What You’ll Do
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Lead client accounting and advisory engagements from planning through completion
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Serve as a trusted advisor to business owners and executive leadership teams
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Oversee month-end close, account reconciliations, financial reporting, and financial statement preparation
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Support budgeting, forecasting, cash flow planning, and KPI development
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Analyze financial results and translate data into actionable business recommendations
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Identify opportunities to improve accounting processes, reporting, automation, and technology
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Manage multiple client relationships, priorities, deadlines, and engagement budgets
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Coach, mentor, and develop accounting professionals
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Maintain high standards for client service and work quality
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Support client relationship growth and business development initiatives
What We’re Looking For
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Bachelor’s degree in Accounting, Finance, or a related field
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8+ years of progressive accounting, advisory, consulting, or outsourced accounting experience
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Experience managing client relationships and leading accounting engagements
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Strong understanding of financial reporting and month-end close
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Experience with budgeting, forecasting, cash flow analysis, and management reporting
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Strong leadership, communication, and project management skills
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Ability to communicate financial information effectively to business owners and executives
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CPA preferred
What Will Set You Apart
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Experience within Client Accounting Services (CAS), Client Accounting & Advisory Services (CAAS), outsourced accounting, or a similar professional services environment
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Experience providing fractional Controller or CFO-level support
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Strong business acumen and an advisory mindset
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Experience leveraging cloud-based accounting systems, reporting tools, and automation
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Demonstrated success mentoring and developing accounting professionals
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Ability to identify opportunities to improve client operations and financial performance
The anticipated base salary range for this position is $115,000–$145,000, depending on experience, qualifications, and other job-related factors. Additional benefits and compensation may apply.