Account Manager - Serving Churches

Company: Chaney & Associates
Location: Roseville
Posted on: February 17, 2026

Job Description:

Job Description Job Description Mission: At Chaney & Associates we empower churches to wisely steward their resources through cloud-based outsourced accounting and business consulting services. Vision: To become the nation's premier faith-based Trusted Ministry Advisor, founded on collaborative stewardship, integrity, and a thriving organizational culture. Why You'll Love Working Here: Opportunities for Growth: Whether pursuing your CPA or expanding your accounting expertise, there's ample room for career advancement at C&A. Passion for Service: If you thrive on delivering exceptional service and exceeding client expectations, you'll fit right in. Tech-Savvy Environment: Embrace our tech-forward approach where we leverage cutting-edge tools to enhance efficiency and reduce costs. We prioritize finding the right fit over the perfect resume! If you feel our team is a place where you belong, we’d love to hear from you! Win: Provide leadership and guidance to both staff and clients to ensure the client has confidence and clarity in their financial position and decision-making. Internal Responsibilities and Duties: Supervise staff in performing full-charge bookkeeping tasks, including bank reconciliation, accounts payable (A/P), payroll, and other accounting functions. Oversee the tracking system for weekly/monthly tasks for assigned clients to ensure timely completion. Provide regular feedback and training to staff to improve performance and efficiency in accounting tasks. Ensure adherence to company standards and implementation of best practices in accounting processes. Review and approve financial reports, ensuring accuracy and timely publication. Identify and address any discrepancies in financial data, providing solutions where necessary. External Responsibilities and Duties: Provide exceptional customer service by addressing client needs and inquiries in a timely, professional manner. Regularly review and explain financial reports to clients, ensuring clarity and understanding of key metrics and trends. Advise clients on areas of improvement within their financial processes and internal controls, recommending best practices to enhance efficiency. Offer insights on streamlining financial workflows and improving accuracy in reporting and documentation. Assist clients in identifying and resolving discrepancies, providing practical solutions to maintain financial health. Foster long-term relationships with clients through consistent follow-up and ongoing support, ensuring satisfaction with services provided. Educate clients on financial best practices, regulatory changes, and industry trends to help them stay informed and compliant. General Requirements: Organizational skills, attention to detail, and ability to consistently produce a high volume of work while meeting deadlines. Ability to follow processes, think critically, work independently, and prioritize tasks. Desire to grow with the firm and take on additional responsibilities. Overall, the ideal candidate should possess strong leadership skills, be adept at managing both accounting tasks and client relationships, and demonstrate a commitment to excellence and continuous improvement. Qualifications: Bachelor’s degree in Business, Finance, or Accounting preferred, or equivalent relevant experience. Strong grasp of accounting principles. Proficiency in cloud-based technologies. Comfortable working with churches. Ability to work additional hours as needed. Capable of managing multiple clients with varying deadlines. Benefits: Comprehensive health, vision, dental, and life insurance coverage. Company-sponsored 401k with a 4% matching contribution. Generous PTO policy including 3 full weeks and holidays.

Keywords: Chaney & Associates, Carmichael , Account Manager - Serving Churches, Accounting, Auditing , Roseville, California