Lead and manage a team of bookkeeping professionals to provide high-quality services to a portfolio of clients. Develop and implement scalable accounting processes while collaborating with product teams to integrate automation into service offerings.
Uplinq Financial Technologies·Full Time·3 months ago
Azerbaijan, Canada, India +2 more$120K - $140K per year5-10 yrs expFinance
Lead and mentor the strategy team while managing a personal book of high-net-worth client strategy meetings. Execute and scale the strategy program, refining SOPs and integrating AI tools to improve efficiency and consistency.
