Director, Client Operations & Bookkeeping Overview • The Director, Client Operations & Bookkeeping will oversee a multi-client accounting portfolio, ensuring operational excellence and quality delivery. • Lead a team of nine professionals, managing organizational structure, performance, and succession planning. • Develop and implement firm-wide standards and workflows for financial processes, ensuring compliance and efficiency. • Serve as the senior escalation point for client, quality, and staffing matters, ensuring client satisfaction. • Present review-ready financial packages to client executives and firm leadership, maintaining high standards of accuracy. • Drive adoption of advanced accounting technologies, including AI-enabled tools, to enhance operational efficiency. • Support quality of earnings and due diligence processes, preparing adjusted EBITDA analyses and managing auditor interactions. • Foster a culture of continuous improvement, addressing process gaps and implementing standard templates and checklists. Director, Client Operations & Bookkeeping Key Responsibilities & Duties • Lead the accounting operations team, setting organizational structure and managing hiring, performance, and succession planning. • Oversee client governance, conducting business reviews and resolving escalations to ensure timely and accurate financial delivery. • Design and document firm-wide standards for financial processes, ensuring compliance and operational efficiency. • Review and approve monthly financial statements, ensuring accuracy and alignment with GAAP standards. • Manage client relationships, including scoping, pricing, onboarding, and identifying expansion opportunities. • Drive adoption of advanced accounting technologies, enhancing reporting automation and financial modeling capabilities. • Support audit preparation and due diligence processes, managing request lists and responding to auditor queries. • Monitor portfolio financial performance, addressing margin erosion and partnering on pricing and staffing decisions. Director, Client Operations & Bookkeeping Job Requirements • Bachelor’s degree in Accounting or Finance; CPA certification preferred. • 8+ years of progressive accounting experience, including 4+ years in leadership roles. • Proficiency in AP, AR, accruals, and period-end close processes. • Advanced Excel skills and familiarity with accounting software like NetSuite, QuickBooks, and Xero. • Experience in multi-client or outsourced accounting environments. • Strong communication skills for translating accounting findings into actionable guidance. • Demonstrated ability to manage engagement budgets and client escalations effectively. • Familiarity with audit preparation and quality of earnings processes.