Accountant, Togetherwork

Client Services Manager

$85-95k

Excel
Quickbooks
Asana
monday.com
Expert level
Remote in US
Togetherwork

Mission-critical software & payments solutions

Be an early applicant

Togetherwork

Mission-critical software & payments solutions

201-500 employees

FintechB2BEnterprisePaymentsSaaS

Be an early applicant

$85-95k

Excel
Quickbooks
Asana
monday.com
Expert level
Remote in US

201-500 employees

FintechB2BEnterprisePaymentsSaaS

Company mission

To ignite the spirit of unity, empower collective growth, and propel communities toward extraordinary achievements.

Role

Who you are

  • Bachelor’s Degree in Accounting with over 10 years of accounting experience
  • Extensive experience in bookkeeping, financial reporting, budgeting, General Ledger systems, external audits, and proficiency in Excel, O365, and QuickBooks, demonstrating success in managing multiple clients and projects
  • Demonstrate outstanding customer service skills and effective communication, both written and oral, with a strong ability to synthesize information
  • Exhibit adaptability, self-motivation, a strong work ethic, exceptional attention to detail, and the ability to manage multiple high-priority projects while collaborating effectively in a remote team setting

Desirable

  • Experience with project management software (Monday, Asana, etc.)
  • Controller-level experience for small to mid-sized company or non-profit
  • Experience with non-profit and restricted funds accounting and reporting
  • Strong analytical and problem-solving skills

What the job involves

  • Our firm is growing and we are looking for a full-time Accountant- Client Services Manager to be based remotely within the U.S
  • This position supports a portfolio of clients by overseeing all areas relating to their general ledger. Working with client’s staff and lay leaders, the Accountant- Client Services Manager is expected to take initiative in maintaining the client’s financial health
  • Provide accurate and timely monthly financial reporting including balance sheets and profit and loss statements
  • Assist clients with budget entry, expense tracking, and monthly contributions management
  • Working closely with internal AP and AR team members to oversee accurate bank reconciliations ensure precision
  • Manage year-end 1099 preparation for vendors and collaborate with Accounts Payable Manager
  • Maintain client-specific documentation, standardize bookkeeping for new clients, and track and complete custom projects
  • Communicate regularly with clients through email and meetings, support clients during audits or financial reviews, and actively participate in team meetings and initiatives

Our take

Togetherwork specializes in providing software and payment solutions tailored for member-based organizations. The company offers a suite of tools designed to enhance group management, member engagement, and financial operations.

The company has built a strong reputation for supporting organizations in their growth and operational needs. With solutions that are crafted to simplify membership management, improve communication and optimise payment processes, organizations can deliver high-quality services to their members and constituents.

Recently, the company secured substantial funding, highlighting backers' faith in the company. This funding will support the company's plans to enhance its capabilities and expand its reach, continuing its mission to strengthen member-based organizations and contribute to their growth and success.

Steph headshot

Steph

Company Specialist

Insights

Few candidates hear
back within 2 weeks

Company

Company benefits

  • Medical, dental, and vision insurance options
  • 100% Employer paid short/long term disability
  • Basic Life
  • 401(k) option with 100% company match
  • Flexible paid personal/vacation time built on mutual trust and accountability
  • 10 sick days annually
  • 10 company paid holidays
  • 6 weeks paid parental leave
  • Pet Insurance
  • Medical Travel Benefits
  • Infertility Benefits
  • Teladoc
  • Employee Assistance Program
  • Wellness Benefits & Engagement Platform

Company values

  • Purpose
  • Belonging
  • Growth

Company HQ

Civic Center, New York, NY

Leadership

They have spent most of the past 20 years as a Software and Payments Entrepreneur and Executive, nurturing and growing successful fintech companies.

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