Position Mission: The Supervisor is responsible for achieving and maintaining a high level of client satisfaction by providing Virtual Outsourced Controllership services for multiple clients and supervising, developing and mentoring staff.
Primary duties & responsibilities:
- Plan, coordinate and oversee all the client’s operational accounting functions.
- Monthly remote client meetings related to financial analysis and strategic planning.
- Review of monthly financial reports and analysis prepared by the Outsourced Accountant.
- Serves as primary liaison between client and client’s other professional service providers.
- Reviews cash flow information and initiates client payments for approved bills.
- Attend and present at client finance committee and board meetings.
- Maintain oversight of client engagement team.
- Budgeting and forecasting – assist with the preparation of the operating budget.
- Manage client’s risk and maintain an efficient and effective finance operation.
- Preparation of complex client Key Performance Indicators (KPIs) and other management reports.
- Develops and maintains comprehensive set of controls designed to mitigate risk and enhance the accuracy of the client’s reported financial results.
- Oversee regulatory reporting, tax planning and compliance.
- Manages unexpected and sometimes urgent firm or client matters as they arise.
- Assume a leadership role by serving as a mentor or supervisor to other staff, providing critical feedback, and giving staff opportunities to grow professionally by helping to develop their skills.
- Develop a marketing plan and obtain training as needed in marketing.
- Review and maintain client team task budgets.
Position Requirements:
- 5-7 years of experience in a mid-level finance or accounting position
- CPA or CMA preferred
- Experience in public accounting a plus
- Fundamental knowledge of GAAP
- Ability to analyze financial data and prepare financial reports, statements and projections
- Working knowledge of short and long-term budgeting, forecasting and profitability analysis
- Strong leadership qualities
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
- Deadline and detail-oriented
- Bachelors Degree in Accounting
Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
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