Accounting Manager – Client Accounting & Advisory Services (CAAS)

Lead client accounting and advisory engagements from planning through completion

Serve as a trusted advisor to business owners and executive leadership teams

Oversee month-end close, account reconciliations, financial reporting, and financial statement preparation

Support budgeting, forecasting, cash flow planning, and KPI development

Analyze financial results and translate data into actionable business recommendations

Identify opportunities to improve accounting processes, reporting, automation, and technology

Manage multiple client relationships, priorities, deadlines, and engagement budgets

Coach, mentor, and develop accounting professionals

Maintain high standards for client service and work quality

Support client relationship growth and business development initiatives

Bachelor’s degree in Accounting, Finance, or a related field

8+ years of progressive accounting, advisory, consulting, or outsourced accounting experience

Experience managing client relationships and leading accounting engagements

Strong understanding of financial reporting and month-end close

Experience with budgeting, forecasting, cash flow analysis, and management reporting

Strong leadership, communication, and project management skills

Ability to communicate financial information effectively to business owners and executives

CPA preferred

Experience within Client Accounting Services (CAS), Client Accounting & Advisory Services (CAAS), outsourced accounting, or a similar professional services environment

Experience providing fractional Controller or CFO-level support

Strong business acumen and an advisory mindset

Experience leveraging cloud-based accounting systems, reporting tools, and automation

Demonstrated success mentoring and developing accounting professionals

Ability to identify opportunities to improve client operations and financial performance