Senior Manager – Client Accounting Services

Role Overview

• Provide fractional CFO and accounting support to small and mid-sized clients.
• Partner with business owners to strengthen their financial operations by evaluating processes, providing valuable financial and business insights, and utilizing automation tools to streamline accounting processes.
• Assess internal controls, including fraud prevention, and establish best accounting practices.
• Leverage new technologies to support budgeting, rolling cash flow forecasts, and long-term financial modeling.
• Perform key financial and advisory activities, including:
• KPI development and performance monitoring
• Breakeven, contribution margin, and profitability analysis
• Financial forecasting, cash flow projections, and business planning
• Pricing strategy and GAAP evaluations
• FP&A support for privately held companies.
• Support client growth through financial and operational consulting, including process evaluation and improvement recommendations.
• Participate in business development efforts (networking, sales calls, and referral development).
• Manage and oversee consulting projects, delegating effectively to team members.
• Assist with selection, implementation, and integration of accounting and related systems (e.g., payroll, POS, time/billing).
• Foster a collaborative, high-performing team environment aligned with company culture.
• Train, mentor, and supervise accounting staff; provide hands-on support as needed.

Requirements

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 5 years supervisory
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Availability to travel based on business needs