Accounting Team Lead, Cloud Services

Position Summary:

We are an elite accounting firm headquartered in downtown Chicago in the NBC Tower that allows 100% remote work by anyone in the USA. Our team is seeking an Accounting Team Leader who will mesh well with our team and our clients. Our team is one of the business functions within ORBA, and we offer a unique mix of both a small company feel with the support of a larger firm.

Essential Job Functions:

• Be a mentor to your team to ensure they have a proper growth path within our firm
• Hold weekly team (pod) meetings to discuss any client issues and team capacity constraints
• Meet weekly with other team leaders and VP of Client Services to discuss new client staffing and departmental issues
• Hold monthly 1 on 1 with each person on your team to discuss their development and happiness
• Perform quarterly and annual performance reviews for each team member to hold them accountable and ensure their progression
• Shadow your teams' monthly client meetings to give them feedback about their client communication
• Survey clients each month to ensure their happiness with your team
• Serve as an escalation point for clients when they are unhappy with your teams' service level.
• Analyze profit margins by client to ensure we're delivery high quality and profitable work to our clients.

Experience and Skills:

• Prior experience in a client services accounting role
• Prior experience as an Accounting Manager/Controller
• Proficiency in QuickBooks and/or NetSuite
• Proficiency in Excel
• Able to simplify accounting concepts down into layman terms
• Proven ability to lead and manage a team while being able to take the initiative to problem solve
• Excellent verbal and written communication
• Effective at time management, efficient planning and organizing
• Strong attention to detail and accuracy
• Experience working in a team environment with excellent problem solving skills