Accounting Director
About the role and the company hiring.
Job Title: Accounting Director
Company: OPTIMAL
Department: Accounting
As Accounting Director at OPTIMAL, you will provide strategic and operational leadership for the company’s accounting and bookkeeping services, ensuring exceptional service delivery, financial accuracy, and strong client relationships. You will oversee accounting teams and service operations, establish performance standards, strengthen internal controls, and ensure that client deliverables consistently meet OPTIMAL’s quality and timeliness expectations.
This role requires a strong accounting professional who can translate financial information into actionable insights, lead and develop high-performing teams, manage complex client matters, and collaborate with senior leadership to support business growth. As a key member of OPTIMAL’s leadership team, you will drive continuous improvement, strengthen service delivery, and ensure that accounting operations remain scalable, efficient, and aligned with the company’s strategic objectives.
About the Role Fit
This position is ideal for a strategic, analytical, and people-focused leader who combines strong accounting expertise with sound business judgment and a commitment to client service.
The successful candidate is:
A strategic leader with strong accounting and financial management expertise.
Client-focused, professional, and confident in executive-level discussions.
Skilled at managing teams, developing future leaders, and building accountability.
Detail-oriented and committed to financial accuracy, reporting integrity, and quality control.
Proactive in identifying operational risks, resolving escalations, and improving processes.
Comfortable managing multiple priorities across clients, teams, and internal stakeholders.
Capable of aligning accounting operations with business goals and long-term growth.
Key Responsibilities
1. Accounting Operations & Financial Oversight
Direct the delivery of OPTIMAL’s bookkeeping and accounting services, ensuring accuracy, timeliness, consistency, and compliance with established procedures.
Oversee core accounting workflows, including bank and balance sheet reconciliations, accounts payable and receivable, month-end close, financial reporting, and related bookkeeping activities.
Establish and maintain quality assurance standards, review procedures, and internal controls to minimize errors, reduce rework, and strengthen financial reporting reliability.
Ensure that financial reports, including Income Statements, Balance Sheets, and customized management reports, are prepared accurately and delivered according to agreed timelines.
Oversee the effective use of accounting and property management platforms, including QuickBooks Online, AppFolio, Yardi, and other relevant systems.
Monitor service capacity, workload distribution, turnaround times, and delivery risks across accounting teams.
Ensure that accounting practices align with applicable accounting standards, client requirements, and OPTIMAL’s internal policies.
2. Client Relationship Management & Strategic Advisory
Maintain oversight of key client relationships and support Account Managers in managing complex, sensitive, or escalated client matters.
Participate in strategic client discussions involving financial performance, reporting requirements, operational challenges, and opportunities for improvement.
Ensure that client expectations, service scope, deliverables, and communication standards are clearly defined and consistently met.
Translate accounting findings and financial data into practical recommendations that support client decision-making.
Partner with Client Success and Account Management to address recurring concerns, improve client satisfaction, and strengthen long-term client retention.
Identify opportunities to improve existing services and support appropriate account growth in coordination with Client Success and leadership.
3. Team Leadership & Performance Management
Lead, coach, and develop Senior Bookkeepers, Account Managers, Team Leaders, and other accounting personnel within the department’s structure.
Establish clear performance expectations, accountability measures, and development plans for direct reports and team leaders.
Monitor team performance through defined KPIs, quality reviews, productivity metrics, client feedback, and service-level commitments.
Identify capability gaps and coordinate training, coaching, and development initiatives to strengthen technical expertise and leadership readiness.
Build a culture of ownership, collaboration, continuous learning, and professional client service.
Support workforce planning, resource allocation, succession planning, and hiring decisions in coordination with HR and executive leadership.
Address recurring performance issues and ensure that corrective actions are implemented and monitored.
4. Client Onboarding & Service Implementation
Oversee the accounting department’s participation in new-client onboarding, ensuring that accounting requirements, scope, workflows, systems access, and reporting expectations are properly established.
Coordinate with the Onboarding Manager, Account Management, Client Success, Billing, and Operations to support smooth and timely service launches.
Ensure that client-specific procedures, accounting policies, reporting requirements, and transition documentation are complete and accessible to the appropriate teams.
Monitor onboarding progress, identify potential delays or implementation risks, and drive timely resolution.
Ensure that newly launched accounts transition effectively from onboarding to steady-state service delivery.
5. Process Improvement, Quality Assurance & Risk Management
Develop, document, and continuously improve accounting SOPs, workflows, review controls, and escalation procedures.
Analyze recurring errors, client complaints, rework, missed deadlines, and productivity issues to identify root causes and implement sustainable corrective actions.
Establish consistent quality assurance practices across teams and client portfolios.
Identify financial, operational, compliance, and service-delivery risks and implement appropriate mitigation measures.
Ensure that issues are documented, assigned to accountable owners, and monitored through resolution.
Evaluate opportunities to streamline workflows, improve reporting accuracy, strengthen automation, and increase operational efficiency.
Ensure that process changes are communicated, implemented, and adopted consistently across the department.
6. Performance Monitoring & Strategic Planning
Establish and monitor departmental KPIs covering accuracy, timeliness, productivity, client satisfaction, rework, and service-level compliance.
Prepare and present regular departmental performance updates, identifying achievements, risks, trends, and areas requiring leadership intervention.
Use operational and financial data to guide decisions on staffing, workload allocation, training, process improvements, and service capacity.
Develop and maintain departmental action plans aligned with OPTIMAL’s strategic priorities.
Contribute to annual planning, budgeting, capacity forecasting, and resource allocation for accounting services.
Collaborate with executive leadership to support service expansion, operational scalability, and sustainable business growth.
Lead internal strategic planning documentation and ensure that agreed initiatives have clear owners, timelines, and measurable outcomes.
7. Cross-Functional Collaboration & Leadership Alignment
Work closely with Client Success, Operations, HR, Billing, and executive leadership to ensure coordinated service delivery and clear accountability.
Establish effective communication and escalation channels between accounting teams and other departments.
Provide accounting-related insights to support client decisions, internal planning, and operational improvements.
Partner with Billing to help ensure that service scope, workload, and delivery arrangements are appropriately reflected in client billing processes.
Support leadership decisions involving client risk, staffing, service quality, and departmental priorities.
Promote consistent standards, transparent communication, and alignment with OPTIMAL’s values and business objectives.
Qualifications & Experience
Bachelor’s degree in Accounting, Finance, or a related field.
Certified Public Accountant (CPA) or equivalent professional qualification preferred.
Significant experience in accounting, bookkeeping, financial reporting, or accounting operations, including substantial leadership experience.
Demonstrated ability to manage accounting teams, oversee multiple client accounts, and maintain consistent service quality.
Strong knowledge of financial statements, reconciliations, month-end close, accounts payable and receivable, and internal controls.
Experience with accounting platforms such as QuickBooks Online, AppFolio, Yardi, or comparable systems.
Experience serving U.S.-based clients and working with distributed or remote teams preferred.
Strong analytical, organizational, communication, and decision-making skills.
Demonstrated ability to manage escalations, resolve complex operational issues, and lead process improvement initiatives.
This is a direct company role. Apply with a short statement and resume. HireSava does not charge applicants or sit in the middle of your application.
How to apply
Hit Apply now. You will be asked for a short application statement, your resume, and answers to any screening questions the employer added for this role.