Accounting Manager

Why This Role Matters

This position will play a foundational role in supporting the agency’s next stage of growth. The right person will help build financial systems and operational infrastructure that support the company for years to come. If you’re looking to simply “do accounting,” this is not the right fit. If you’re looking to help build and manage the financial engine of a growing business, we’d love to talk.

Reporting to the Chief of Staff and working closely with the Office Manager, the Finance & Business Operations Manager will own the financial and compliance backbone of the organization.

This role combines:

• Accounting leadership
• Business management
• Strategic financial partnership

You will be responsible for both day-to-day financial execution and higher-level financial strategy. You must be comfortable rolling up your sleeves while also partnering with leadership on forecasting, growth planning, and financial decision-making. This role includes business management responsibilities tied to financial health and operational compliance, not just traditional accounting duties. This is a high-ownership position for someone who wants to help build and protect the financial engine of a growing business.

You are not looking for a narrow accounting role. You want to grow with a company long-term.

• Wearing multiple hats in a growing organization
• Building systems and improving processes
• Taking ownership instead of waiting for direction
• Working independently while partnering with leadership
• Seeing the direct impact of your work on the business

• Manage banking relationships with financial institutions
• Full ownership of the general ledger and accounting operations (ie: balance sheets, income statements, cash flow statements, etc) in accordance with Generally Accepted Accounting Principals (GAAP)
• Bank Reconciliations;
  Month-end and year-end close processes
• Accounts payable and accounts receivable oversight; cash flow management
• Preparation of internal financial reports for leadership
• Ownership of Quick Books Online; chart of accounts structure and reporting optimization
• Collaboration with external CPA and tax preparer
• Support annual tax preparation

• Build development and maintenance in Quick Books Online
• Monitor actual vs. budget performance; provide variance analysis and actionable insights
• Ongoing forecasting and financial modeling
• Support leadership in financial strategy, hiring decisions, and growth planning
• Monitor agency utilization and profitability, providing insights and recommendations to help leadership improve efficiency, resourcing, and margins
• Develop and maintain margin and rate models to support pricing decisions, revenue planning, and overall financial performance

You will not simply report history – you will help shape financial direction.

• Monitor tax law and regulatory changes affecting the business; identify potential tax credits or incentives
• Manage multi-state payroll and tax registrations
• Oversee business registrations and licensing requirements
• Own vendor onboarding including W-9 collection and review; manage annual 1099 preparation and filings
• Maintain organized, audit‑ready documentation year-round; coordinate and manage external audits
• Establish and maintain financial policies, procedures, and internal controls

This role serves as a proactive compliance steward – not just a reactive processor.

• Oversee payroll processing and compliance; maintain payroll records and confidentiality
• Work with payroll vendor to manage payroll tax filings and reporting
• Support benefits‑related financial tracking and reporting
• Ensure multi-state payroll compliance

Payroll experience is strongly preferred, but not required.

• Own all business insurance policies (general liability, professional liability, cyber, workers’ comp, etc.)
• Manage renewals, quotes, and broker relationships
• Evaluate coverage as the company grows
• Maintain certificates of insurance for client and RFP needs

This role…