Account Manager - Serving Churches

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 (4-year degree in Accounting preferred).

• Minimum of 5 years of relevant experience in an office setting.

• 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.