Account Manager

Summary

Grassi is an accounting and advisory firm serving businesses and individuals across multiple industries. The Account Manager prepares accurate and timely financial statements, manages client service as the primary point of contact, supports accounting teams, and contributes to process improvements.

Responsibilities

• Ensuring accurate and timely preparation of monthly and annual financial statements
• Reviewing all income statements monthly and preparing monthly client checklist and sending to all clients to ensure they have accurate monthly data
• Reviewing general ledger accounts monthly and making monthly accruals and adjustments
• Serving as a primary point of contact for assigned clients
• Utilizing accounting systems to support client accounting and reporting needs, with experience in Restaurant365 (R365), Xero, and/or Sage Intacct
• Supporting internal and offshore accounting teams through training, coaching, direction, and review of completed work
• Supporting accurate chart of accounts mapping
• Identifying data quality issues and errors, investigating data discrepancies and escalating
• Contributing to continuous improvement activities that expand and improve practices and services
• Performing other accounting activities as required
• Demonstrating firm core values consistently

Skills

• 3+ years or more of full-cycle bookkeeping and related experience
• Experience with Restaurant365 (R365), Xero, and/or Sage Intacct is required
• Experience with restaurant, franchise, or multi-unit clients is required
• Demonstrated experience leading, training, coaching, or overseeing accounting staff, including offshore teams
• Strong understanding of full-cycle accounting, including general ledger, balance sheet, income statement, accruals, adjustments, and financial reporting
• Demonstrates a passion for bookkeeping, client servicing and seeing accurate results
• Must have the highest attention to detail
• Sense of urgency and ability to meet deadlines
• Ability to work independently as well as lead and collaborate with others
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Exceptional organization, planning and time management skills
• Bachelor's degree preferred

Qualifications

Must Haves

• 3+ years or more of full-cycle bookkeeping and related experience
• Experience with Restaurant365 (R365), Xero, and/or Sage Intacct is required
• Experience with restaurant, franchise, or multi-unit clients is required
• Demonstrated experience leading, training, coaching, or overseeing accounting staff, including offshore teams
• Strong understanding of full-cycle accounting, including general ledger, balance sheet, income statement, accruals, adjustments, and financial reporting
• Demonstrates a passion for bookkeeping, client servicing and seeing accurate results
• Must have the highest attention to detail
• Sense of urgency and ability to meet deadlines
• Ability to work independently as well as lead and collaborate with others
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Exceptional organization, planning and time management skills

Nice to Haves

• Bachelor's degree preferred

Benefits

• Generous paid time off
• Flexible “Dress for Your Day” dress code
• Telecommuting options
• Flex-time policies
• Summer hours
• Three extra Fridays off during the summer months in addition to PTO through the Floating Summer Friday’s program
• Eligibility for a raise and bonus each June or December based on performance metrics and level
• Medical, Dental, and Vision Insurance
• Employer contribution to life insurance
• 401(k) plan
• ESOP and the exclusive opportunity for all Grassi U.S. employees to own the firm’s stock
• Client and employee referral bonus program
• Financial assistance toward the achievement of the CPA certification, including CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), and CPA application and licensing fees
• Paid study time during work hours
• Additional paid time off to take your scheduled CPA exam
• A bonus paid upon passing the CPA exam
• Continuing Professional Education (CPE) opportunities, including technical and soft skills training, through internal courses and external programs, at no cost to employees
• Discounted gym memberships
• Wellness initiatives and programs such as the CALM app
• Fully remote work for candidates located in the Bethlehem, PA area
• Potential to transition to a hybrid schedule of three days per week in the office for Denver-based candidates after the initial onboarding period