CCK Strategies

Manager

• Provide outsourced Controller and CFO services and manage special projects
• Serve as primary point of contact with clients and maintain client relationship
• Focus on quality and efficiency in review and release of recurring projects
• Assist clients with strategic management decisions and evaluate tax strategy implications in collaboration with Tax and Assurance
• Act as strategic consultant to help clients understand financial impacts of management decisions
• Analyze financial reports and develop customized KPIs and metrics aligned to client goals
• Work with clients on-site to clean, review, and utilize financial statements for business direction
• Regularly check in with clients to gauge satisfaction and address concerns
• Business development: bring in new clients and expand services with existing clients
• Set project expectations, provide feedback, and oversee project workload management
• Mentor Client Advisory Services team members, coach on quality and efficiency, and assist with problem solving
• Regularly look for process improvements and communicate ideas proactively
• Adhere to relevant information security policies to protect sensitive data
• Perform all other job responsibilities as assigned

Senior Client Advisory Services Manager