Establish and maintain transition standards, workflows, and best practices.
Oversee team performance to ensure timely, accurate, and consistent delivery.
Serve as an escalation point for complex accounting, process design, and client reporting issues.
Manage resource allocation, utilization, and team efficiency.
Promote consistency and standardization in scope, timelines, enterprise pricing, and quality standards across engagements, minimizing customization.
Conduct structured client assessments to identify objectives, risks, system requirements, and reporting needs.
Translate assessment findings into clear, actionable project plans.
Review transition plans for quality, accuracy, and adherence to firm standards.
Implement quality-control measures to mitigate risk and ensure accuracy.
Oversee account cleanup, data migration, workflow setup, and baseline reporting.
Identify and implement efficiency and automation opportunities.
Lead standardization efforts to improve onboarding consistency and client experience.
Support system integration and configuration across multiple accounting platforms.
Provide authoritative guidance on GAAP and related accounting principles.
Establish risk-identification, escalation, and mitigation protocols.
Maintain compliance with firm standards and quality-assurance checkpoints.
Maintain clear phase-exit criteria for smooth transitions to recurring services.
Facilitate knowledge sharing, training, and development for team members.
Develop and maintain onboarding playbooks, templates, tools, and KPIs.
Ensure consistency across regions, teams, and industry pillars.
Partner with practice leaders and business development to align delivery with client expectations and commercial objectives.
Collaborate with the Transitions Technology Team Leader on system and workflow decisions.
Provide transparent, consistent reporting on progress, risks, and financial performance.

Requirements

Bachelor’s degree in Accounting or related field; CPA strongly preferred
Minimum 12 years of experience in accounting and client onboarding/ implementation leadership
Extensive experience in CAS or managed accounting services, including multi-platform ERP implementations
Deep knowledge of GAAP, financial reporting, and Managed Services operations
Proven ability to design and implement scalable accounting processes
Demonstrated success managing multiple complex projects simultaneously
Experience leading successful distributed teams and driving quality, efficiency, and profitability
Strong relationship-building and advisory capabilities

Applicant Tracking System Keywords

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

Hard Skills & Tools

accountingGAAPfinancial reportingmanaged accounting servicesERP implementationsprocess designdata migrationquality controlautomationproject management

Soft Skills

team performance managementrelationship buildingadvisory capabilitiesknowledge sharingtraining and developmentcollaborationcommunicationleadershipproblem solvingrisk management

Certifications

Bachelor's degree in AccountingCPA