Role Description
At Chaney & Associates we empower churches to wisely steward their resources through cloud-based outsourced accounting and business consulting services.
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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
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Supervise staff in performing full-charge bookkeeping tasks, including bank reconciliation, accounts payable (A/P), payroll, and other accounting functions.
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Oversee the tracking system for weekly/monthly tasks for assigned clients to ensure timely completion.
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Provide regular feedback and training to staff to improve performance and efficiency in accounting tasks.
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Ensure adherence to company standards and implementation of best practices in accounting processes.
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Review and approve financial reports, ensuring accuracy and timely publication.
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Identify and address any discrepancies in financial data, providing solutions where necessary.
External Responsibilities and Duties
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Provide exceptional customer service by addressing client needs and inquiries in a timely, professional manner.
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Regularly review and explain financial reports to clients, ensuring clarity and understanding of key metrics and trends.
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Advise clients on areas of improvement within their financial processes and internal controls, recommending best practices to enhance efficiency.
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Offer insights on streamlining financial workflows and improving accuracy in reporting and documentation.
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Assist clients in identifying and resolving discrepancies, providing practical solutions to maintain financial health.
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Foster long-term relationships with clients through consistent follow-up and ongoing support, ensuring satisfaction with services provided.
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Educate clients on financial best practices, regulatory changes, and industry trends to help them stay informed and compliant.
Qualifications
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Bachelorβs degree in Business, Finance, or Accounting preferred, or equivalent relevant experience.
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Strong grasp of accounting principles.
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Proficiency in cloud-based technologies.
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Comfortable working with churches.
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Ability to work additional hours as needed.
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Capable of managing multiple clients with varying deadlines.
Requirements
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Organizational skills, attention to detail, and ability to consistently produce a high volume of work while meeting deadlines.
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Ability to follow processes, think critically, work independently, and prioritize tasks.
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Desire to grow with the firm and take on additional responsibilities.
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Strong leadership skills, adept at managing both accounting tasks and client relationships.
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Demonstrate a commitment to excellence and continuous improvement.
Benefits
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Comprehensive health, vision, dental, and life insurance coverage.
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Company-sponsored 401k with a 4% matching contribution.
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Generous PTO policy including 3 full weeks and holidays.