Account Manager - Serving Churches

Chaney & Associates
$65,000 - $80,000 a year
Roseville, California
Full time
16 hours ago

Mission:

At Chaney & Associates we empower churches to wisely steward their resources through cloud-based outsourced accounting and business consulting services.

Vision:

To become the nation's premier faith-based Trusted Ministry Advisor, founded on collaborative stewardship, integrity, and a thriving organizational culture.


Why You'll Love Working Here:

  • Opportunities for Growth: Whether pursuing your CPA or expanding your accounting expertise, there's ample room for career advancement at C&A.
  • Passion for Service: If you thrive on delivering exceptional service and exceeding client expectations, you'll fit right in.
  • Tech-Savvy Environment: Embrace our tech-forward approach where we leverage cutting-edge tools to enhance efficiency and reduce costs.


We prioritize finding the right fit over the perfect resume! If you feel our team is a place where you belong, we’d love to hear from you!


Win: Provide leadership and guidance to both staff and clients to ensure the client has confidence and clarity in their financial position and decision-making.


Internal Responsibilities and Duties:

  • Supervise staff in performing full-charge bookkeeping tasks, including bank reconciliation, accounts payable (A/P), payroll, and other accounting functions.
  • Oversee the tracking system for weekly/monthly tasks for assigned clients to ensure timely completion.
  • Provide regular feedback and training to staff to improve performance and efficiency in accounting tasks.
  • Ensure adherence to company standards and implementation of best practices in accounting processes.
  • Review and approve financial reports, ensuring accuracy and timely publication.
  • Identify and address any discrepancies in financial data, providing solutions where necessary.

External Responsibilities and Duties:

  • Provide exceptional customer service by addressing client needs and inquiries in a timely, professional manner.
  • Regularly review and explain financial reports to clients, ensuring clarity and understanding of key metrics and trends.
  • Advise clients on areas of improvement within their financial processes and internal controls, recommending best practices to enhance efficiency.
  • Offer insights on streamlining financial workflows and improving accuracy in reporting and documentation.
  • Assist clients in identifying and resolving discrepancies, providing practical solutions to maintain financial health.
  • Foster long-term relationships with clients through consistent follow-up and ongoing support, ensuring satisfaction with services provided.
  • Educate clients on financial best practices, regulatory changes, and industry trends to help them stay informed and compliant.

General Requirements:

  • Organizational skills, attention to detail, and ability to consistently produce a high volume of work while meeting deadlines.
  • Ability to follow processes, think critically, work independently, and prioritize tasks.
  • Desire to grow with the firm and take on additional responsibilities.
  • Overall, the ideal candidate should possess strong leadership skills, be adept at managing both accounting tasks and client relationships, and demonstrate a commitment to excellence and continuous improvement.

Qualifications:

  • Bachelor’s degree in Business, Finance, or Accounting preferred, or equivalent relevant experience.
  • Strong grasp of accounting principles.
  • Proficiency in cloud-based technologies.
  • Comfortable working with churches.
  • Ability to work additional hours as needed.
  • Capable of managing multiple clients with varying deadlines.

Benefits:

  • Comprehensive health, vision, dental, and life insurance coverage.
  • Company-sponsored 401k with a 4% matching contribution.
  • Generous PTO policy including 3 full weeks and holidays.

This is a remote position.
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