DescriptionWe're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need toachieve great things. Our firm is rooted in entrepreneurialism and committed to excellence - for our employees, our clients, and our communities. At KSM, you'll be empowered to hone your skills and develop your interests. You'll feel valued and cared for - and challenged - in a fun, collegial environment where you're appreciated as an individual with singular talents. And you'll be rewarded for growing, leading, and innovating. Because our vision for you is that you come to work every day and do your very best work. To be there for your teammates. To best serve our clients. And to realize your full potential as a professional - and as a person. Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors. Responsibilities:
- Develops and strengthens long term relationships with clients.
- Orchestrates and implements new client processes and handles the initial set-up of 3rd party applications that the firm and client will use to collaborate for ongoing monthly engagements.
- Perform client onboarding in compliance with the Outsourced Finance and Accounting Services (OFAS) standard onboarding process.
- Works with the Directors to schedule client jobs and monitor jobs to ensure they are on time and on budget, quickly identifying issues and working with the team to find an appropriate solution.
- Review work in process and perform billing on assigned jobs.
- Supervise, train, and assist OFAS associates with regards to accounting services for clients in preparing workpapers, entering transactions into accounting system, performing monthly financial statement reconciliations, and preparing engagement correspondence with the client.
- Review and perform, when necessary, all client work to ensure it is accurate and compliant with the scope of the engagement.
- Identify out of scope work and communicate with client, if possible, before commencing the out of scope work.
- Adopts, champions, and improves the OFAS standard processes and procedures.
- Maintenance and ensuring internal compliance of the OFAS standard processes and procedures, as well as any client directed processes that need to be followed.
- Manage unexpected and sometimes urgent client matters as they arise.
- On time delivery with regards to internal and external deadlines.
- Recommend opportunities for improvement of client's processes.
- Run custom financial reports on a regular basis at request of internal or external customers.
- Preparation of client KPIs and other management reports.
- Budgeting and forecasting projects as needed by client.
- Direct contact with 3rd party vendors for routine client account and support matters.
- Serves as liaison between the client and the tax team to assist in information gathering.
- Have a clear understanding of the firm's and the OFAS practice policies and procedures and a general knowledge of firm products and services in order to offer value added services to the client.
- Other duties and projects as assigned.
Requirements/Qualifications:
- Bachelor's degree in accounting or finance preferred.
- Adapts easily to learning new software applications and demonstrates proficiency with core applications.
- Efficient entry of transactions with average or above-average data entry time realizations and rates of accuracy.
- Able and willing to learn and use new technology software skills efficiently.
- 5-7 years accounting services experience, with 2-3 years of managing staff, related to financial statement reconciliations including accounts payable, accounts receivable, payroll, and month-end financial statements/general ledger through trial balance.
- Knowledge and experience with various software packages possessing the ability to easily learn new software applications. Position will work primarily with QuickBooks Online, QuickBooks Desktop, Bill.com, a variety of payroll providers, Microsoft Office applications including Teams.
- Has obtained applicable software certifications.
- Attention to detail with the ability to multitask with ease and professionalism across a variety of industries in a fast-paced environment.
- Project management skills are critical with the ability to manage unexpected and sometimes urgent client matters as they arise.
- Strong interpersonal, relationship building, and coaching skills, with the ability to motivate and manage staff.
- Client-centric approach to all matters.
- Team player approach to allow for cross functional assignments.
- Excellent verbal and written communication skills via telephone, video, and email.
- Unrelenting commitment to client satisfaction.
- Works with confidential client matters, requires ability to maintain confidentiality.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.