Managed Services Delivery - Senior 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 Senior Manager in our Managed Services Delivery practice, you will lead client engagements and delivery teams responsible for critical finance and accounting operations. You will act as a trusted advisor to senior client stakeholders, oversee the quality and scalability of delivery, and identify opportunities to improve processes, reporting, technology, and the overall effectiveness of the finance organization.

Roles & Responsibilities:

• Lead Managed Services engagements across assessment, transition, and ongoing delivery operations.
• Serve as a strategic partner to senior client stakeholders throughout outsourced controllership and finance-transformation initiatives.
• Oversee delivery across core controllership activities, including accounting operations, financial close, financial reporting, and related finance processes.
• Drive process improvement and standardization across procure-to-pay, order-to-cash, and record-to-report functions.
• Advise senior client leadership on complex accounting and operational challenges and develop actionable solutions.
• Oversee the design and implementation of dashboards, data models, operational reporting, KPI frameworks, and strategic management insights.
• Drive the use of finance technologies, AI, automation, and other digital capabilities to improve scalability, quality, and efficiency.
• Coordinate cross-functional teams and stakeholders to support integrated delivery and strong client outcomes.
• Supervise and conduct detailed reviews of team deliverables to maintain quality and manage delivery risk.
• Manage, mentor, and coach Consultants and Managers, providing meaningful feedback and supporting professional development.
• Identify opportunities to expand existing client relationships and develop additional solutions based on client needs.
• Participate in recruiting, proposals, business development, methodology development, and other practice-building initiatives.
• Stay current on accounting, finance, managed services, and emerging technology trends relevant to client strategies.

What you must have:

• 8-12 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 significant accounting or finance engagements involving financial close, reporting, controllership operations, or related finance processes.

What sets you apart:

• Experience leading complex accounting and controllership operations governed by U.S. GAAP, financial reporting requirements, and internal controls.
• Experience overseeing month-end and year-end close, financial reporting, and broader general accounting operations.
• Experience leading process improvement across procure-to-pay, order-to-cash, record-to-report, or related end-to-end finance processes.
• Experience serving as a primary client contact and advising senior finance or accounting leadership.
• Experience managing cross-functional teams, engagement delivery, timelines, quality, and competing client priorities.
• Experience reviewing complex team deliverables and developing Consultants and Managers through coaching and feedback.
• Experience designing or overseeing dashboards, data models, KPI reporting, management reporting, or related analytics.
• Experience identifying and implementing technology-enabled or automated finance solutions.
• Experience contributing to client expansion, proposals, business development, recruiting, or practice-development efforts.

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 leading managed services, outsourced controllership, shared-services, or finance-transformation engagements.
• Experience transitioning accounting or finance activities from an internal operating model to an outsourced or managed-services environment.

Who thrives here:

• Builds credibility quickly with senior clients and is comfortable navigating complex stakeholder environments.
• Communicates complex accounting, operational, and technology concepts in a practical and executive-friendly manner.
• Balances strategic thinking with hands-on delivery ownership.
• Organized and decisive while managing multiple engagements and competing priorities.
• Develops others through clear expectations, thoughtful review, and constructive feedback.
• Entrepreneurial, collaborative, and motivated by growing client relationships and building a scalable practice.