Accounting Specialist - Team Lead

e2E helps startups, small businesses, and nonprofits successfully grow to the next level by providing them with the strategic finance, human resources, and/or tax expertise they need to succeed; freeing them up to focus on the growth and profitability of their business.

This position will be based in the Kansas City, MO area. Applicants should either currently reside in the Kansas City Metro area or be planning on relocating to Kansas City.

To learn more about e2E, visit our website at www.e2ekc.com.

The Accounting Specialist Team Lead will report to the Director of Accounting Services and will lead the e2E, LLC Accounting Specialist team. This role is responsible for staffing assignments, quality standards, and internal team and external client experiences.

As the Accounting Specialist Team Lead, you will be the main contact and coordinator for the Accounting Specialist and will be responsible for managing and developing associates, streamlining processes, and delivering service with a high level of accounting principles understanding. This role will also be responsible for solving and researching the unique accounting needs of our client's industry.

Key Responsibilities

• Lead the Accounting Specialist team delivering all client bookkeeping services including accounts payable and payment processing, credit card coding, customer invoicing and accounts receivable management, compliance, month-end duties, data analysis/inquiries, assistance with financial statement preparation, cash balance monitoring, and other bookkeeping services.
• Hire, train, develop, and manage the team’s day-to-day operations.
• Manage team performance and provide coaching that is timely and constructive.

• Collaborate with CFO/Controller Leads, Accounting Consultants, and Payroll and Benefits Consultants to identify opportunities to improve the client experience, quality, internal team workflows, and/or efficiency.
• Manage bookkeeping team structure, operations, and daily Associates assignments.
• Coordinate with the Accounting Onboarding team to ensure a smooth transition of bookkeeping services by executing all new client bookkeeping onboarding processes and tasks including:
  • GL mapping
  • Update accounting records and correct accounting practices of client, create efficiencies in client’s accounting files (bank rules, automatic report generation, etc.)
  • Produce the first month of Accounting Specialist work
  • Draft accounting manual and accounting checklist for all new clients (using templates)
  • Smooth transition to Accounting Specialist team
  • Other onboarding duties as required.
• Build and optimize scalable Accounting Specialist team processes, standards, and quality metrics.
• Document team processes and standards.
• Other duties and responsibilities as identified or needed to help drive our Vision and abide by our client promise to help our clients grow.

Skills and Competencies

• Excellent managerial and supervisory skills;
• Excellent interpersonal communication and diplomacy skills (including client service);
• Proven ability to build trust with colleagues and team members;
• Excellent written and verbal communication skills;
• · People and process-focused, flexible, organized, and able to work in a fast-paced environment.
• · Ability to continuously evaluate and implement emerging accounting technologies to improve accuracy, efficiency, and the client experience.

Qualifications

• Bachelor’s degree required and Accounting degree or concentration strongly preferred
• 5+ years of related experience including bookkeeping, bank and credit card reconciliations, AP/AR accounting, payroll, monthly close, adjusting entries, financial statement preparation, financial analysis and monitoring, and other related experience.
• 2+ years in a supervisory or management role.

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including healthcare and retirement plans.
• Professional development opportunities and ongoing training.
• Collaborative and innovative work environment.
• Opportunity to work with diverse and exciting clients.
• Company culture that values creativity, initiative, and growth.