Accounting Manager

C

Consultative Search Group

Accounting Manager

Santa Monica, CA
Full Time
Paid
  • Responsibilities

    A leading full-service digital marketing agency headquartered in Santa Monica is seeking an Accounting Manager to join their dynamic team. This position will take ownership of core accounts receivable, billing, and month-end close functions. This is a hands-on, high-accountability role that works closely with senior finance leadership and cross-functional teams. The right candidate is detail-oriented, operationally sharp, and comfortable working across multiple billing systems in a fast-paced environment.

    Responsibilities:

    Accounts Receivable & Collections

    • Manage end-to-end AR workflows, including customer ledger review, outstanding balance tracking, and reporting cadence
    • Execute collections processes: send reminders, manage escalation paths, and maintain documentation standards
    • Serve as primary liaison with external collections partners — coordinate on escalated accounts, align on strategy, and ensure resolution
    • Partner with internal Sales and Client Services teams to resolve billing disputes, communicate account status, and maintain strong client relationships
    • Handle chargeback identification, logging, dispute support, and evidence gathering

    Billing & Invoicing

    • Prepare and review monthly invoices; identify and resolve discrepancies proactively
    • Execute approved billing adjustments with proper documentation and approval history
    • Manage and process disengagement and billing adjustments requests
    • Act as a cross-functional point of contact for billing inquiries across Sales, Client Services, and internal Operations teams
    • Coordinate with internal stakeholders to ensure billing accuracy reflects service delivery and contractual terms

    Banking & Cash Application

    • Reconcile and clear all incoming ACH, wire, and check transactions daily
    • Ensure accurate payment application and resolve discrepancies
    • Maintain precise daily cash application records

     

    Month-End Close & Reporting

    • Conduct productivity audits to identify billing risks and missed revenue
    • Own month-end close deliverables: AR aging reconciliation, billing logs, revenue data checks, and reporting
    • Collaborate with finance leadership and accounting partners to continuously improve close accuracy, speed, and efficiency
    • Surface insights and flag risks proactively — don't wait to be asked

    Systems, Process & External Partners

    • Work within billing/subscription platform and support ongoing system improvements
    • Partner with outsourced accounting firm to ensure clean processes, clear documentation, and a structured handoff to internal operations
    • Serve as an internal point of coordination between finance, ops, and external accounting partners to ensure nothing falls through the cracks
    • Identify and drive opportunities for process improvement across accounting and finance operations
    • Build and maintain SOPs for key accounting workflows to ensure continuity and institutional knowledge

    Qualifications:

    • 4-6+ years of accounting experience, with meaningful time in AR, billing, revenue operations, and cross-functional finance processes
    • Prior team leadership, mentorship, or people management experience strongly preferred
    • Strong understanding of cash application, billing adjustments, and month-end close processes
    • Experience with billing platforms (Chargebee or similar subscription/billing tools a plus)
    • High attention to detail and strong organizational skills; able to manage multiple priorities without dropping balls
    • Clear, professional communicator — comfortable fielding inquiries across teams and with clients
    • Proficiency in Excel/Google Sheets; experience with ERP or accounting software
    • Bachelor's degree in Accounting, Finance, or related field preferred
    • Self-starter with a strong sense of urgency — you take ownership, follow through without being chased, and hold yourself accountable to deadlines and quality
    • Proven ability to identify operational risks, improve processes proactively, and drive scalable solutions across accounting workflows
    • Ability to analyze financial and operational data, surface actionable insights, and partner with leadership to support business decision-making
    • AI-native or AI-curious: comfortable using AI tools (ChatGPT, Claude, Gemini, etc.) to work faster and smarter, whether automating repetitive tasks, drafting communications, or analyzing data

     

    Perks and Benefits:

    Health and Wellness

    • Medical, Dental and Vision Coverage
    • Health Savings Account (HSA) or Flexible Spending Account (FSA)
    • Employee Assistance Program (EAP)

    Financial Benefits

    • Competitive Base Salary
    • 401(k) with Company Match
    • Life and Disability Insurance

    Time Off

    • Unlimited Paid Time Off (PTO)
    • Paid Holidays
    • Paid Paternal/Maternal Leave

    Growth and Development

    • Ongoing Training and Learning Opportunities
    • Career Path Progression

     

    Many of our job openings can be viewed at https://jobs.crelate.com/portal/consultativesg

     

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