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.
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.
Drive transformation initiatives, introducing change management and leveraging digital tools to create scalable, efficient solutions for clients.
Support business development by managing pipelines, forecasting sales, engaging clients, and contributing to proposal creation and pricing strategies.
Enhance and nurture a professional network to generate opportunities and internal referrals.
Manage business drivers including sales, labor, utilization, expense management, and project financials (WIP and AR).
Ensure project quality standards, facilitate lessons learned discussions, provide feedback, and participate in recruiting and talent development.
Requirements
Minimum of ten (10) years of related professional accounting or consulting experience is required.
Minimum of five (5) years of supervisory and team leadership experience is highly preferred.
Proven experience in a client-facing role, particularly in finance BPO or consulting.
Bachelor’s degree in accounting or finance is required.
CPA, MBA, or an equivalent certification is preferred.
Strong technical knowledge of current accounting standards (GAAP).
Advanced knowledge of MS Office Suite.
Proficiency with ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) is a plus.
Demonstrated ability in project management, analytical thinking, and problem-solving.
Excellent leadership, communication (oral and written), and interpersonal skills.
Proven track record in driving sales, managing client relationships, and leading large-scale transformation projects.
Ability to travel to client sites as needed and work outside of normal business hours.
Applicant Tracking System Keywords
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