About Client:
Client is a company that recognizes and appreciates the contribution each team member makes to the organization. Founded over 35 years ago, we’re a small but rapidly growing small business, and one of the leading consulting firms focused exclusively on helping nonprofit organizations further their mission through cutting-edge solutions and a client-first approach.
Job Summary
The Vice-President of Client Accounting Services will play a critical role in the launch of our Client Accounting and Advisory Services practice, responsible for scaling our Advisory practice. This role demands a strategic leader with a hands-on approach to building systems, processes, workflows, managing client relationships, and driving growth.To be successful as a candidate you should be driven to achieve established company goals for the client accounting and advisory services practice and have excellent communication and client service skills.
The VP, Client Accounting Services, is responsible for providing leadership and oversight of a team of accounting professionals and ensuring the efficient and effective delivery of the advisory services to clients. This role is accountable for maintaining and expanding client relationships and operational excellence within the client accounting and advisory services function. The VP will collaborate closely with the CEO and other senior leaders to shape the company’s vision and strategy, ensuring our clients receive exceptional service and support.
Key Responsibilities
Team Leadership:
- Lead, mentor, and manage the client advisory team to achieve departmental and
- organizational goals.
- Foster a client-centric culture within the team, emphasizing proactive services and strategic advisory.
- Provide guidance and support to team members to ensure their professional growth and development.
- Provide direct supervision to departmental Directors
Client Relationship Management:
- Develop processes to maintain strong client relationships through effective
- communication and understanding of the client’s needs.
- Develop operational strategies to meet client needs and exceed their expectations.
- Act as management’s point of contact for key clients, addressing inquiries, resolving
- issues, and providing recommendations to ensure their needs are met.
Process Improvement:
- Continuously evaluate and improve company processes and workflows to enhance efficiency and accuracy.
- Implement best practices and technologies to streamline operations.
- Design scalable processes and systems for client onboarding, engagement, service
- delivery, and retention.
- Analyze client data to identify trends, opportunities, and areas for improvement with the practice.
Client Expansion and Business Development:
- Identify opportunities for expanding services to existing clients and acquiring new clients.
- Participate in business development activities such as proposal preparation and
- presentations.
Performance Monitoring and Reporting:
- Present financial and operational reports to senior management.
- Monitor budget variances and recommend corrective actions.
- Provide insights and recommendations based on financial data.
Key Performance Indicators
- Margin
- Client satisfaction
- Business development/sales
- Team satisfaction
Qualifications:
- Bachelor’s degree in accounting, finance, or a related business field
- 10+ years of experience in management and/or service delivery, with a proven track record in leadership roles.
- Prior experience in managing an outsourced accounting team or managing a large accounting team.
Key Skills, knowledge & Abilities:
- Strong organizational skills and attention to detail.
- Ability to balance multiple priorities and complete assignments within time constraints and deadlines.
- Demonstrated leadership and team management experience.
- Client-focused mindset and the ability to build and maintain relationships.
- Problem-solving and decision-making skills.
- Strong verbal and written communication skills.
- Ability to quickly adapt to changing client and business dynamics.
Required JMT General Qualifications:
- A humble, winner mentality based on mutual respect.
- Values meaningful work and strives to make everyone around them better.
- Willing to be an individual contributor to the company's success in addition to providing oversight to a client accounting services team.
- Aspires to have a positive impact on fellow employees and the company.
- Embraces a culture of discipline and excellence.
- Seeks personal and professional growth as part of their work life.
- Is ready to advance their career to the next level through learning, hard work, and cooperation.
What we offer:
We offer a very competitive compensation package, including medical, dental, vision, short
term/long-term disability, paid life insurance, 401K savings plans, and extensive PTO and holiday benefits.
Salary 175-200 DOE + 20% bonus on margin goals.
We recognize that our ability to grow depends on retaining and hiring team members who have a strong commitment to the business and strong character. This strategic role will involve significant interaction with company leadership and be at the center of these efforts. We promote an environment where opinions are welcomed, dissent is heard, respected, and discussed openly. This is a remote role, supervising a dispersed team.