ProfitCoach

Boost your Financial Performance through Operations Insights!

Senior Trust Accounting Executive

Accounting ManagerAccounting ManagerFull TimeRemoteTeam 11-50Since 2019H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

23 days ago

Salary

$65K - $75K / year

Bachelor DegreeEnglishCloud

Job Description

• The objective of this position is to deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting • Company and Departmental team meetings • Internal email and Slack correspondence • Skill development reading • Daily task planning • Task-by-task time tracking • Monitoring team performance metrics alongside the Trust Department Manager • Ongoing process improvement • Lead and participate in new client onboardings • Create spreadsheet and other ad hoc tools as needed to make Trust accounting processes more efficient • Maintain client communication protocols • Review and ownership of financial statements, including reconciliation review and other crosschecks

Job Requirements

  • Ability to manage client relationships and deliver the ProfitCoach experience (owning the outcome, ease of doing business, and extraordinary service)
  • Ability to oversee the execution of routine and non-routine (clean up, onboarding) services
  • Advanced problem-solving skills
  • Ability to write, improve, and train on new Trust accounting processes
  • Bookkeeping experience with a focus on accuracy, timeliness and efficiency
  • Excellent verbal and written communication
  • Proficiency with Microsoft Excel
  • Ability to define and document new processes
  • Basic ability to read and analyze financial statements
  • Ability to quickly learn and master new cloud-based software applications
  • Expert Proficiency with AppFolio
  • Proficiency with Rentvine (preferred)

Benefits

  • Salary
  • PTO
  • Health stipend

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