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Greenville , South Carolina Direct Hire Jun 20, 2025 Accounting We are seeking a driven and detail-oriented Manager of Finance and Administration to join a well-established company in the Greenville area.
In this role, you’ll play a key leadership role in overseeing financial health, invoice management, estimating operations, and day-to-day administrative functions.
This is a unique opportunity for someone with a strong background in finance, administration, and construction operations who wants to take ownership of process improvements and drive organizational efficiency.
This is an on-site position in Greenville, SC.
Essential Duties & Functions
Prepare and submit progress billings and final invoices in alignment with contract milestones
Track and apply approved change orders to project billing and ensure documentation accuracy
Oversee billing, compliance documentation, and lien waivers
Manage accounts receivable, follow up on outstanding payments, and maintain customer relationships
Support estimating and job costing by collaborating with project managers, vendors, and estimators
Compile and review bid packages, subcontractor quotes, and pricing projections
Oversee all financial functions, including AP/AR, payroll review, deposits, and bank reconciliation
Monitor job costing and project expenses to ensure alignment with budgets and contracts
Prepare profit and loss statements and support cash flow forecasting
Lead administrative operations, including office management, subcontractor compliance, and scheduling
Maintain insurance policies, licensing, and certifications
Manage technology platforms including QuickBooks, Buildertrend, and other project/accounting systems
Support calendar management and enterprise-wide payments for ownership
Drive improvements in workflow between office and field teams
Qualifications & Key Competencies
Bachelor’s degree in Accounting, Finance, Construction Management, or related field
7+ years of experience in finance and administration, preferably in construction
Strong knowledge of job costing, AIA billing, construction accounting, and estimating
Proficiency in software such as QuickBooks, Buildertrend, and Microsoft Excel
Excellent communication, leadership, and problem-solving skills
Familiarity with lien waivers, retainage, and certified payroll
Industry-specific financial acumen
Understanding of contracts and compliance
Analytical and detail-oriented
Leadership and cross-functional collaboration
Integrity and discretion in handling sensitive financial data
For confidential consideration, please email careers@forgesc.com or apply directly.
Greenville , South Carolina Direct Hire Jun 19, 2025 Accounting We are on the search for a strong Tax Senior Manager for a local accounting services firm here in Greenville. In this role, you will be responsible for serving small-to-mid size business clients in tax preparation during tax season and various accounting needs with recurring clients throughout the year.
This role comes with a lot of growth potential within the company and an opportunity to make a direct impact with clients. If you enjoy working with clients and want to progress your accounting career within a smaller firm, this could be the perfect role for you.
This is an onsite role in Greenville, SC.
Essential Functions & Duties
Prepare and review federal and state income tax returns for multiple types of clients
Prepare and review tax projections and estimates
Maintain fixed assets registers
Prepare and review property tax returns
Respond to federal and multi-jurisdictional notices on behalf of clients
Facilitate client communications and questions
Should enjoy working with, meeting, and talking to clients on a regular basis
Participate in ongoing educational opportunities to remain current on tax issues
Miscellaneous projects as they arise
Supervision and training of staff and senior tax accountants
Qualifications
Bachelor’s or Master’s degree in accounting and/or taxation
5-8 years of public accounting experience
Experience with income tax preparation and planning
Experience in Excel, Word, etc.
Excellent interpersonal skills
Working knowledge of financial statements
For immediate and confidential consideration, please apply directly or email careers@forgesc.com
Forge Search is built on a foundation of strong relationships, committed to partnering with clients to secure senior talent for key roles, driving their business success.
Chesterfield , Missouri Direct Hire Jun 18, 2025 Accounting Tax & Accounting Manager
Flexible, Collaborative, and Rewarding Role Supporting Small Business Owners
Are you an experienced tax and accounting professional tired of 60-hour weeks and the chaos of traditional busy season? Are you energized by supporting small business clients and making a direct impact on their success year-round? If so, we have a great opportunity for you.
About the Company:
Our client is a growing, well-established accounting firm that takes a modern approach to supporting small business owners. Rather than operating like a traditional CPA firm, they provide proactive, monthly accounting and advisory services—including write-up, tax prep, planning, and business consulting—for a fixed monthly fee. Prioritizing balance for internal team members and small businesses!
Essential Duties & Functions:
Prepare and review monthly financial statements and tax filings
Manage annual tax return preparation and review (1120, 1120S, 1065, LLCs, 1040)
Lead recurring tax planning and strategy conversations with clients
Oversee workflow and client service for a portfolio of small business clients
Deliver outstanding service and build trusted relationships with business owners
Qualifications:
Experience in small business accounting, tax preparation, and financial reporting
Proficiency with Forms 1120, 1120S, 1065, and 1040
Working knowledge of payroll and sales tax filings
QuickBooks and UltraTax (or similar platform) experience strongly preferred
Strong interpersonal skills and a confident, service-oriented mindset
Why This Role Stands Out:
Real work-life balance – no 60-hour weeks, plus Fridays off in the summer (Memorial Day to Labor Day)
Unique compensation model – includes base salary + production-based pay tied to profits
Positive, team-oriented culture – friendly, helpful colleagues and leadership that supports growth
Mission-driven work – directly impact small business owners and their success
Growing, stable firm – opportunities to grow your responsibilities and income over time
For confidential consideration, please email careers@forgesc.com or apply directly!
Forge Search is built on a foundation of strong relationships, dedicated to helping clients find the Senior talent needed to drive their business forward and ensure seamless operations.
Greenville Direct Hire Jun 17, 2025 Operations Are you someone who enjoys supporting customers, coordinating logistics, and staying on top of the details that keep things moving? Our client, a well-established and growing manufacturer based in Greenville, SC, is seeking a Customer Support Specialist to join their team.
This role is ideal for someone with experience customer operations and working cross functionally with other departments —someone who is comfortable communicating with people while managing fast-paced, detail-driven processes.
Essential Duties and Responsibilities:
Serve as a primary point of contact for customer inquiries via phone, email, and chat
Process daily orders and coordinate warehouse transfers, shipping, and sample requests
Ensure timely order fulfillment by working closely with sales, production, packaging, and shipping teams
Provide order status updates and support to both customers and internal sales representatives
Maintain accurate records for customer contact information, product specs, shipping requirements, and pricing
Assist with customer returns and complaints, including managing RMA and NCR processes
Support fellow team members during absences and collaborate to resolve special requests
Uphold company policies while delivering high-quality, professional service and communication
Qualifications:
High school diploma or GED required
Prior experience in customer service, logistics, or operations preferred
Strong communication and interpersonal skills, with the ability to remain calm under pressure
Organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment
Proficient in Microsoft Office (Excel, Word, Outlook); experience with ERP or CRM systems is a plus
Self-motivated and capable of working independently while collaborating effectively with cross-functional teams
Why Join:
Stable and growing company with a strong reputation in manufacturing
Team-oriented culture with opportunities to collaborate across departments
Work that makes a difference—help customers receive critical materials on time, every time
For confidential consideration, please email careers@forgesc.com or apply directly!
Forge Search is built on a foundation of strong relationships, dedicated to helping clients find the essential talent needed to drive their business forward and ensure seamless operations.
Greenville , South Carolina Direct Hire Jun 17, 2025 Accounting We have an exciting opportunity to join a fast-paced, growing company as an Accounts Receivable Specialist. In this role, you will play a critical part in ensuring timely and accurate processing of customer invoicing, payment applications, and collections.
The ideal candidate is detail-oriented, organized, and thrives in a dynamic environment where accuracy and communication are key.
This is a full-time role in Greenville, SC.
Responsibilities:
Invoicing
Process daily invoices based on shipment volume and schedule.
Verify freight terms, shipping costs, and detect any negative margins.
Prepare and email invoices to customers on a daily basis.
Process credit and debit memos as needed.
Create invoice batches and ensure all invoices are posted daily.
Bank & Cash Application
Post EFT (ACH) payments and post physical checks upon courier delivery.
Verify incoming checks and cross-reference with bank statements.
Apply payments to customer accounts with accuracy.
Ensure proper application of discounts and record account notes.
Run and verify batch detail reports; post all payments promptly.
Maintain accurate AR master data and account records.
Collections
Conduct daily outreach for any past due accounts.
Follow up on open items and short-paid invoices.
Assist in resolving payment discrepancies with customers.
Month-End Closing
Send out customer statements at month end.
Prepare reports including toll, returns, and customer rebate reports.
Ensure all invoices are posted for the month.
Additional Responsibilities
Perform triple verifications for customer service upon request.
Print Bills of Lading (BOL) and Blind BOLs as needed.
Support other duties and special projects as assigned.
Requirements:
2+ years of experience in Accounts Receivable or related finance function.
Strong attention to detail and organizational skills.
Proficiency in Microsoft Excel, Word, and accounting/ERP systems.
Ability to manage multiple priorities in a deadline-driven environment.
Excellent written and verbal communication skills.
High level of integrity and professionalism when working with customer accounts.
For confidential consideration, please email careers@forgesc.com or apply directly!
Forge Search is built on a foundation of strong relationships, dedicated to helping clients find the essential talent needed to drive their business forward and ensure seamless operations. Greenville , South Carolina Direct Hire Jun 13, 2025 Accounting We are searching for a strong accounting professional to join a rapidly growing company as Accounting Manager. In this role, you will play a critical role in the continued success of the business, managing the accounting and finance process for a high volume business including month end close, AP/AR, etc. It is important to be able to pivot quickly and have strong communication and presentation skills.
This is an exciting opportunity for someone who would like to take the next step in their career and make an incredible impact on a growing business.
Essential Duties & Functions
Managing all general ledger accounting (accruals, prepaids)
Managing the banking, cash and credit card processes
Overseeing accounts payable and accounts receivable
Managing sales and corporate taxes and licenses
Managing accounting for fixed assets
Managing the monthly accounting close process
Managing the annual financial audit
Supporting inventory control through reporting and auditing
Supporting warranty and rebates processes through reporting and auditing
Developing and maintaining internal controls
Analyzing revenues and costs for improvement opportunities
Support implementation of new accounting systems
Other duties and projects as assigned
Qualifications
Bachelor’s degree in accounting or finance
5+ years of accounting experience, CPA preferred, not required
Team player and service focused
Clear and level headed under pressure
Open communication and strong presentation skills
Highly organized with an ownership mindset
Strong Microsoft Office skills
For confidential consideration, please email careers@forgesc.com or apply directly.
Piedmont , South Carolina Direct Hire Jun 12, 2025 Accounting Senior Accountant – Manufacturing | Piedmont, SC
Are you a hands-on accountant who enjoys rolling up your sleeves, working cross-functionally, and contributing to a high-performing team? Our client, a well-established and growing manufacturing company based in Piedmont, SC, is seeking a Senior Accountant to support their expanding operations.
With a reputation for reliability, quality, and sustainability, our client operates one of the most advanced paperboard conversion facilities in the country. This is a great opportunity to join a company that values accuracy, integrity, and long-term team development.
Essential Duties & Functions:
Manage the full-cycle Accounts Payable and Accounts Receivable processes
Assist with collections and customer account management
Process payroll and prepare required payroll reporting
Record cash receipts and handle bank deposits
Perform basic reconciliations, identify discrepancies, and correct them
Support month-end and year-end close: including journal entries, accruals, and account analysis
Prepare basic financial reports and maintain organized records
Provide administrative support to the accounting and management teams
Maintain an organized workspace and comply with internal accounting controls
Qualifications:
Required:
Bachelor’s degree in Accounting
Minimum of 2 years' experience in accounting, including exposure to month-end close
Strong Excel skills and comfort with spreadsheets and reporting
Familiarity with GAAP and internal accounting controls
Strong attention to detail and a high degree of accuracy
Ability to work both independently and as part of a team
Excellent organizational and time management skills
A problem-solving mindset with a can-do attitude
Preferred:
4+ years of accounting experience
Payroll processing experience
Familiarity with financial statement preparation
Advanced Excel capabilities (formulas, lookups, pivot tables, etc.)
Previous experience in a manufacturing or logistics environment
Why Join:
Join a stable, growing manufacturer with a reputation for excellence and operational integrity
Be part of a tight-knit accounting team where your work has a direct impact
Enjoy a structured, on-site role with opportunities for career advancement
For confidential consideration, please email careers@forgesc.com or apply directly!
Forge Search is built on a foundation of strong relationships, dedicated to helping clients find the Senior talent needed to drive their business forward and ensure seamless operations.
Columbia , South Carolina Direct Hire Jun 9, 2025 Other Area(s) We are partnering with a mission-driven nonprofit organization to identify their next Executive Director. This role offers the opportunity to lead a well-established, statewide organization focused on improving health outcomes for children through strong community partnerships and accessible care. The Executive Director will work closely with an engaged Board of Trustees to shape the organization’s strategic direction, lead a dedicated team, and ensure long-term sustainability.
The ideal candidate is a visionary leader with strong business acumen, proven experience securing strategic partnerships and funding, and a passion for improving the lives of underserved communities. This is a unique opportunity to drive impact at scale while leading a committed and collaborative team.
This role is on-site in Columbia, SC with some travel throughout the state.
ESSENTIAL DUTIES & FUNCTIONS:
Leadership & Strategy
Lead the development and execution of strategic plan in collaboration with the Board and senior leadership team.
Serve as a passionate ambassador of the organization’s mission, vision, and values to internal and external stakeholders.
Promote and lead with the cultural values of compassion, courage, respect, collaboration and justice across the organization.
Maximize staff performance, teamwork and collaboration
Cultivate and pursue innovative partnerships with healthcare providers, schools, nonprofits, government entities, and philanthropic organizations to expand mission impact and funding.
Operations Management
Oversee all programs and services across the four regions, ensuring effectiveness and alignment with community needs.
Supervise, support, and empower a diverse and talented team across South Carolina.
Ensure compliance with organizational policies and practices.
Oversee corporate staff focused on the organization’s foundation of fund development, marketing and data and evaluation.
Ensure effective integration of grant-funded programs into operations, including compliance with grant requirements and accurate reporting.
Finance & Administration
Oversee budgeting, financial planning, and reporting with strong fiscal discipline and transparency.
Work with the Board Finance Committee to monitor organizational performance and sustainability.
Lead the organization with strong financial stewardship, leveraging business acumen to identify opportunities for revenue growth, cost efficiency, and long-term sustainability.
Board Engagement
Serve as the primary liaison to the Board of Trustees, supporting Governance, Executive Team, Finance, and Development.
Provide timely and accurate information for strategic decision-making.
Engage and utilize the Board of Trustees to further the mission.
Job Specifications
Commitment to the mission, vision and core values of the organization.
A visionary who sees the big picture and can conceptualize new and innovative ways to serve children across South Carolina.
Advanced understanding of social determinants of health, root causes of poverty and complex community systems.
Ability to coach, motivate, inspire and lead staff.
Ability to multi-task while dealing with complex materials and situations.
Ability to think critically and strategize creatively with internal and external stakeholders to increase mission impact.
Strong oral communication skills.
A strong fundraising background with proven success.
Knowledge and ability to work with elementary-aged children specifically and all school-age children generally.
QUALIFICATIONS:
M.S. In Public Health, Health Administration, or related field.
8-10 years of experience working in some facet of public health or a related field including public education.
Experience managing complex budgets, interpreting financial statements, and aligning financial planning with strategic goals.
Background in building partnerships, cultivating donors, or driving business development in a nonprofit or mission-driven organization.
Recognized as a leader in the nonprofit sector.
Have the ability to work in the public policy arena with multiple stakeholders in the public health sector.
For confidential consideration, email careers@forgesc.com or apply directly! Greer , South Carolina Direct Hire Jun 4, 2025 Accounting We have an exciting opportunity for a Corporate Controller to join a rapidly growing, PE backed company in Greer, SC. In this role, you will play a vital role in leading an accounting team and overseeing billing, payroll, purchasing, accounts payable, and general ledger functions. You will be hands on in integrating new systems as well.
This is a great opportunity to lead and mentor a team and encourage future success. This is a fully onsite role in Greer, SC.
Essential Duties & Functions
Lead the operations of the accounting department including billing and collections, accounts payable, general ledger, and payroll functions.
Develop understanding of the key business processes and become the go-to manager for the accounting team and be a part of process redesign.
Support and develop the corporate accounting team. Provide feedback on an ongoing basis and through monthly one-on-ones and formal performance reviews.
Oversee the monthly financial statement close process. Prepare the accounting for certain month-end adjustments and certain internal reporting.
Transform the monthly close process into a routine that concludes within 7 business days after month-end.
Lead the integration of financial processes of acquired companies through a smooth and quick transition period.
Develop relationships across the organization. Be regarded as a trusted financial leader with a service mentality internally and externally.
Manage the general ledger system.
Monitor cash balances and oversee cash forecasting.
Work alongside the CFO in developing the annual budget
Serve as the primary point of contact for the annual financial statement audit and 401k audit.
Have an active role in producing financial management reports and analysis.
Collaborate and support the CFO with accurate and timely information and analysis. Participate in special projects and compile a variety of special reports.
Other duties as assigned.
Qualifications
Bachelor’s degree in accounting or CPA certification (preferred).
Excellent communication skills and emotional intelligence.
Minimum of 7 years of experience in progressively more responsible finance & accounting positions.
Experience managing the accounting team of a mid-sized organization.
Experience with high growth operations preferred.
Experience with NetSuite or similar ERP system.
Proficiency in Excel.
For confidential consideration, please email careers@forgesc.com or apply directly! Duncan , South Carolina Direct Hire Jun 3, 2025 Accounting We are seeking a Senior Accountant to support a growing business unit for a reputable manufacturing company. The position will play a critical role in leading the accounting process along with identifying opportunities to add business value to current processes.
In this role, you will provide support when it comes to customer experience and continuous improvement. This role is responsible for ensuring compliance with US GAAP accounting principles and corporate policies, refining and improving controls over the financial reporting, and ensuring proper segregation of duties are in place.?
You will have high visibility to senior leadership and be able to experience professional growth. This role will require limited quarterly travel to the west coast.
*This role offers 2 remote days each week.
Essential Duties & Functions
Oversee general accounting operations in coordination with operational management.
Serve as the accounting business partner by working closely with operational management to provide guidance, recommendations, and insight to improve business processes and profitability.
Perform month end closing including preparing and recording journal entries, reviews, and management reporting package.
Provide detailed analysis of revenues and margins by customer and product category.
Perform monthly account reconciliations.
Produce accurate plans/forecasts involving revenue, costs, margin and operating expenses by working closely with management.
Review results against plans/forecasts to ensure variations and key drivers are thoroughly explained along with actions taken.
Identify, propose, and implement process improvements, leading practices, and consistent application of practices across the business to improve accounting controls.
Resolve inquiries in a timely and accurate manner by collaborating with the requestor to clarify the needs, uses, and deliverables.
Collaborate with other affiliate businesses to accurately record and reconcile inter/intracompany transactions and complete audit confirmations.
Perform technical accounting research and provide guidance to operational management.
Collaborate with Corporate Accounting on adoption of new accounting pronouncements and corporate policies.
Facilitate collection of data requests in support of requirements related to JSOX review.
Support external quarterly reviews and annual external audits.
Facilitate collection of data requests in support of completion of annual tax return.
Complete special projects and other miscellaneous duties as assigned by senior FAI management.
Qualifications
Bachelor’s degree in accounting required, Master's degree a plus
3-5 years of experience in accounting
CPA or CPA candidate a plus
Strong knowledge of accounting and finance skills
Strong knowledge of US GAAP
Knowledge of federal, state, and local laws, codes and regulations
Expert skills with Microsoft Office (Excel formulas and pivot tables a plus)
Must be a fast learner of Accounting/Reporting Systems
Ability to work as a team as well as self-directed to meet deadlines
Strong communications skills: written, verbal, and presentation; able to demonstrate professionalism, poise, tact, and diplomacy; ability to influence across multiple levels and multiple functional teams
For confidential consideration, please email careers@forges.com or apply directly.
Greenville , South Carolina Direct Hire Jun 3, 2025 Accounting We are on the search for a seasoned AP Manager to join a global manufacturing company here in Greenville, SC!
With oversight over the AP team, the AP Manager will manage vendor relations, vendor analysis, and monitor aging invoices. If you have direct leadership experience and 4+ years of AP knowledge, we’d love to hear from you!
There is a hybrid schedule with 2 remote days/week.
ESSENTIAL DUTIES & FUNCTIONS:
Manages accounts payable including vendor relations and the AP group which handles all disbursements, 1099 and tax related matters.
Perform vendor analysis, review and monitor aged invoices and payment inaccuracies, following up to finalize payments.
Address AP team and vendor inquiries, research, and resolve invoice discrepancies and issues.
Manages accounting functions including maintenance of general ledger, reconciling accounts payable subsidiary ledgers and ensures accuracy and timeliness of information prepared and presented.
Develops improvement procedures and maintain systems, procedures and policies for the accounts payable functions to ensure adherence to company guidelines.
Manages monthly closing of financial records and posting of month end information; ensures accuracy of balances in the general ledger.
Provides accounting assistance to various department managers and staff; responds to financial questions/concerns to meet business needs.
Acts as a liaison between the company and external parties, including external auditors, to meet information needs and to ensure that proper information is maintained for historical purposes.
Train, evaluates and motivate employees to enhance their performance, development, and work product. Addresses performance issues and makes recommendations for personnel actions.
Possess ability to assist in the implementation of new systems when needed.
QUALIFICATIONS:
4-year degree in Accounting/Finance or Business administration preferred
Four or more years of high-volume accounts payable experience with at least one or more years of leadership experience
Must have ERP AP system experience, as well as 1099 filing experience
Experience with process automation preferred
Strong communication and excellent time management skills
Strong interpersonal skills for interacting with accountants, vendors, and upper management
Strong analytical and problem-solving skills
For confidential consideration, email careers@forgesc.com or apply directly!
Texas Direct Hire Jun 2, 2025 Sales We have an exciting opportunity to join a fast-growing international company dedicated to the innovative manufacturing of products for the engineering and construction industries.
We are seeking a dynamic and proactive individual to join the team as a Territory Account Manager. The ideal candidate will have a strong technical sales background and a deep understanding of our products and services. This role involves traveling to visit clients, providing exceptional service, and driving business growth.
This is a remote role in Texas.
Responsibilities:
Develop and maintain strong relationships with existing and potential clients in the Texas, New Mexico, Oklahoma, & Arizona area.
Maximize revenue opportunities through the engineering and construction industries by calling on key clients and driving product demand.
Travel extensively within the assigned territory to meet clients, understand their needs, and provide tailored solutions.
Conduct technical presentations and product demonstrations to showcase our offerings and their benefits.
Identify and pursue new sales opportunities, driving revenue growth and market share.
Collaborate with internal teams to ensure customer satisfaction and promptly address any issues or concerns.
Provide regular reports on sales activities, client feedback, and market trends.
Stay updated on industry developments and competitor activities to maintain a competitive edge.
Participate in trade shows, conferences, and networking events to promote the company and its products.
Other duties as assigned.
Requirements:
Bachelor’s degree with a minimum of 4 years of outside sales experience OR equivalent work experience of 7 years or more in outside sales.
Prior outside sales and negotiating experience.
Experience in cold calling and breaking into new accounts is required.
Computer literacy, proficient in Microsoft programs such as Excel and Word.
Excellent oral and written communication skills.
For confidential consideration, please email careers@forgesc.com or apply directly!
Greenville , South Carolina Direct Hire May 30, 2025 Operations Our client, an innovative and customer focused company based in Greenville, is seeking a Water-Based Adhesives Development Scientist to join their high-performing R&D team! In this role, you will design, formulate, and test novel water-based adhesive systems to meet diverse industry needs - from packaging and converting to construction and automotive.
If you’re creative, technically proficient, and thrive in a collaborative, innovation-driven environment, we’d love to hear from you.
This is an on-site position in Greenville, SC.
Responsibilities:
Design and develop water-based adhesive formulations (emulsions, dispersions, polymer systems) for multiple end-use applications
Conduct physical and chemical testing (viscosity, peel/shear strength, tack, stability) to validate performance against customer and industry standards
Lead R&D projects from lab concept through scale-up and commercialization
Collaborate with sales, procurement, and manufacturing teams to translate customer requirements into viable adhesive solutions
Maintain detailed records of formulations, test results, and project progress; prepare technical reports and presentations
Stay current on advancements in water-based chemistries, raw materials, and relevant regulations (REACH, EPA)
Requirements:
Bachelor’s degree in Chemistry, Chemical Engineering, Materials Science, or a related field
3–5+ years of hands-on experience in water-based adhesive formulation (PVA, VAE, acrylics, polyurethanes)
Proficiency with lab equipment such as rheometers, tensile testers, and coating applicators
Strong understanding of adhesive testing standards (ASTM, ISO)
Excellent problem-solving skills, attention to detail, and clear communication for cross-functional collaboration
Agile, curious mindset with a drive to continuously improve adhesive performance
Customer-focused and process-oriented, adept at managing multiple projects in a fast-paced R&D setting
Commitment to safety, quality, and environmental stewardship
For confidential consideration, email careers@forgesc.com or apply directly today!
Greenville , South Carolina Direct Hire May 27, 2025 Other Area(s) We are seeking an organized, independent, client-focused Wealth Management Operations Associate, to support the operational functions of managing entire asset portfolios. If you love working in wealth management, but want to step away from a high-pressure environment, this could be the perfect role for you!
In this role, you will support the Financial Advisor in preparing for client meetings, monitoring accounts, and developing solutions for client’s everyday challenges.
This is a full time, onsite position in Greenville, SC.
Essential Duties & Functions
Demonstrate accountability and take ownership in daily work by owning responsibility and consistently taking action that supports the success of the Firm
Respond to investment client inquiries and requests in a timely and accurate manner
Adept at explaining complex solutions to clients in an easy to understand language
Monitor and follow through on all tasks from start to finish to ensure completion of the transaction or process.
Communicate at a high level both in person and through email to convey the firm’s message and investment discipline
Maintain information in the company CRM database, including, and not limited to, entering new clients/contacts, creating groups and/or running reports and creating workflow efficiencies
Comply with all industry and broker/dealer rules and regulations
Maintain all required licensing and meets continuing education requirements on an annual basis
Operate autonomously and work comfortably in a small office setting, which often requires the individual to adapt to new responsibilities as the firm grows and evolves
Qualifications
Bachelor’s degree preferred
Highly preferred: Active FINRA Series 7 and/or 65 licenses
Client-focused, highly dependable and analytical
Exemplary communication and presentation skills
Strong time/energy management, organizational skills; prioritization, and team player
Must genuinely enjoy being of service to others
Proficient with Microsoft Windows (Word, Excel, Outlook)
Investment reporting software experience
Proven ability to meet deadlines as well as effectively identify and solve problems
Must maintain a high level of confidentiality and have a client-focused, helpful attitude
For confidential consideration, please email careers@forgesc.com or apply directly.
Sarasota Direct Hire May 21, 2025 Accounting Our client is a fast-growing accounting and advisory firm that provides tax, payroll, and financial support to small business owners across Central Florida. They are passionate about helping entrepreneurs build stronger businesses, and they’re looking for a Tax & Accounting Manager who shares that purpose.
In this role, you'll step into a leadership position where you can immediately make an impact—overseeing tax compliance, delivering proactive client guidance, and strengthening financial accuracy for the businesses they serve.
Essential Duties & Functions
Prepare and review a variety of tax returns, including 1040, 1065, 1120, and 1120S
Develop and implement tax strategies that maximize client benefit and reduce liabilities
Ensure timely, accurate tax filings in compliance with federal, state, and local laws
Stay current on tax code changes and advise clients accordingly
Build and maintain strong client relationships through consistent communication
Support audits and financial reconciliations as needed
Contribute to the firm’s continued growth and quality standards
Qualifications:
Bachelor’s degree in Accounting, Finance, or related field
CPA or Enrolled Agent (EA) designation required
5+ years of experience in tax accounting, preferably with client-facing work
Strong knowledge of tax law and regulatory updates
Excellent analytical, communication, and organizational skills
Proficiency in Microsoft Office and tax software (Drake, ProSeries, etc.)
Why join?
Join a firm that’s growing intentionally—not just in numbers, but in purpose
Enjoy autonomy while working in a close-knit, supportive team
Contribute to high-quality work that makes a visible difference for small business owners
Work in a hybrid environment with flexibility and trust
Be part of a company that values your input, celebrates your wins, and invests in your success
For confidential consideration, please email careers@forgesc.com or apply directly!
Forge Search is built on a foundation of strong relationships, dedicated to helping clients find the senior talent needed to drive their business forward and ensure seamless operations.
Greenville , South Carolina Direct Hire May 21, 2025 Accounting Our client, a nationwide wholesale company with global reach, is looking for a hands-on, detail-obsessed Accounting Manager. If you are a problem solver who takes pride in financial accuracy and getting things right the first time, this role is for you!
This is a hands-on, high-volume role with great growth opportunities. We are looking for precision, adaptability, and proactivity when it comes to managing financial systems and reporting.
This is a remote role, but candidates must be local to Greenville, SC, for occasional in-person meetings and in-person onboarding.
ESSENTIAL DUTIES & FUNCTIONS:
Manage all aspects of financial reporting, including budgeting, forecasting, and financial analysis.
Oversee daily accounting operations, including accounts payable/receivable, reconciliations, and general ledger management in QuickBooks Online.
Monitor and optimize cash flow, ensuring accuracy in high-volume, low-margin transactions.
Coordinate international financial processes and cross-border transactions.
Collaborate directly with the owner to provide financial insights and recommendations for strategic decisions.
Ensure compliance with all local, state, and federal regulations.
Develop and maintain financial policies and procedures for consistent operational performance.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field. CPA or CMA preferred.
5+ years of accounting experience with a strong background in wholesale or international business environments.
Advanced proficiency in QuickBooks Online is a must.
Strong experience in auditing and internal controls is highly desirable.
Exceptional organizational skills with a meticulous attention to detail.
Experience with international transactions, including compliance with import/export regulations.
Ability to work independently while thriving in a collaborative, high-volume, remote environment.
Strong interpersonal skills to foster relationships with remote and in-person team members.
Local to Greenville, SC, or within a reasonable distance for in-person meetings.
For confidential consideration, email careers@forgesc.com or apply directly!
Clinton , South Carolina Direct Hire May 20, 2025 Accounting Are you looking to develop your accounting skills and advance your career with a growing company? We are on the search for a Senior Accoutant/Accounting Manager to oversee the accounting and monthly close processes of a manufacturing business. In this role, you will be mentored by top tier professionals in a growing company while learning about private equity, mergers and acquisitions, ERP integration and corporate finance strategies.
This role is located in the Clinton, SC area and offers hybrid flexibility with 2-3 days remote each week.
Essential Duties & Functions
Oversee day-to-day accounting operations including accounts receivable, accounts payable, inventory costing, and general ledger.
Manage the monthly, quarterly, and annual general ledger close processes. Ensure timely and accurate recording of financial transactions, reconciliations, and adjustments. Prepare journal entries, account reconciliations, and financial statements. Collaborate with the accounting team to resolve discrepancies and ensure compliance with accounting standards and internal policies.
Maintain weekly cash flow forecasting.
Assist CFO with budgets and forecasts and provide financial guidance to leadership for operational and strategic decisions.
Analyze gross margins, labor costs, and overhead expenses, identifying opportunities for cost reduction and process improvements.
Support plant managers and department leads with financial analysis and margin analysis.
Ensure compliance with GAAP/IFRS financial reporting, as well as federal, state, and local tax requirements.
Assist with document preparation for external audits and tax preparation with CPA firms.
Opportunities to assist CFO with M&A activities and strategic planning.
Foster a positive office environment that aligns with company values and commitment to customer service.
Qualifications
Bachelor's degree in Accounting, Finance, or a related field. CPA, CMA, or MBA is a plus.
3+ years of accounting/finance experience.
Strong knowledge of cost accounting and inventory management.
Advanced Excel skills and data analysis capability.
Strong attention to detail, problem-solving, and organizational skills.
For confidential consideration, please email careers@forgesc.com or apply directly.
Greenville , South Carolina Contract May 20, 2025 Marketing
Our client, a marketing agency in Greenville, SC, is looking for a Project Manager to join their team! This is a great opportunity for a detail-oriented, organized marketing professional to join a company with a strong, collaborative culture and a flexible work environment!
Your day-to-day will consist of managing multiple digital campaigns (social media, paid search, email, display, digital listening, landing page development, video, etc.) for a wide range of clients. The ideal candidate should demonstrate clear communication with the ability to provide timely and cohesive solutions for unique client challenges.
This role is part-time (starting around 15 hours/week) with growth into additional hours as the business grows (ideally 30-35 hours/week). Flexible, work-from-home schedule! Candidates must be local to the Greenville area. (Occasional in-office duties may arise.)
ESSENTIAL DUTIES & FUNCTIONS:
Manage and monitor multiple client display, social, email, etc. campaigns
Collaborate with graphic designers to strategize on creative content for digital applications
Work in various marketing platforms to pull reports, manipulate data, and manage project progress
Communicate campaign details with vendors and ensure they delivery components based on project scope and deadlines
Present campaign progress, updates, and results to clients
Identify trends and suggest long-term solutions
Analyze email campaigns through post campaign reports and A/B testing (if applicable)
Understand larger solution set and direct marketing best practices and how to leverage them most effectively
Ensure deadlines and goals are reached for each campaign effort
Maintain good performance and collaborate effectively under pressure
QUALIFICATIONS:
Project management experience preferred
Previous customer service experience preferred
Marketing experience preferred
Demonstrate an ability to grasp new concepts and show enthusiasm for continuous learning
Highly detail oriented, including a keen eye for proofing creative/copy
Analytical and organizational skills; ability to manage multiple tasks and projects simultaneously
Interest in learning new technologies
For confidential consideration, email careers@forgesc.com or apply directly! Charlotte , North Carolina Direct Hire May 20, 2025 Sales We have a unique opportunity for a Technical Sales Manager with a growing, reputable, and market leading company in the agricultural raw material processing and refinement industry. In this high-impact leadership role with the preeminent vendor to the industry, you will drive all sales activities, helping to shape strategic direction, build customer relationships, and lead growth and profitability.
This is a hands-on, executive-level sales role ideal for a strategic, metrics-driven sales leader who thrives in a fast-paced, customer-focused environment. You’ll have the opportunity to influence company-wide revenue generation, refine go-to-market strategy, and directly engage with key accounts and industry partners.
This opportunity offers a remote work setting.
Essential Duties & Functions
Strategic Leadership & Revenue Planning
Lead revenue generation and contribute to strategic direction, including development and execution of scalable revenue models, annual business plans, and pricing strategies aligned with value-based selling principles.
Recommend data-driven and evidence-based sales and marketing strategies grounded in market research, competitor analysis, and industry trends.
Drive accurate sales forecasting, monitor performance metrics, and provide regular updates to senior leadership.
Sales Execution & Key Account Management
Oversee the full sales cycle - from lead generation to closure - within the agricultural raw material processing and refinement industry.
Achieve or exceed assigned sales targets, ensuring accurate reporting of pricing, forecasts, and sales activities.
Develop and execute action plans to identify and grow new business, maintaining comprehensive account plans that outline market share, competition, customer profiles, and value potential.
Build and sustain strong customer relationships through regular on-site visits, strategic engagement, and exemplary service and support throughout the sales cycle.
Customer Insight & Satisfaction
Gather and analyze customer needs, organizational structures, budgets, and long-term plans to align sales approaches.
Ensure high customer satisfaction by managing expectations and resolving issues efficiently; identify trends and recommend long-term solutions.
Team Leadership & Cross-Functional Collaboration
Coordinate sales and engineering team activities, promoting a consultative, metrics-driven approach to customer engagement.
Collaborate with internal departments and global headquarters to resolve product, design, quality, and logistics issues.
Share market intelligence, customer feedback, and competitive insights with internal stakeholders to inform business decisions.
Market & Product Expertise
Stay current on product offerings, market trends, industry pricing structures, and competitor strategies.
Support RFP, RFQ, and RFI responses and represent the organization at trade shows, conferences, and marketing events.
Maintain comprehensive and timely documentation of customer interactions and sales activities.
Qualifications & Requirements
Master’s degree in business or a technical/engineering discipline with 5–7 years of proven success in technical sales leadership, or a bachelor’s degree in business or a technical field with 8–10 years of relevant experience
Strong background in B2B technical sales, including lead-to-close experience in complex sales cycles and contract formulation
Demonstrated success managing and growing high-performing sales teams, with a focus on new business development and strategic account management
High proficiency in Microsoft Office tools (Excel, PowerPoint, Word); experience with CRM platforms preferred
Proven experience developing pricing models, leading contract negotiations, and implementing market entry strategies
Strong leadership, coaching, and communication skills with the ability to influence senior stakeholders and cross-functional partners
Willingness to travel extensively across North America and occasionally overseas, including overnight trips, to engage with customers, strategic partners, vendors, and team members
Valid driver’s license and clean driving record required
This is an exciting opportunity to join a dynamic and entrepreneurial organization at a pivotal stage of growth. If you are a sales leader with a strategic mindset and a passion for customer success, we’d love to speak with you.
For confidential consideration, email careers@forgesc.com or apply directly today!
Greenville , South Carolina Direct Hire May 19, 2025 Accounting We are working with a family friendly CPA firm who is on the search for an Accounting Advisor to join their team. This is an opportunity to provide quality client service and deliver consistent client experience.
If you have a natural curiosity and willingness to serve clients and nurture relationships, this could be a great opportunity for you to make a direct impact on clients' personal and business financial growth!
*CPA or EA license, or working towards, required. Year-round core working hours: 10am-3pm
Essential Duties & Functions
Ensure timely, high quality client accounting service that meets or exceeds client and firm expectations.
Participate in new client and prospect discovery meetings.
Review monthly accounting for 45-60 accounting clients maintaining overall quality.
Accurately prepare individual, corporate, partnership and non-profit tax returns for your bookkeeping clients along with an additional 150 tax returns for annual clients.
Exemplify initiative in everything, actively seeking to learn and be proactive with clients and our team.
Apply exceptional technical knowledge to review and preparation of accounting projects and tax returns.
Manage integration of cloud-based accounting applications to ensure an ideal system for clients with a seamless user experience.
Perform reviews on clients to assess client profitability, scope creep, service failures, and overall client position.
Communicate proactively with clients on tax and business planning and document accordingly.
Analyze and respond to notices and exams.
Provide leadership, coaching, and mentoring of Accountants.
Adhere to firm processes and procedures including knowledge of the firm's policy on privacy and the CPA-client confidentiality privilege under Internal Revenue Code section 7525.
Know and follow the Code of Professional Conduct of the AICPA (including the Statements on Standards for Accounting and Review Services), and Treasury Department Circular 230.
Perform several tasks concurrently with ease and professionalism.
Maintain chart of accounts, general ledger, payroll, and cash management.
Create well written work documents such as letters, correspondence, and memos in a clear, concise, and well documented manner, including referencing.
Ensure clean integration of client accounting technologies such as QuickBooks Online
Communicate with Client Service Team about emerging client accounting needs.
Most work is performed in an office setting. Some travel and networking will be required.
Handle other tasks and projects as assigned
Qualifications
Bachelors level degree in Accounting, Finance, or related field.
CPA or Enrolled Agent license required.
Three years of experience in accounting.
Ability to handle income and sales tax preparation and related exams with no supervision.
Must be driven, take ownership and initiative, and possess strong leadership skills.
Must work well in a team, and be empathetic and solution focused.
Must be a quick learner and an expert at change management,
Exceptional analytical and problem-solving abilities and excellent attention to detail.
Experience in payroll processing, regulations, and tax implications.
Proficient in QuickBooks Desktop, QuickBooks Online
Must have strong oral and written communication, interpersonal, supervisory, and organizational skills.
Strong technical skills and knowledge of complex accounting and tax standards across multi-states and various client entity types including non-profit, corporate, and individual.
Must be able to work in a high intensity multi-task environment, establish priorities for self and others, meet vital and tight deadlines, and relate positively to employees, vendors, and clients.
Must be process driven and understand complex operating policies, procedures, and make routine recommendations for improvement.
Results driven with emphasis on quality and service that consistently meets or exceeds client expectations.
Thorough knowledge of general accounting principles and theory.
For confidential consideration, please email careers@forgesc.com or apply directly.
Nashville , Tennessee Direct Hire May 14, 2025 Sales We are partnering with a leading transportation and logistics company to find a results-driven Carrier Sales Executive. This role will focus on driving new business growth, establishing strong client relationships, and expanding the company’s brokerage division.
The ideal candidate will be a self-starter, highly competitive, and eager to grow the company’s customer base in a fast-paced environment. This position offers uncapped earning potential and the chance to make a significant impact on the company’s success.
This is a remote position in the Southeast.
Key Responsibilities:
Prospect and secure new customers, with a strong focus on expanding the carrier sales division.
Develop and nurture lasting relationships with shippers, ensuring client satisfaction and long-term business partnerships.
Negotiate competitive pricing and contracts, aligning with profitability goals while delivering customer value.
Collaborate with operations and carrier teams to ensure seamless service delivery and meet customer expectations.
Utilize CRM tools (Salesforce) to track sales activities, manage pipeline, and measure performance.
Stay current on market trends, customer needs, and industry changes to identify new business opportunities.
Drive revenue growth by identifying and closing new business opportunities while managing an efficient sales cycle.
Qualifications:
Proven sales experience, preferably in freight brokerage or transportation sales (strong sales background required, freight experience a plus).
Excellent negotiation, communication, and relationship-building skills.
Self-motivated with a results-oriented mindset and a drive to meet and exceed targets.
Ability to work independently while also being a collaborative team player.
Resilience and determination - able to thrive in a competitive and fast-moving industry.
Strong organizational and time-management skills, with the ability to prioritize tasks effectively.
For confidential consideration, email careers@forgesc.com or apply directly!
Forge Search is built on a foundation of strong relationships, committed to partnering with clients to secure senior talent for key roles, driving their business success.
Greenville , South Carolina Direct Hire May 6, 2025 Accounting
We are seeking a a strong real estate accounting professional to join a leading, reputable firm in Greenville, SC as Accounting Manager. This newly created role bridges the real estate team and corporate accounting, offering a unique opportunity to contribute directly to the company's growth.
In this role, you will oversee financial reporting from third-party property managers and partners, ensuring the accuracy and performance evaluation of a diverse property portfolio. Acting as the primary accounting liaison, you will collaborate with external property management teams and partners while gaining valuable visibility with executive leadership.
A strong background in property or real estate accounting is essential for success. This role offers remote flexibility with a need for the individual to be within driving distance to Greenville, SC (~300mile radius).
Essential Duties & Functions
Oversee timely and accurate financial reporting from third-party property managers, ensuring compliance with company accounting standards. Act as the primary accounting liaison with management and partners.
Review monthly financial statements prepared by third party property managers including actual vs. budgeted performance to ensure completeness and accuracy with focus on areas.
Create consistent and timely communication lines with the accounting teams, providing routine updates on outstanding issues and path to resolution.
Monitor collections, stay abreast of delinquency drivers, and work with team in assessing efficacy of third party managers’ collection efforts.
Track capex spending against budget across the stabilized portfolio.
Track financial loan covenants by maintaining a dashboard of covenant conditions, test dates, and measurement periods.
Aggregate data for analysis, including quarterly forecasting and annual budgeting review, hold sell analysis, expense benchmarking, and portfolio wide reporting.
Assist with due diligence coordination for acquisitions and dispositions, manage closing and post closing prorations with the corporate accounting team.
Assist with accounting transition for any change in third party property managers.
Verify accuracy of annual expense recovery reconciliations at properties with triple net leases
Review prospective tenant credit for retail and industrial assets on an as needed basis.
Lead or participate in special projects as assigned.
Qualifications
Bachelor’s degree in Accounting; CPA preferred, but not required
Minimum of 8 years of related experience in property accounting or real estate accounting
Demonstrated proficiency in Excel and PowerPoint. Power BI experience a plus.
Strong understanding of GAAP and financial reporting principles
Strong communication and organizational skills
Proven ability to read and draw conclusions from financial reports including the Income Statement, Balance Sheet, and Statement of Cash Flows.
Ability to define problems, research and establish facts, and outline draft solutions for discussion.
For confidential consideration, please email careers@forgesc.com or apply directly.
Washington , Maryland Direct Hire Apr 25, 2025 Sales We have an exciting opportunity to join a fast-growing international company specializing in renewable energy storage solutions. We are seeking a driven and customer-focused Territory Account Manager to support market expansion and build strong client relationships across the Southeast.
This role is ideal for a motivated professional with a passion for clean energy and a talent for technical sales. As a key part of our U.S. sales team, you’ll be responsible for driving regional sales performance, supporting project execution, and ensuring top-tier customer satisfaction.
This is a remote opportunity with travel requirements up to 25% of the time.
Key Responsibilities:
Sales & Client Engagement
Develop and maintain strong relationships with commercial and industrial customers, contractors, and partners in your territory
Actively promote our energy storage solutions, emphasizing key performance and flexibility benefits
Manage the full sales cycle—from lead generation to closing—ensuring smooth customer onboarding and handoff to project teams
Leverage existing industry relationships to accelerate deal flow and strengthen regional presence
Support sales of battery systems, particularly in the 1–5MW range, tailored to C&I client needs
Territory Growth & Pipeline Management
Identify and qualify new business opportunities within your assigned region
Maintain a healthy sales pipeline using CRM tools and regularly report on progress and forecasts
Project Coordination & Support
Collaborate with internal technical teams and project managers to tailor solutions to client needs
Support project delivery to ensure a seamless transition from sale to implementation
Technical Acumen & Market Awareness
Serve as a knowledgeable resource on the products and technologies
Stay current with regional market trends, incentives, and policies related to renewable energy
Provide insights to leadership on emerging opportunities and customer feedback
Requirements:
5+ years of B2B sales experience, preferably in technical, industrial, or renewable energy sectors
Experience selling battery storage systems, ideally in the 1–5MW range
Established relationships with stakeholders in the energy, storage, or industrial power sectors
Bachelor’s degree in Business, Engineering, Environmental Science, or a related field
Strong relationship-building and communication skills
Self-starter with the ability to manage a regional territory independently
Collaborative mindset with a focus on cross-functional teamwork
Comfortable with frequent travel (25%) across the Southeast
If you're passionate about renewable energy and ready to take ownership of a dynamic sales territory, we’d love to hear from you.
For confidential consideration, please email careers@forgesc.com or apply directly! Greenville , South Carolina Direct Hire Apr 8, 2025 Accounting We partnering with a closely-held business looking for an experienced and detail-oriented Accounting Manager to oversee financial operations, ensure accurate reporting, and maintain financial integrity across various projects. This role is ideal for a hands-on professional who thrives in a fast-paced environment and enjoys working cross-functionally to support business objectives.
This is a great opportunity to join a collaborative, high-performing team!
This role is on-site in the Greenville, SC area.
ESSENTIAL DUTIES & FUNCTIONS:
Manage all aspects of project-based accounting, including tracking costs, revenue recognition, and adherence to financial deadlines.
Oversee the billing process, ensuring accuracy and timely invoicing in accordance with contractual obligations.
Maintain general ledger integrity, including reconciliations, month-end close, and financial statement preparation.
Monitor and enforce compliance with internal financial policies and external regulatory requirements.
Work closely with operational teams to ensure proper financial documentation and reporting for purchase orders, expenses, and project costs.
Analyze financial data to provide insights on profitability, cost management, and forecasting.
Implement process improvements to enhance efficiency and accuracy within the accounting function.
Supervise weekly check runs and ACH transmissions.
Assist with annual budgeting and periodic financial reporting to leadership.
Manage relationships with external accounting firms and auditors as needed.
QUALIFICATIONS:
Bachelor’s degree in Accounting, Finance, or a related field.
5+ years of progressive accounting experience, preferably in a project-based industry.
2+ years supervisory experience.
Strong understanding of revenue recognition principles and financial reporting.
Excellent organizational skills, attention to detail, and ability to manage multiple deadlines.
Strong communication skills with the ability to collaborate across teams.
For confidential consideration, email careers@forgesc.com, or apply directly! Charlotte , North Carolina Direct Hire Apr 7, 2025 Other Area(s) One of our clients, a well-established firm based in Charlotte, NC, specializing in tax, estate planning, real estate, commercial transactions, and finance, is seeking an experienced attorney to join their Corporate / M&A group. The firm is dedicated to delivering top-tier legal solutions for private corporate clients and businesses, and this is an exciting opportunity for the right person to come in and provide immediate value while maintaining great work-life balance.
This role involves sell-side and buy-side commercial transactions for private corporate clients. The ideal candidate will have a strong background in mergers and acquisitions and deal structuring.
ESSENTIAL DUTIES & FUNCTIONS:
Structure and execute on M&A deals.
Review and draft contracts and corporate documentation with precision and attention to detail.
Provide corporate and partnership tax advice on deals and other structures.
Opportunity to help mentor less experienced associates.
QUALIFICATIONS:
2-4+ years of experience in deal structuring.
Demonstrated expertise in M&A transactions in law firm private practice.
Strong analytical skills and the ability to lead transactions and navigate complex legal and financial matters.
Experience in tax not required but strongly preferred.
Required Education:
Juris Doctor (JD) degree from an accredited law school.
LLM in Taxation not required but strongly preferred.
BENEFITS:
100% employee benefits coverage.
A hybrid structure to support work-life balance.
A collaborative and supportive work environment with opportunities for professional growth.
For confidential consideration, please email careers@forgesc.com or apply directly!
Direct Hire Mar 24, 2025 Accounting We are currently partnering with a boutique, remote accounting services firm to find a strategic Lead Client Advisor. This fully remote role will focus on leading and managing accounting operations and help drive client success. The ideal candidate will have a strong background in leadership within outsourced accounting services. The position will report directly to the CEO.
This role is fully remote.
ESSENTIAL DUTIES & FUNCTIONS:
Complete monthly review of all client financials. Ensure all clients receive monthly financials and receive a high-quality touch from their accountant each month.
Distribute quarterly client surveys.
Oversee and monitor accountants and admin workload, and engagement. Ensure all staff get a monthly 1-1 check-in.
Facilitate weekly leadership team meetings. Lead weekly team meetings and daily huddles (when needed).
Company policies and procedures are clear, documented, shared, and known by all.
Provide keen knowledge and backup on all accounting and administrative projects.
Implement an education calendar for employees and set goals to become QuickBooks certified.
Ensure tools and technologies are well maintained and coordinate with IT on new employee hardware, routine maintenance/updates, and IT issues.
Lead recruiting and hiring. Facilitate new employee onboarding.
All client projects are done on time and meet the firm’s quality standards.
Process bookkeeping review for your own assigned clients. Set examples on timeliness and quality through your own work.
QUALIFICATIONS:
Bachelor’s degree in Accounting or Finance; CPA.
At least 5 years of hands-on outsourced accounting services
QuickBooks mastery and the expertise to manage diverse client needs from start to finish.
Adobe, Slack, Outlook, and Bill.com knowledge
Leadership experience in accounting services—ready to guide a team and take ownership of operations
A passion for delivering exceptional results and growing with a firm that values your contributions
For confidential consideration, email careers@forgesc.com or apply directly!
Forge Search is built on a foundation of strong relationships, committed to partnering with clients to secure senior talent for key roles, driving their business success. Direct Hire Mar 24, 2025 Sales About Us
One of our clients, a growing, entrepreneurial invoice factoring company, is searching for a Senior Manager of Business Development. The company is dedicated to providing working capital solutions to small and mid-sized businesses. They believe in building long-term relationships with our clients and offering fast, flexible financing to help them grow. As a small but ambitious team, they value grit, integrity, and a hands-on approach to business development.
The Role
We are looking for a Senior Manager of Business Development who is ready to roll up their sleeves and build a strong book of business from the ground up. This is a high-impact role for someone who thrives in a small company environment, enjoys hunting for new business, and can drive revenue through strategic partnerships and direct client engagement.
Key Responsibilities
Develop and execute a business development strategy to acquire new factoring clients, focusing on industries that benefit from invoice financing.
Build and manage a pipeline of prospective clients, cultivating relationships with business owners, CFOs, brokers, and referral partners.
Drive the full sales cycle, from lead generation and networking to deal structuring and closing.
Establish referral channels by partnering with accountants, attorneys, and financial advisors who work with companies in need of factoring solutions.
Educate prospects on the benefits of factoring and tailor solutions to meet their working capital needs.
Work closely with underwriting and operations teams to ensure a smooth onboarding process for new clients.
Represent the company at industry events, conferences, and networking opportunities to expand market reach.
Continuously track and report on sales metrics, refining strategies to optimize success.
Who You Are
A self-starter with an entrepreneurial mindset and a strong desire to build something from the ground up.
Experienced in B2B sales, financial services, factoring, asset-based lending, or commercial finance.
Skilled at networking, relationship management, and consultative selling.
Comfortable with a hands-on role in a small company where everyone contributes beyond their job description.
Qualifications
5+ years of experience in business development, sales, or a related role in factoring, commercial finance, or B2B financial services.
Proven track record of hitting or exceeding sales targets in a business development role.
Existing relationships in industries that benefit from factoring (transportation, staffing, manufacturing, etc.) are a plus.
Ability to travel as needed to build relationships and attend industry events.
Why Join Us?
Opportunity to make a real impact in a small, fast-growing company.
Flexible work environment – we care about results, not micromanagement.
Competitive compensation, including base salary + commission with uncapped earning potential.
A leadership role where you can influence the company’s growth trajectory.
Greenville , South Carolina Direct Hire Mar 24, 2025 Marketing Our client, a well-established company in the Upstate, is seeking a Director of Marketing to join their team. The ideal candidate will be responsible for developing and executing comprehensive marketing strategies that drive growth and increase brand awareness. This role requires a action-oriented, strategic thinker with a proven track record in B2B and B2C marketing leadership.
This is an on-site role in the Greenville, SC, with flexibility to work from other offices across the Upstate as needed.
ESSENTIAL DUTIES & FUNCTIONS:
Strategic Marketing Leadership: Develop and implement cohesive marketing plans that align with business objectives, focusing on increasing brand awareness and market share across all divisions.
Brand Management: Oversee all external brand-facing activities, ensuring consistent messaging and visual identity across all platforms. Manage relationships with external agencies and public relations firms to amplify our brand presence.
Team Development and Management: Build, mentor, and lead a high-performing marketing team, fostering a culture of creativity and excellence. Provide guidance and support to ensure team members achieve their professional goals.
Market Analysis and Growth Opportunities: Conduct thorough market research to identify trends, customer needs, and competitive positioning. Utilize data-driven insights to inform marketing strategies and identify new opportunities for growth.
Revenue-Driven Market Strategy: Optimize marketing investments to drive measurable revenue growth, ensuring resources are allocated effectively for maximum impact and return on investment.
Cross-Functional Collaboration: Work closely with sales, operations, and leadership teams to ensure marketing strategies support business objectives and drive revenue growth.
Performance Metrics and Reporting: Establish key performance indicators for marketing activities, regularly analyzing and reporting on the effectiveness of campaigns. Use insights to optimize strategies and achieve desired outcomes.
Adaptability and Additional Responsibilities: Take on additional projects and responsibilities as needed to support the company’s evolving marketing and business objectives.
QUALIFICATIONS:
Bachelor's degree in Marketing, Business Administration, or a related field; MBA preferred.
Minimum of 10 years of progressive marketing experience, with at least 5 years in a senior leadership role.
Proven success in developing and executing marketing strategies that drive brand growth and profitability.
Strong understanding of digital marketing, social media platforms, and emerging marketing trends.
Exceptional leadership and team-building skills, with experience managing cross-functional teams.
Excellent communication and interpersonal skills, with the ability to build relationships with internal and external stakeholders.
Analytical mindset with the ability to interpret data and make informed strategic decisions.
Experience managing external agencies and vendor relationships.
Ability to thrive in a fast-paced, dynamic environment and adapt to changing market conditions.
For confidential consideration, email careers@forgesc.com, or apply directly!