Own, manage, and maintain the AFS technology portfolio, including existing tools and emerging solutions.
Oversee data conversion, system setup, and workflow configuration for onboarding new clients.
Lead system integration, configuration, and support across multiple ERP and accounting platforms.
Conduct structured client assessments to identify objectives, risks, system requirements, and reporting needs.
Partner with practice leadership and business development on proposals and solution alignment.
Lead M&A technology onboarding and integration.

Requirements

Bachelor’s degree required; Accounting knowledge preferred.
Minimum 12+ years of experience in technology leadership, client onboarding, and system implementation.
Extensive experience with CAS or managed accounting services.
Proven success leading ERP transformations across multiple platforms.
Demonstrated ability to design scalable accounting processes and manage complex transitions.
Strong consultative, relationship-building, and advisory skills.
Agile, adaptable, and comfortable leading through change.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data conversionsystem setupworkflow configurationsystem integrationERPaccounting platformsclient onboardingsystem implementationaccounting processesM&A technology integration

Soft Skills

consultative skillsrelationship-buildingadvisory skillsleadershipadaptabilitychange management

Certifications

Bachelor's degree