Advisory Administrative Team Lead - Finance & Accounting Solutions

In this role you, will provide high-level administrative, technical, and strategic support to the Finance and Accounting Solutions department. This role facilitates managing complex projects, client interactions, quality control, and optimizing job workflows. Additionally, the position includes supervision of the FAS Advisory Administrative Coordinators and mentoring/supporting associates, contributing to strategic initiatives, and assisting with departmental improvements.

Essential Duties/Responsibilities:

• Client Management
  • Lead the creation and management of engagement letters, including client lists, mail merges, and follow-ups via DocuSign.
  • Oversee the setup and closure of client accounts in systems such as FloQast, Suralink, GFR, and OneHub.
  • Manage complex client communications regarding work readiness, reporting, and deliverables.
  • Collaborate with the onboarding team for the implementation of client software systems (e.g., QBO, Bill, Gusto), payroll processing, and third-party provider registrations.
  • Maintain effective communication with clients, ensuring timely data flow, meeting reminders, deadlines, and deliverables.
  • Foster and maintain positive relationships with clients by addressing inquiries and concerns promptly.
• Quality Control and Reporting:
  • Ensure all applications have appropriate documentation for GFR, Engagement, and FloQast.
  • Provide operational support to Directors and Regional Directors.
  • Monitor job codes and ensure client data accuracy in STAR/Salesforce.
  • Manage data for FloQast, Suralink, GFR, and OneHub.
  • Set up, monitor, and finalize engagement binders.
• Workflow and Process Tracking
  • Ensure all applications have appropriate documentation for GFR, Engagement, and FloQast.
  • Provide operational support to Directors and Regional Directors.
  • Monitor job codes and ensure client data accuracy in STAR/Salesforce.
  • Manage data for FloQast, Suralink, GFR, and OneHub.
  • Set up, monitor, and finalize engagement binders.
• Leadership and Mentorship
  • Mentor and train associates, providing guidance and support to enhance their professional development.
  • Lead by example, demonstrating professionalism, ethical behavior, and a commitment to excellence.
  • Managing team members for success. Including but not limited to hiring, performance management, balancing workloads and clients needs.
  • Contribute to strategic departmental initiatives, offering insights and recommendations for process improvements.
• Perform additional tasks and responsibilities as needed to support the accounting solutions functions, including special projects, ad-hoc analyses, compliance activities, process improvements, and collaborative projects with other departments.

Required Skills/Abilities:

• Advanced proficiency in Microsoft Office suite, including the ability to prepare complex correspondence, reports, tables, and exhibits using formulas and appropriate formats.
• Expertise in using Outlook, Excel, and Monday.com for setting up and maintaining project management files and scheduling.
• Excellent communication skills, with the ability to articulate complex information clearly and concisely.
• Strong critical thinking and decision-making abilities, with sound judgment and ethical behavior.
• Proven ability to handle confidential information with discretion.
• Exceptional organizational and time management skills, with the ability to prioritize tas