• Develop engagement scope, fee, and target margins for proposals and customer renewals
• Develop and monitor customer engagement budget and fee performance
• Develop and work with Quality Assurance Manager to monitor customer engagement call related and lead performance metrics
• Develop and review service offer related costs and capacity requirements, and establish service offer fees and target margins for existing and new services
• Assess current accounting operations and internal control systems; offer recommendations for improvement and implementation of new processes
• Interface weekly with Director of Ops and Quality Assurance Manager to review and act on issues including work-flow scheduling, account renewals, new account scheduling, capacity needs, staff compensation, etc.
• Update/report monthly and/or on-demand, What-if revenue, capacity, and expense projections
• Review, reconcile, and authorize customer monthly cycle billing
• Review and approve monthly credit card expenditures and distribution
• Review receivables each month, and assist Managing Director with collections and credit related decisions
• Complete sales commission schedules for Managing Director’s review and approval
• Interface with Managing Director and Director of Ops on all compensation matters/adjustments and profit-sharing payouts; including staff notifications
• Interface with Managing Director and Director of Ops to evaluate new vendors/services; and to develop new service offers (process definitions, pricing, target margins)
• Participate in special projects as directed by Managing Director such as: the development of a management reporting system; strategic planning, etc.

• Prepare internal and external financial reporting
• Provide management with information vital to the decision-making process
• Direct and work with sales and Ops to execute the annual budgeting process and monthly budget performance reviews
• Prepare quarterly Board meeting financial presentations
• Maintain Fixed Asset sub-ledger
• Interface with The Bonadio Group finance team as required in areas of cash planning, accounts receivable, accounts payable, bank and checking accounts, capital accounts, Investor accounts, Bonadio I/C activity, payroll, audit activity, and tax related matters

• A minimum of 5 years of experience in a Finance Managership role or progressive experience in a high-level accounting function including areas of planning and budgeting, cost analysis, and information management systems
• A minimum bachelors degree in accounting and/or finance
• Solid communication, technology, analytical, business process, organizational and management skills, and demonstrate strong orientation to detail and deadlines

• Masters degree in business administration or CPA/CMA designations
• Previous experience in public accounting

Hours Of Operation:

• Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday
• Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday

At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession.

EOE/AA Disability/Veteran