Accounting Team Lead, Consulting Services

Accounting Team Lead, Consulting Services

Birmingham, Michigan 

 

Employment Type:             Full-Time

Compensation:                   $66,000.00 - $80,000.00 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience. 

Benefits Offered:                Vision, Medical, Life, Dental, 401K

 

ABOUT THE JOB

The Accounting Team Lead, Consulting Services will be responsible for developing an overall strategic vision to drive and manage the consulting services performance, accounting, and related processes for compliance in a high growth, fast paced environment. You will work cross functionally with other accounting, consulting, and finance teams to enhance our internal processes and systems to drive full compliance and automation of the consulting services teams’ financials performance and revenue metrics. Collaboration with sales, services finance and other functions or customers is a must.

 

PRIMARY DUTIES AND RESPONSIBILITIES

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Work closely with Services, Sales Operations and Finance teams to ensure appropriate SOWs and change orders meet defined criteria for factors to support profitability and collections of consulting services.
• Reconcile amounts on orders submitted from Sales to the reported bookings and revenues received from Finance.
• Work with Services and Sales on non-compliant SOWs and change orders and provide direction and clarity on steps to resolve order issues.
• Act as a point of contact for Sales and Services questions relative to SOW quotes.
• Review data accuracy in Salesforce.com, Kimble PSA and Intacct accounting system.
• Manage full life cycle of SOW, including budget, forecast, and actual performance and delivery of implementation and consulting service delivery and billing.
• Responsible for ensuring timely billing of all services.
• Assist with accounts receivable collections to ensure timely cash receipt.
• Communicate and collaborate on process challenges with internal teams for process efficiencies.
• Perform other accounting, financial, or administrative tasks as required.
• Assist with month end close process as needed.
• Hands on knowledge of Intacct, Salesforce, CPQ, and Concur and Kimble PSA.
• An understanding of the software industry is highly desirable. 
• Responsible for leadership/development and project reporting standards. 

 

QUALITIES OF A SUCCESSFUL CANDIDATE

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s degree in accounting or finance or equivalent experience work experience. 
• 3+ years of experience managing accounting and financial reporting, with experience partnering with  Consulting Services and Training teams within a Software  Company. 
• 1-2 years of supervisory experience.
• Detail-oriented with the ability to manage multiple initiatives simultaneously. 
• Ability to work with a large, global, functionally diverse, and informed user base that demands high-quality applications. 

 

PREFERRED EDUCATION AND EXPERIENCE

• Experience with: 
  • Sage Intacct
  • Kimble 
• Experience reviewing consulting services contracts.

PERSONAL ATTRIBUTES

• Strong analytical and problem resolution skills along with the ability to communicate results both verbally and in writing.
• Strong interpersonal skills. 
• Self-motivated and willing to work in an energetic, fast-paced team environment. 
• Able to manage multiple projects at a time.
• Self-directed, organized and an aspiration to constantly improve.
• Unquestioned integrity and values that the organization can trust without reservation.
• A highly motivated team player who contributes to an atmosphere in which people collaboratively, enthusiastically, and effectively produce results.
• Legally authorized to work for any company in the United States without sponsorship.

WHO WE ARE

OneStream® is an independent software company backed by private equity investors. OneStream provides an intelligent finance platform built to enable confident decision-making and maximize business impact. 

OneStream unleashes organizational value by unifying data management, financial close and consolidation, planning, reporting, analytics, and machine learning. We empower Finance and Operations teams with AI-enabled insights to make faster and more intelligent decisions