The Accounting Supervisor provides strategic and day-to-day leadership for the back office and accounting team, ensuring accurate financial processing, strong internal controls, and timely delivery of reconciliations and reports. This role is responsible for overseeing end-to-end accounting operations in a shared services environment supporting US-based clients, with a strong focus on US GAAP compliance, tax regulations, and financial reporting standards. The Supervisor leads process improvements, supports audit and compliance requirements, and drives financial planning and analysis activities including budgeting, forecasting, and performance reporting. In collaboration with the Team Lead and Division Manager, this role also develops team capabilities, enhances operational efficiency, and ensures high-quality service delivery aligned with client expectations and service level agreements.
Core duties and responsibilities includethe following but arenot meant to be all-inclusive. Other duties may be assigned.
People Leadership & Daily Supervision
- Performance Coaching: Conduct regular 1-on-1s to review KPIs (Key Performance Indicators) such as Days Sales Outstanding (DSO) or Error Rate per 100 Transactions.
- Cultural Competency: Mentor the team on US business etiquette and communication nuances to ensure seamless interaction with US-based stakeholders during the night shift.
- Strategic Team Building & Talent Development: Drive the establishment of a specialized US Accounting Center of Excellence by collaborating with HR on niche recruitment, designing internal training curricula for US GAAP and Tax Compliance, and mentoring staff to transition from transactional processing to high-value FP&A and Advisory roles, ensuring a sustainable pipeline of expert talent to support diverse industry expansion.
Financial Processing & Quality Control
- Industry Expansion: Oversee accounting tasks across diverse sectors (e.g., SaaS, Retail, Professional Services), moving beyond ARC/ADM to include deferred revenue, inventory accounting, and multi-state sales tax.
- Regulatory Alignment: Ensure all financial packages comply with US GAAP and specific state-level regulations (e.g., Nexus requirements for sales tax).
- Audit Readiness: Lead the preparation for Year-End Audits and 1099 reporting cycles for US vendors.
Advanced US GAAP & Technical Accounting
- Technical Compliance: Ensure all financial statements are prepared in strict accordance with US GAAP, specifically addressing complex areas such as ASC 606 (Revenue Recognition) for contract-based clients and ASC 842 (Lease Accounting).
- Accrual Management: Oversee complex month-end accruals, prepaid expenses, and fixed asset depreciation schedules (MACRS vs. GAAP) to ensure accurate matching principles.
- Internal Controls (SOX-lite): Design and monitor internal control frameworks to mitigate fraud risk, ensuring proper segregation of duties in a remote environment.
US Tax Compliance & Nexus Management
- Multi-State Sales Tax: Oversee the calculation, collection, and filing of Sales & Use Tax across multiple US jurisdictions, utilizing tools like Avalara or TaxJar to manage economic nexus.
- Federal & State Filings: Coordinate the preparation of data for Form 1065 (Partnerships) or 1120-S (S-Corps) and ensure timely filing of Form 1099-NEC/MISC for US vendors during year-end.
- Payroll & Franchise Tax: Monitor compliance with state-specific franchise taxes and payroll tax requirements (e.g., FUTA/SUTA) in collaboration with US payroll providers like Gusto or ADP.
Financial Planning & Analysis (FP&A)
- Strategic Budgeting: Lead the annual budgeting process and monthly Budget vs. Actual (BVA) variance analysis, providing executive summaries on the why behind the numbers.
- Cash Flow Forecasting: Develop rolling 13-week cash flow forecasts to support US SME liquidity management and capital allocation decisions.
- KPI & Margin Analysis: Drive the creation of industry-specific dashboards (e.g., SaaS Metrics like CAC/LTV, or Retail Metrics like Gross Margin Return on Investment).
Special Attestation & Audit Support
- Audit Liaison: Serve as the primary point of contact for external US CPA firms during Financial Statement Audits or Reviews, preparing comprehensive Prepared by Client (PBC) lists.
- Due Diligence Support: Support clients through special attestation engagements, including Quality of Earnings (QofE) reports for M&A activity or specialized grant compliance audits.
- Internal Attestation: Perform periodic internal health checks on client books to certify the integrity of data before it reaches the US-based Board of Directors or investors.
Process Improvements and Project Management
- Tech Stack Migration: Lead migrations not just to TRES, but to standard US platforms like QuickBooks Online, Xero, NetSuite, or Sage Intacct, other ERPs
- Automation Focus: Implement OCR tools (like Bill.com or Hubdoc) to automate invoice entry and reduce manual touchpoints.
- Standardization: Create Client Onboarding Playbooks to rapidly transition new non-travel clients into the BPM's ecosystem.
Client and Stakeholder Liaison
- Advisory Role: Act as a functional consultant for clients, recommending US-best practices for expense management (e.g., Expensify or Concur integration).
- Escalation Management: Handle complex reconciliations involving US banking platforms (PNC, Chase, BoA) and payment gateways (Stripe, PayPal).
Reporting and Analytics
- Operational Metrics: Drive the production of Burn Rate reports, EBITDA analysis, and Budget vs. Actual (BVA) summaries for US SME owners.
- Treasury Support: Monitor Cash Flow Forecasts to ensure US clients maintain adequate operating liquidity.
Documentation & Knowledge Management
- Compliance Repository: Maintain a library of US Tax Calendars and filing deadlines (Sales Tax, Franchise Tax) specific to each client's state of operation.
- Cross-Industry SOPs: Ensure SOPs account for industry-specific nuances (e.g., 3-way matching for retail vs. project-based billing for consultancies).
Minimum Qualifications
Experience & Educational Requirements
- Educational Background: Bachelor's degree in accountancy is required. An active CPA (Philippines) license is highly preferred. A US CPA or CMA (Certified Management Accountant) designation is a significant advantage.
- Professional Experience: Minimum of 6–8 years of progressive experience in accounting, with at least 3 years in a supervisory or team lead role within a BPO/BPM or Shared Services environment.
- US Accounting Expertise: Proven track record of at least 4 years specifically managing US-based accounts, with deep practical knowledge of US GAAP (specifically ASC 606 and 842) and US Tax Compliance (Sales Tax Nexus and 1099s).
- Strategic FP&A Exposure: Demonstrated experience in financial modeling, budgeting, and forecasting for US Small-to-Medium Enterprises (SMEs) or mid-market firms.
- Audit & Attestation: Experience leading or significantly supporting external financial audits (Big 4 experience is a plus) or special attestation projects like Quality of Earnings (QofE).
- Industry Versatility: Experience handling back-office accounting for non-travel industries such as SaaS, E-commerce, Retail, or Professional Services is a must.
Technical & Software Proficiency
- ERP Mastery: Advanced proficiency in QuickBooks Online/Desktop (Certified ProAdvisor preferred), Xero, NetSuite, or Sage Intacct.
- Tax & Automation Tools: Hands-on experience with Avalara/TaxJar (Sales Tax), Bill.com, and Expensify/Concur.
- Advanced Analytics: Expert-level MS Excel skills (power pivots, complex modeling, and data visualization) and familiarity with BI tools like Tableau or Power BI.
Soft Skills & Shift Requirements
- Communication: Exceptional command of English (both written and verbal), with the ability to explain complex US tax or GAAP issues to non-financial stakeholders and be able to present the services to existing and prospective clients.
- Client Management: Proven ability to manage US-based clients directly, including managing expectations and handling difficult escalations.
- Work Schedule: Must be willing to work fixed US Night Shifts to align with US business hours and real-time client collaboration.
