Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment playing the Controller role of your clients
Participate in client design sessions to analyze requirements and redesign business processes in connection with FaaS best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc.
Lead, manage and coach client services representatives, associates, senior associates and supervisors
Review client’s monthly financial statements including month over month variance analysis and / or actual to budget analysis
Analyze and interpret financial information for client management and provide actionable insight and decision support
Continuously identify opportunities to enhance the clients monthly operations make suggestions for process improvements
Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies.
Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
Establish engagement budgets
Direct initial assessments, implementations and onboarding of new Finance as a Service clients
Write service agreements and statements of work
Participate in meetings with new client prospects and in the proposal process

Bachelor's degree in Accounting or Finance
CPA is required
Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
Progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting manager, assistant controller, controller, director of finance CFO.
Strong technical financial accounting (GAAP) knowledge
Strong management accounting and operational finance knowledge
Experience in the financial planning and analysis (FP&A) function (financial modeling, budgeting and forecasting, financial analysis, etc.)
Proven leadership, management and coaching skills
Strong time-management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients/projects.
Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)

Financial Consulting Manager – Finance as a Service, Not-for-profit

Key skills