What You’ll Do

• 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

What We’re Looking For

• 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

What Will Set You Apart

• 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