Responsibilities:
- Serve as the primary point of contact for assigned clients; run weekly/biweekly check-ins track actions and surface risks early.
- Manage expectations around deliverables changes and approvals.
- Build and manage detailed project plans (milestones dependencies critical paths).
- Run standups with back-end bookkeeping team; unblock issues and balance workloads.
- Maintain source-of-truth trackers (tasks SLAs statuses next steps).
- Oversee monthly/quarterly closes and reporting packets (P&L BS CF variance notes).
- Review bookkeeping outputs for completeness reconciliations and audit trail readiness.
- Ensure on-time delivery of management reports and client-ready presentations.
- Communicate proactively with clients internal teams and the CEO; summarize decisions and follow-ups.
- Prepare concise written updates issue logs and executive summaries.
- Map and refine processes (intake bookkeeping review and reporting).
- Propose automation or tooling changes that reduce cycle time and errors.
- Document SOPs/playbooks; train staff on updated workflows.
- Represent the Company professionally in all client meetings and forums.
- Gather feedback and channel product/service improvement opportunities.
Responsibilities: Serve as the primary point of contact for assigned clients; run weekly/biweekly check-ins track actions and surface risks early.Manage expectations around deliverables changes and approvals.Build and manage detailed project plans (milestones dependencies critical paths).Run standup...
Responsibilities:
- Serve as the primary point of contact for assigned clients; run weekly/biweekly check-ins track actions and surface risks early.
- Manage expectations around deliverables changes and approvals.
- Build and manage detailed project plans (milestones dependencies critical paths).
- Run standups with back-end bookkeeping team; unblock issues and balance workloads.
- Maintain source-of-truth trackers (tasks SLAs statuses next steps).
- Oversee monthly/quarterly closes and reporting packets (P&L BS CF variance notes).
- Review bookkeeping outputs for completeness reconciliations and audit trail readiness.
- Ensure on-time delivery of management reports and client-ready presentations.
- Communicate proactively with clients internal teams and the CEO; summarize decisions and follow-ups.
- Prepare concise written updates issue logs and executive summaries.
- Map and refine processes (intake bookkeeping review and reporting).
- Propose automation or tooling changes that reduce cycle time and errors.
- Document SOPs/playbooks; train staff on updated workflows.
- Represent the Company professionally in all client meetings and forums.
- Gather feedback and channel product/service improvement opportunities.
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