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Job Summary: To own client relationships end-to-end, coordinate the internal team of bookkeepers and analysts, and ensure financial deliverables are accurate, timely, and client-ready.
This is a leadership role at the intersection of client success, financial management, and operational excellence.
Key Responsibilities: ● Serve as the primary client liaison , managing expectations, relationship health, and proactive risk escalation.
● Represent the company professionally in all client and external forums.
● Oversee monthly/quarterly financial close and the production of accurate, audit-ready financial statements (P&L, Balance Sheet, Cash Flow).
● Perform Quality Control (QC) on all bookkeeping outputs and ensure the on-time delivery of polished, executive-level management reports.
● Lead and coordinate the internal bookkeeping and analyst teams, running standups and balancing workloads.
● Develop, manage, and maintain project plans, tasks, and SLA trackers to ensure accountability and deadline adherence.
● Drive operational excellence by mapping and refining core processes (intake to reporting).
● Identify, document (SOPs), and implement automation and technology solutions to enhance efficiency and minimize errors.
Market Competitive Salary Work from anywhere Standard EST Working Hours Interested candidates can apply through the following: ayesha@highstreetresources.
com www.highstreetresources.
com Experience: ● 5+ years of experience in bookkeeping, finance, or operations, including team management.
● Demonstrated success managing client relationships and delivering financial services.
● Extremely proficient with technology and digital tools - must be able to learn, adopt, and optimize software platforms quickly.
● Proficiency in QuickBooks Online is required ; experience with Float, Payworks, G-Suite/Google Workspace, and project management software (e.
g., Asana, Trello, ClickUp, Monday.
com) is a strong asset.
● Exceptional communication and client-facing skills.
● Strong leadership and team management capabilities.
● Highly organized with proven project management experience.
● Analytical thinker with strong problem-solving skills.
Education: ● MBA or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
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