Practice Director
4 weeks ago
Oversee financial reporting and budgeting to ensure the smooth operation of our clients' financial affairs.
Key Responsibilities:
- Build and maintain relationships with external software and service providers to ensure our practice software is current and our team members are trained in its use.
- Lead a small, high-performance team, providing guidance and coaching to ensure they are equipped to deliver exceptional client services.
- Prepare regular reports to inform senior management of key financial metrics and trends.
- Prepare financial statements and management information to support business decision-making.
- Advise on business transactions, including mergers and acquisitions, to ensure our clients' financial interests are protected.
Requirements:
- 3-5 years of experience in a similar role, preferably in a financial services or accounting practice.
- Proficiency in Caseware, Xero, and Draftsworx.
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