Overview As Senior Manager, you will lead finance and outsourced accounting engagements for small and mid-sized clients, guiding monthly closes, reporting, and advisory work. You'll be a primary client contact, delivering high quality results within budget while building trusted relationships. You'll mentor teams, optimize staffing, and leverage technology to improve delivery and efficiency. This role sits in the Advisory team, contributing to growth and strategic initiatives across the firm.
Compensation / Benefits- annual bonus
- medical, dental, and vision care
- disability and life insurance
- generous Paid Time Off
- retirement plans
- Paid Care Leave
Responsibilities- Lead and manage client engagements from planning to delivery, including monthly close and consulting projects
- Serve as primary client contact, delivering timely, high quality work within budget
- Prepare and present financial results and analyses to client management and committees
- Oversee client invoicing and collections coordination
- Mentor and develop team members, supporting growth and collaboration
- Assist with staffing, resource planning, and utilization across engagements
- Identify opportunities to leverage technology and innovative solutions
- Ensure engagements comply with industry standards and firm methodologies
- Support leadership with strategic initiatives and client expansion opportunities
Key requirements- CPA designation
- Bachelor in Accounting
- 8+ years of accounting/finance experience
- Significant outsourced accounting or consulting experience
- Proven experience leading client engagements and teams
- Strong forecasting, budgeting, reporting, and analytics knowledge
- Excellent interpersonal, communication, and presentation skills
- Proficiency with financial management systems and related technologies
- Adaptability and continuous-improvement mindset
- interpersonal skills
- communication
- presentation
- financial management systems
- forecasting and budgeting
- financial reporting and analytics
