Managed Services Delivery - Manager

CFGI’s Managed Services practice delivers transformative finance and accounting solutions by fully managing operations below the CFO level. We partner with clients to optimize their finance functions, streamline processes, enhance reporting, and enable faster, data-driven decision-making. Our team leverages advanced technologies, including AI and automation, to drive efficiency, reduce complexity, and deliver timely, high-quality insights across core controllership activities such as daily accounting operations, financial close, and reporting.

As a Manager in our Managed Services Delivery practice, you will play a key role in executing client engagements, designing scalable solutions, and driving meaningful improvements across finance operations. You will work directly with client stakeholders while leading team members through day-to-day delivery and helping transform finance operations into more efficient and strategic capabilities.

Roles & Responsibilities:

• Manage the execution of Managed Services engagements across assessment, transition, and ongoing delivery operations.
• Serve as a key client partner throughout outsourced controllership and finance-transformation initiatives.
• Lead day-to-day delivery across core controllership activities, including accounting operations, financial close, and reporting.
• Drive process improvements across procure-to-pay, order-to-cash, and record-to-report functions.
• Collaborate directly with client leadership to address complex accounting challenges and develop actionable solutions.
• Design and implement dashboards and data models to support operational and financial reporting, KPI tracking, and management insights.
• Leverage finance technologies, AI, automation, and reporting tools to build scalable delivery solutions.
• Coordinate with cross-functional CFGI and client teams to support seamless execution and client satisfaction.
• Review team deliverables and provide coaching and guidance to junior team members.
• Stay current on relevant finance, accounting, operational, and technology developments that may inform client solutions.
• Participate in recruiting, client relationship development, practice initiatives, and business development efforts.

What you must have:

• 5–8 years of experience in public accounting, accounting advisory, outsourced accounting, managed services, and/or corporate accounting or finance, including at least 1 year of public accounting audit experience.
• Experience leading accounting or finance workstreams involving financial close, financial reporting, general accounting operations, or related controllership activities.

What sets you apart:

• Experience applying U.S. GAAP and financial reporting requirements within accounting operations, financial reporting, audit, or advisory environments.
• Experience leading month-end and year-end close activities and broader general accounting operations.
• Experience improving procure-to-pay, order-to-cash, record-to-report, or related finance processes.
• Experience managing client-facing engagements or workstreams and coordinating cross-functional teams.
• Experience addressing complex accounting issues and translating findings into actionable recommendations.
• Experience designing operational or financial reporting, dashboards, data models, or KPI frameworks.
• Experience supervising, reviewing, or developing junior accounting or finance professionals.

Nice to have:

• Undergraduate degree in Accounting, Finance, or a related field.
• CPA, MBA, CFA, or another relevant professional credential.
• Experience with finance technologies, ERP platforms, data visualization, AI, automation, or workflow tools.
• Experience in a managed services, outsourced controllership, shared-services, or finance-transformation environment.
• Experience supporting proposals, client expansion opportunities, recruiting, or other business-development initiatives.

Who thrives here:

• Strong client-service orientation with the ability to establish credibility with finance and accounting stakeholders.
• Able to communicate complex accounting and operational concepts clearly to different audiences.
• Highly organized and comfortable managing multiple priorities under tight deadlines.
• Analytical and practical, with a proactive problem-solving mindset.
• Collaborative and willing to coach others while remaining hands-on in delivery.
• Entrepreneurial, adaptable, and motivated by building scalable solutions in a growing practice.