Director Of Cloud Finance Services

Description:

• Act as a virtual CFO and oversee all financial management and accounting services for a portfolio of clients, including planning, monitoring quality and status of key deliverables, and communicating financial results to clients
• Lead and inspire the virtual accounting team (starting with 3 direct reports), including: setting clear expectations aligned to business goals, removing obstacles to team success, providing ongoing feedback, conducting timely performance reviews, and providing resources and support to accelerate professional and personal development
• Foster a customer-centric environment. Motivate staff to maintain a high level of responsiveness and an unrelenting focus on providing exceptional customer service
• Identify, design, implement and measure internal process improvement initiatives, train staff on procedures and expectations, and provide continuous support to all cloud accountants to help scale the organization’s growth

• Effectively utilize industry-leading cloud-based workflow management tools to standardize client service delivery, including templating of key client communications, accurate and timely creation of work items, and ongoing reviews

• Act as the primary relationship manager for clients, responding to client inquiries in a timely manner, running effective monthly/quarterly client business performance review meetings, managing expectations relative to scope of work, proactively anticipating clients’ financial management needs, and surfacing additional service opportunities.

• Collect, analyze and leverage data to help guide decision making. Maintain a frequent and ongoing client satisfaction feedback loop - leverage insights to measure team performance, proactively identify risks and opportunities impacting client service delivery

• Promote a positive, inclusive, engaging, fun, balanced, and people-centered culture