Accounting Services Team Lead

Raphael & Associates

The Opportunity We are looking for a detail-oriented and technology-savvy Accounting Services Team Lead to support the back-office accounting operations of our growing organization. In this role, you will assist senior leadership in enhancing our processes and procedures which allow us to provide our clients with best-in-class accounting and fiduciary services.

This is an in-office position, reporting to the Rutherford, NJ office location.

Key Responsibilities

• Direct team of accounting operations specialists responsible for day-to-day management of client escrow accounts.
• Monitor daily funding levels to ensure sufficient capacity to issue pending/upcoming payments; interact with clients to arrange additional funding when necessary.
• Issue checks and other payments (wire transfers, ACH).
• Provide detailed client reporting (monthly and ad-hoc).
• Reconcile bank accounts to internal systems.
• Ensure data integrity related to financial records in core systems.
• Respond to client and internal inquiries promptly, professionally, and efficiently.
• ​​​​​​​​​​​​​​Develop client relationships, plan and supervise expectations and deliverables, and be a key client contact.
• Assist clients in accounting and financial reporting needs, including ensuring appropriate resources are being allocated.
• Assist in evaluating and establishing financial reporting internal controls and procedures.
• Assist in the development of enhanced department best practices, processes, tools, and systems to enhance best-in-class approach.

Qualifications

• Bachelor’s degree in accounting, finance, business administration.

• Experience in the insurance or broader banking/financial services industry strongly desired, particularly in a similar accounting/operations/back-office role

• Supervisory/Management experience required.

• Strong operational skills/process driven mentality.

• Highly organized with an eye for detail.

• Excellent client service skills.

• Ability to multi-task and prioritize with minimal oversight.

• Strong excel skills; experience with database tools such as Tableau a plus.

• Core Competencies

• Strong organizational and time-management skills with the ability to effectively prioritize multiple responsibilities in a fast-paced environment

• Excellent verbal and written communication skills, with the ability to interact professionally with colleagues, management, clients, and other stakeholders

• Ability to manage multiple tasks simultaneously while meeting deadlines and maintaining a high level of quality

• Benefits and Perks

• We are an organization that values and recognizes the contributions of our team members. We offer competitive compensation and benefits package commensurate with experience, including base salary, performance-based incentives, paid time off, comprehensive medical, dental, vision, and life insurance, as well as a 401(k) plan with company matching.

• Raphael & Associates is an Equal Opportunity Employer. We are committed to building an equitable, collaborative and diverse workforce throughout our organization by providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other legally protected characteristic. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, terminations, promoting, transferring, compensation, benefits, training, leave of absence, and other terms, conditions, and benefits of employment.

• The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.