🚨 We're Hiring | Accounting Associate – Client Advisory & Financial Operations
Numera / KBS CFO | Remote – US | Full-Time
Are you an experienced accounting professional who enjoys working directly with business owners and helping clients make better financial decisions? We're looking for an Accounting Associate – Client Advisory & Financial Operations to join the KBS CFO Group within the Numera ecosystem.
This is more than a traditional accounting role. You will manage a portfolio of 5–15 small-business clients, oversee their accounting operations, lead month-end close activities, analyze financial statements, identify process improvements, and work directly with clients as a trusted financial partner.
🔹 What you'll do:
Manage accounting activities across a portfolio of small-business clients
Oversee AP, AR, invoicing, bank integrations, and spend management
Lead and manage the month-end close process
Review financial statements and identify key financial insights
Ensure accurate transaction categorization and financial reporting
Identify opportunities for accounting automation and process improvement
Manage accounting system integrations and data imports
Communicate directly with clients regarding accounting activities, progress, and reporting
Support finance advisory discussions with clients and internal teams
Supervise and support accounting team members
Take ownership of client deadlines and deliverables
🔹 What we're looking for:
Bachelor's degree in Accounting, Finance, or a related field
6+ years of progressive accounting experience
2+ years of supervisory/team leadership experience
Strong US accounting / GAAP experience
Hands-on month-end close and financial reporting experience
Experience working directly with clients
Strong proficiency with QuickBooks Online, Sage Intacct, Unanet or similar accounting platforms
Strong analytical, communication, and problem-solving skills
Experience in outsourced accounting, CAS, public accounting or advisory environments is highly preferred
CPA or CGMA is a strong plus
📍 Location:
100% Remote – US-Based
🕘 Schedule:
Monday–Friday | Standard US Business Hours
🎁 Benefits:
Medical, Dental & Vision from Day 1 | 401(k) | PTO | Parental Leave | Ancillary Benefits | Professional Development Support
If you're someone who doesn't just prepare the numbers but understands what the numbers mean for a business, we'd love to hear from you.
📩 Interested? Apply or DM me directly with your resume.
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