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Full Job Description
RubinBrown LLP is seeking an experienced Client Accounting and
Advisory Services (CAAS) manager to join the team. In the role, you
will:
- Provide strategic financial leadership and guidance
to not-for profit entities serving as their trusted business advisor. - Collaborate with the organizations senior management to
analyze financial data, develop budgets and forecasts - Lead
multiple RubinBrown engagement teams to deliver superior quality
service.
The ability to multi-task while managing
several compressed deadlines and leveraging both technology and
teamwork will be key with this role. The ideal candidate will have a
proven track record of success, excellent communication and
interpersonal skills, great attention to detail and the ability to
thrive in a fast-paced, ever-changing environment.
Major Responsibilities
Trusted Business Advisor
- Be RubinBrown’s primary point of contact for multiple
client engagements, ensuring timely responsiveness in accordance with
RubinBrown’s Client Service Standards - Analyze and review
financial statements, management reports, and other key performance
indicators, providing proactive feedback and analysis on trends, areas
of focus/importance, potential areas of concern/”red flags,” etc. - Prepare cash-flow forecasts, budgets and assist with
projections and financial models - Proactively and frequently
meet with client management and leadership (including Boards and
Committees) to educate and share these financial insights in a clear,
easy to understand manner - Evaluate accounting policies and
procedures to help recommend process improvements, including
potentially cross-selling additional RubinBrown services - Frequently communicate and check in with clients to ensure
they are totally satisfied and identify any opportunities for
improvement
Industry Expert
- Continually build technical expertise in unique
not-for-profit accounting requirements such as contribution revenue
recognition, net asset tracking, functional expense allocations,
etc.- Use this technical expertise to proactively advise and
support both the internal RubinBrown client engagement teams as well
as the clients.
- Use this technical expertise to proactively advise and
- Serve as a thought leader for
clients, proactively researching and sharing knowledge of
not-for-profit industry trends and best practices to each client
Engagement Manager
- Oversee and simultaneously supervise staff from multiple
client engagement teams, providing technical assistance and support to
ensure expectations are met on multiple client deliverables - Responsible for concurrently reviewing and finalizing monthly
accounting period close and generation of client deliverables for
multiple clients in accordance with desired client
timelines- Also, provide review and oversight of other client
financial needs such as audit preparation, budget development, grant
tracking and reporting, tailored internal financial reporting, etc.
- Also, provide review and oversight of other client
- Manage financial reporting accuracy for clients
in accordance with generally accepted accounting principles - Provide feedback, support, training and development
opportunities to engagement staff, including clearly communicating
expectations, accounting matters identified during review and
opportunities for improvement - Manage internal team time
budget, including preparing monthly client billing analysis for each
client engagement and holding engagement teams accountable for
internal time budget expectations - Assist in scoping and
onboarding new clients - Assist with efforts to identify and
attract new clients - Assist with other objectives to support
and grow RubinBrown’s client accounting and advisory services.
Preferred Experience/Background/Skills
- Bachelor’s degree in accounting or related field
- CPA or CAAS certification (preferred)
- Prior public
accounting experience (preferred) - Previous experience with
QuickBooks, QuickBooks Online, bill.com and other similar software - Proficiency in Microsoft Office programs (Word and Excel
required) - Strong analytical and problem solving skills
- Excellent interpersonal, and verbal and written communication
skills - Ability to stay organized and appropriately prioritize
multiple simultaneous tasks - Strong attention to detail and
commitment to technical excellence - Strong technical skills
including the ability to effectively utilize technology and the
commitment to learning in a technology environment - Excellent
leadership capabilities - Energetic, enthusiastic and
willingness to take initiative - Ability to meet challenging
client requirements and provide quality client service - Strict
adherence to professional ethics - Ability to successfully
contribute to the success of a strategic business unit of the firm
Working Conditions
- The
typical office hours are 8:00 a.m. to 5:00 p.m.- Ability to work
extra hours as determined by the workload and client expectations. - Work environment will be hybrid (i.e. a combination of
remote, RubinBrown’s office and various client’s offices)
- Ability to work
- Travel for this position will be approximately 5% of the
year. - Ability to sit for long periods of time.
- Ability to move throughout office.
- Ability to lift,
carry, push, pull up to 10-30 pounds. - Ability to speak
English to communicate with clients, team members, etc.
One Firm
To foster a highly
respected, inclusive culture that helps foster and promote an
environment that is diverse and equitable for all team members and the
firm to achieve growth and deepened expertise.
RubinBrown is an
equal opportunity/affirmative action employer. All qualified
applicants will receive consideration for employment without regard to
sex, gender identity, sexual orientation, race, color, religion,
national origin, disability, protected Veteran status, age, or any
other characteristic protected by law. Accommodations are available on
request for candidates taking part in all aspects of the selection
process.
Manager, Client Accounting and Advisory Services
(CAAS) – Not for Profit
