Club Capital
Club Capital LLC is a rapidly growing Accounting, Tax, and CFO Services firm specialized in the insurance industry with clients across the country. We provide a cloud-based financial infrastructure to our clients including tax services, self-service payroll, bookkeeping, industry analytics, and benchmarking services. Operating through the cloud for our clients, Club Capital staff work primarily on premises in our Bethesda, MD headquarters but have been able to easily adapt to a remote workforce.
Our excitement is fueled by empowering our customers to achieve their full potential as small business owners and entrepreneurs. Our clients are pillars of their communities and serve a large part of the small business ecosystem that we strive to to make stronger every day..
We believe you should work alongside people who inspire you, challenge you, and push you to be the best version of yourself. It’s about having the freedom to approach, own, and solve problems creatively.
Our mission is strong and our growth shows that we are making a difference in entrepreneurs' lives across the country. We are a close knit team of smart, friendly, people looking to dominate our niche industry and become the best advisors in the country for our customers. For further insight into the nature of the company go to www.club.capital.
Overview of Position:
We are looking for a Senior Accountant our Client Accounting Services division. As a senior position within the division, you will help design and implement world class processes that streamline both the internal accounting and operations for our client portfolio. You should also have strong analytical skills to review industry financial benchmarking data to present trends and variances to on client webinars.
Duties / Responsibilities:
- Serve as Subject Matter Expert to Account Managers to assist in monthly and EOY financial statement creation
- Lead the Account Management Team
- Manage a smaller portfolio of High Priority clients providing monthly financial statements and variance analysis presentations
- Manage the bookkeeping team assigned to your client portfolio
- Provide guidance to our onboarding, account management, and bookkeeping teams to represent industry best practices based upon accounting principles
- Design and implement world class processes for client accounting and advisory services
- Investigate complex accounting issues to develop methodology upon accounting principles
- Manage customer deadlines and expectations in a fast-paced, collaborative environment
- Delight customers with expert guidance and support
Requirements / Qualifications:
- B.S. or M.S. in Accounting or equivalent
- 2+ years of public accounting experience preferred but not required
- 2+ years of private industry experience preferred but not required
- CPA preferred but not required
- Excellent written communication skills
- Excellent attention to detail
- Well organized and strong attention to detail
- Exceptional client service along with the ability to develop excellent client relationships
- Strong leadership and personnel management skills
Club Capital LLC is an equal opportunity employer.
This is a remote position.
Compensation: $90,000.00 - $100,000.00 per year
Club Capital LLC
Club Capital is an accounting, tax, and CFO services firm designed specifically for insurance agents. Our mission is to help make insurance agents better business owners. We strive to accomplish this in 3 primary steps:
- Implement best-in-class financial technology. We bring agents up on a platform that includes accounting, self-service payroll, and business analytics all in one place and managed by a dedicated accountant.
- We then compare the agency's financial performance against others within the insurance industry. Knowing how well agents are doing compared to the agent down the street or the agent in another state is valuable information to know how to make impactful decisions for their agency.
- Our team of finance experts can then work with agents to build customized budgets and forecasts for their business using advanced financial modeling software. We will help agents set and attain realistic financial goals for their business and even model out specific events like hiring an employee, buying a business vehicle, or taking out a loan to determine their bottom line impact and best timing for investment.
We're a startup accounting firm with Partners and Employees that are excited about how the advancements in accounting technology can transform small businesses. We're an entrepreneurial, agile, and fun team of professionals - come join our team!
Company Website: club.capital
(if you already have a resume on Indeed)