Senior Manager

Senior Manager Mid Market Outsourced Accounting & Advisory Services

As a senior manager in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a key leader in delivering and growing our client accounting services. You will serve as the primary relationship manager for our clients, acting as a trusted business advisor to senior executives and leading complex engagements. This role requires a blend of deep technical accounting expertise, proven leadership in managing high-performance teams, and a strategic focus on business development and sales. You'll not only oversee accurate financial reporting but also drive transformation initiatives, introducing change management and leveraging digital tools to create scalable, efficient solutions for our clients.

Key Responsibilities

Client Service & Engagement Leadership

Serve as a trusted advisor to senior executives within client organizations, understanding and exceeding their needs.

Lead and manage multiple projects and engagements independently, identifying risks and developing mitigation plans.

Direct the project staffing process based on client needs, team development, and skill requirements, ensuring an engaged and effective team.

Oversee the delivery of outsourced accounting services, including P2P, O2C, and R2R, ensuring accurate financial reporting and timely month-end closes.

Lead strategic client communications, including presentations to management teams and key stakeholders, and manage difficult conversations to achieve the best solution for the client.

Business Development & Growth

Actively contribute to business growth by supporting business development activities, managing a personal and / or team-based pipeline, and forecasting sales.

Engage clients in business-based conversations to understand their needs, challenges, and opportunities, proactively shaping sales efforts.

Lead and support the creation of winning proposals, customizing approaches, solutions, staffing, and pricing to fit unique client situations.

Enhance and nurture a professional network to generate new opportunities and promote internal referral opportunities within the firm.

Operations & People Management

Manage all business drivers in a professional services environment, including sales, labor, utilization, and expense management.

Ensure project quality standards are met, facilitating lessons learned discussions and managing financials, including WIP and AR.

Lead by example in embodying the firm's core values of Collaboration, Integrity, Passion, and Stewardship.

Provide timely, constructive feedback to team members, creating a learning environment and a talent strategy for your teams.

Participate in the development and execution of recruiting strategies to attract new talent.

Qualifications

Experience :

o Minimum of ten (10) years of related professional accounting or consulting experience is required.

o Minimum of five (5) years of supervisory and team leadership experience is highly preferred.

o Proven experience in a client-facing role, particularly in finance BPO or consulting.

Education & Certifications :

o Bachelor's degree in accounting or finance is required.

o CPA, MBA, or an equivalent certification is preferred.

Skills :

o Strong technical knowledge of current accounting standards (GAAP).

o Advanced knowledge of MS Office Suite, with proficiency in ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus.

o Demonstrated ability in project management, analytical thinking, and problem-solving.

o Excellent leadership, communication (oral and written), and interpersonal skills.

o Proven track record in driving sales, managing client relationships, and leading large-scale transformation projects.

o Ability to travel to client sites as needed and work outside of normal business hours.