MBO Partners is seeking an experienced CAS Project Manager Contractor to work directly with a team of accountants supporting Client Accounting Services engagements. This role is responsible for managing project execution, ensuring accountability among team members, and maintaining communication with clients to deliver high-quality financial services.
Responsibilities:
- Partner directly with CAS accounting teams to manage day-to-day project execution and ensure work stays on track
- Hold team members accountable to timelines, deliverables, and quality standards
- Facilitate regular check-ins, team meetings, and one-on-one sessions to address risks, roadblocks, and priorities
- Provide hands-on guidance and support, with a strong focus on newly onboarded associates and clients
- Provide clear, timely project updates to clients
- Act as a point of coordination between clients and internal CAS teams
- Ensure expectations are aligned and proactively address issues before they escalate
- Serve as a project management mentor to CAS team members, offering coaching and best-practice guidance
- Promote a collaborative, inclusive, and high-accountability team environment
- Support personal and professional growth of team members through structured feedback and coaching
- Implement and maintain robust tracking and monitoring systems at the individual, team, and engagement level
- Conduct regular evaluations to identify gaps, risks, and improvement opportunities
- Prepare detailed performance reports and present findings and recommendations to leadership
- Ensure the delivery of high-quality, timely financial services through proactive project oversight
- Continuously refine processes to improve consistency, efficiency, and outcomes across CAS engagements
Requirements:
- Proven experience as a Project Manager within a professional services, accounting, advisory, or consulting environment
- Demonstrated ability to manage cross-functional teams and multiple priorities simultaneously
- Exceptional attention to detail and strong organizational skills
- Excellent communication skills, with experience providing client-facing updates
- Comfortable working independently in a fully remote environment
- Legal authorization to work in the U.S. is required
- As a contractor, including remote contractors, you may be required to complete a background check
- Experience supporting accounting, finance, or CAS teams
- Familiarity with Monday.com and/or Carbon task tracking tools
- PMP or other project management certification (nice to have, not required)