Client Accounting Advisory Manager

About the role

The Client Accounting Advisory (CAA) Manager will develop a new service offering for Chazin & Company, a premier provider of virtual outsourced accounting services for nonprofit organizations. This role involves motivating, teaching, and directing a team to deliver high-level advisory and accounting services, ensuring consistent, high-value support for nonprofit clients. The CAA Manager provides oversight, training, and advice to both clients and the assigned team.

Responsibilities

• Business Development
  • Develop external relationships with auditors, vendors, and bankers to promote Chazin & Company’s services.
  • Market Client Accounting Advisory Services (CAAS) to these contacts.
  • Assist in developing marketing efforts for CAAS.
  • Participate in teaching/webinars and speaking engagements to support the service line.
  • Educate the client services team on CAAS offerings and support existing clients with specialized services.
  • Manage a portfolio of clients with professionalism and responsiveness.
• Client Consulting
  • Provide accounting assessment services to new clients, including written reports and leadership presentations.
  • Deliver CFO-level services, such as budget preparation, cash flow analysis, program-level analysis, and financial dashboards.
  • Present financial information to client Boards and/or Committees.
  • Manage the client audit process, including scheduling, training accountants, enforcing deadlines, and reviewing client assistance.
  • Train clients on interpreting financial data.
  • Stay updated on financial regulations and communicate changes to the team.
• Management
  • Direct, coach, mentor, and review the work of a team.
  • Communicate regularly with clients and Executive Management regarding team performance.
  • Conduct performance reviews.
  • Implement and manage all CAAS-related activity, including policies and procedures.
  • Respond to client service concerns/issues.
  • Manage team billable hours to maximize utilization and efficiency.
  • Communicate with accounting staff through team meetings, one-on-one meetings, and informal check-ins.
  • Participate in weekly leadership calls, quarterly all-staff meetings, and annual management retreats.
  • Communicate regularly with Executive Management regarding clients and staff.

Qualifications

• Bachelor’s degree in Accounting.
• Minimum of eight years of broad-based accounting experience.
• Minimum of five years of nonprofit accounting experience.
• Minimum of three years of experience leading and managing a team.
• Experience advising leadership-level contributors.
• Two or more years of nonprofit audit experience (preferred).
• Active CPA (preferred).
• Extensive knowledge of GAAP.
• Ability to thrive in a virtual, team-oriented environment.
• Excellent organizational, problem-solving, project management, and communication skills.
• Advanced knowledge of Microsoft Office, Excel, and multiple data management and analysis tools.
• Successful history of remote work and management of remote staff.

Benefits

• Competitive salary.
• 401(k) matching.
• Medical and dental plan.
• Paid time off (PTO).