Assistant Accounting Manager - Pinnacle Consulting Group, Inc.

Assistant Accounting Manager

The Assistant Accounting Manager supports the Accounting Manager in all aspects of client accounting including but not limited to all day-to-day accounting functions, payroll, maintenance of general ledger, preparation of financial statements, compiling and monitoring of budgets, managing cash and investments, and assists in maintaining the overall financial health of multiple assigned clients.

This position is housed in the Finance and Accounting Department and reports to the Director of Finance and Accounting while working closely with the Assistant Director of Finance and Accounting and Accounting Manager. The position requires strong accounting skills and experience and must work well under pressure to meet deadlines and follow through on assignments. The position assists with training and development of accounting staff specific to their position while continuing their own professional development.

Organizational Competencies and Cultural Values Summary:

PCGI's work culture encompasses the values of excellence, teamwork, respectfulness, effective leadership, and exceeding expectations. Employees and the Executive Leadership Team promote and support our non-negotiables of Graciousness, Respectfulness, Responsible, Team Focused, Aware, Integrity and Hungry. This position is expected to demonstrate PCGI's company culture and values, working cooperatively to identify and implement systems and resources across the department, and assist in the implementation of PCGI's vision and annual goals.

Major Responsibilities:

Client Services Management

• Maintains the general ledger and accounting records for each assigned client
• Oversees the monthly accounts payable process
• Prepares monthly, quarterly, and annual financial statements, as needed
• Prepares financial reports for the Board of Directors
• Assists with the management of cash and investments and financial health
• Coordinates with Accounting Manager on revenue management, including billings for services and fees and budget comparisons
• Coordinates with Accounting Manager on expense management, including analysis of budget to actual and explaining variances
• Assists in managing client debt portfolio and reporting
• Prepares audit supporting work papers and coordinates with independent auditors or completes audit exemption as applicable
• Assists in the preparation of budget and long-range financial projections
• Processes client payroll
• Prepares year-end tax reporting, including W-2's
• Prepares compliance reporting.
• Assists with client management

Client Relations

• Coordinates with client on finance and accounting related transactions
• May serve as "Acting Accounting Manager" for specified clients

Delegates and assigns work to Accounting Staff

• Coaches and trains Accounting Staff
• Provides Leadership and general guidance and direction as needed
• Review work product for accuracy and thoroughness and provides appropriate feedback
• Oversees and coordinates client service functions of Accountants of assigned clients

Company Relations

• Works closely with the Accounting Manager(s) to handle issues and transactions related to finance and accounting
• Works closely with District Managers and Administrators in the payables and billings processes and other transactions related to finance and accounting

Other Duties as Assigned

• Completes other duties as assigned.

Supervised by: Director of Finance and Accounting and Assistant Director of Finance and Accounting.

Oversees: Work product of Accounting staff.

Qualifications:

To perform this job successfully, an individual must be able to perform each major responsibility satisfactorily. The requirements listed below are representative of the skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

General Skills and Abilities:

• Ability to operate computers using Microsoft Windows and Microsoft Office including Outlook, Word, and Excel, as well all additional relevant and required computer hardware and software
• Demonstrated knowledge of industry practices and terminology
• Situational awareness
• Ability to identify problems then develop and implement solutions
• Strong reasoning, judgment, problem-solving and conflict resolution skills
• Flexibility and versatility to prioritize and manage projects to completion under multiple, rapidly changing requests
• Excellent organization and attention to detail
• Motivated, driven and engaging demeanor
• Ability to anticipate the needs of clients and team members
• Able to work well under pressure, meet deadlines and follow through on work assignments
• Collaborative work style with an emphasis on building and fostering relationships
• Strong interpersonal skills, ability to communicate well at all levels of the organization
• High level of integrity and dependability with a strong sense of urgency and results-orientation
• Inspires and motivates others to perform well and accepts feedback from others
• Must be willing to carry out company goals and policies
• Improves and promotes quality and demonstrates accuracy and thoroughness
• Willing to continue professional development

Language Skills:

• Ability to communicate (speak, read and write) in English with individuals in person, by telephone, and by email
• Ability to read, analyze, and interpret various documents and service plans agreements in English
• Ability to compose business correspondence to a variety of audiences
• Ability to effectively present information and respond to questions from directors, managers, consultants, constituents, various groups, and staff

Mathematical Skills:

• Ability to calculate figures and amounts as required in maintaining and reporting expenses, estimates, budgets, discounts, interest, proportions, percentages, areas, volumes, and circumferences
• Analytical and detail-oriented

Reasoning Ability:

• Ability to solve practical problems and deal with a variety of Board of Directors, constituents, service vendors, and consultants
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Education & Experience:

• Bachelor's degree in Business Administration, Accounting or Finance required or three (3) years progressively responsible hands-on experience in general business, governmental accounting, community/homeowner association administration, or paralegal/legal assistance is required
• Strong knowledge of core government finance practices including budgeting, fund accounting, and governmental financial reporting is preferred
• Understanding of the operations of special districts (Title 32 Governmental Agencies), government bidding, and Title 32 compliance regulations is preferred
• Working knowledge of city and state government processes as related to special districts
• Strong knowledge of debt issuance procedures and practices
• Strong knowledge of state and local government statutes, rules, ethics, and similar recommended practices governing finance employees and operations
• Strong knowledge in developing, evaluating, maintaining, and monitoring an effective internal control environment
• Desirable experience in the professional development of staff, their work effectiveness and team efficiency
• Any combination of the required education and experience providing the required skill and knowledge for successful performance may be considered

Equipment: Must be able to operate a computer, fax machine, copier, telephone, motor vehicle

Physical Demands: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position involves work in an office and outdoors at various project sites. The estimate is 90% indoors and 5% outdoors
• While performing the duties of this job, the employee is regularly required to stand and walk
• Has frequent need to perform the following physical activities: bend/stoop/squat, climb stairs, push or pull, reach above shoulders
• Constant needs to perform the following physical activities: writing/typing, grasping/turning, and finger dexterity
• Lifting/carrying less than 10 pounds frequently
• Vision requirements: constant needs to read manuals, reports, financial statements, complete forms, and view the computer screen
• Hearing requirements: constant needs to communicate over the telephone and in person

Driving Requirements:

• Must possess a valid Colorado Driver's License and a clean driving record to operate a company-owned fleet vehicle
• Ability and means to travel locally as needed, proof of liability and property damage insurance on vehicle used is required

Work Environment:

• Professional appearance and dress consistent with the desired corporate image
• The work environment characteristics described here are representative of those an individual may encounter while performing the essential functions of this job
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions
• While performing the duties of this job, the individual regularly works in an office environment and does not work near moving mechanical parts. The noise level in the work environment is quiet to moderate

Benefits Offered

Benefits:

401k Retirement Plan

Car Fleet for Business Use

Insurance:

Medical Insurance

• OAP Plans
• Traditional PPO Plans

Dental Insurance

Vision Insurance

Life and AD&D Insurance

Long Term Disability Insurance

Short Term Disability Insurance

Health Savings Account (H.S.A.)

Flexible Spending Accounts (F.S.A.: Medical, Limited, and Dependent Care)

Additional:

Paid Time Off

Holiday Time

Position Information

Location: Loveland, CO

Position Status: Full Time Employment

Job Category: Finance and Accounting

Work Experience

Required: Three (3) years progressively responsible hands-on experience in general business, governmental accounting, community/homeowner association administration, or paralegal/legal assistance is required

Preferred: QuickBooks

Education level Required: Bachelor's Degree with emphasis in accounting or closely related field preferred; an equivalent combination of related education and experience required

Salary: $60,000 -$75,000

Closing Date: 2/14/2025