financial data into clear insights and recommendations to support client decision-making.
• Lead and complete the month-end close process for assigned clients, ensuring accuracy, timeliness, and adherence to CAP3 standards.
• Review financial statements, reconciliations, and supporting documentation for completeness and accuracy.
• Cook up with CFOs and internal leadership to escalate client needs, special projects, or complex accounting matters.
• Review work completed by accounting support team members for quality, accuracy, and compliance with CAP3 policies and accounting standards.
• Provide coaching, feedback, and professional development support to team members.
• Evaluate and improve internal and client processes to increase efficiency, effectiveness, and accuracy.
• Ensure all internal and client deadlines are met.
• Promote continuous improvement and focus on delivering added value to the clients we serve.

Required Skills/Abilities

• Proficient with Microsoft Excel
• Ability to adapt to new technology
• Strong attention-to-detail
• Professional organizational and communication skills
• Discretion, integrity, and high ethical standards
• Welcoming of feedback/coachable
• Committed to ongoing personal and professional growth
• Multi-tasker
• Positive attitude
• Flexible, able to prioritize and manage time well
• Desire to serve and deliver exceptional client service

Education and Experience

• Minimum of Three (3) years of accounting experience preferred
• Experience with clients in various industries to include one client with inventory
• Experience with leading client meetings