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Senior Manager
SorrenSenior Manager overseeing complex client engagements and leading financial transformation initiatives at a top advisory firm. Responsible for client relationship management and team development.
About the role
Key responsibilities & impact- Provide strategic oversight and leadership across a portfolio of complex client engagements, including multi-entity consolidations, high-volume transactional environments, and rapidly scaling businesses
- Lead the design, implementation, and optimization of outsourced accounting functions, including month-end close processes, internal controls, and financial reporting systems tailored to client needs
- Oversee the delivery of accurate and timely financial statements, dashboards, and KPI reporting to support clients' operational and strategic decision-making
- Guide clients through financial transformation initiatives, including system conversions, process automation, and scaling finance functions for growth or exit readiness
- Serve as a trusted financial advisor to client leadership teams, offering proactive insights on budgeting, forecasting, cash flow management, and business performance analysis
- Maintain accountability for client service excellence, ensuring deliverables are consistently aligned with engagement scope, deadlines, and budget parameters
- Lead, mentor, and develop accounting managers, seniors, and associates, supporting their professional growth and fostering a high-performing, collaborative team culture
- Act as the primary escalation point for technical accounting issues, providing thoughtful and well-documented solutions in accordance with GAAP and other relevant frameworks
- Develop, monitor, and refine engagement budgets and pricing strategies to ensure profitability while delivering high client value
- Cultivate long-term client relationships by deeply understanding their businesses, anticipating needs, and supporting financial growth strategies
- Drive business development by identifying cross-service opportunities, contributing to proposals, and participating in client onboarding and scoping
- Champion process improvement both within the client service model and internal firm operations, leveraging technology and best practices for efficiency and accuracy
- Represent the outsourced accounting team in cross-functional firm initiatives, collaborating with tax, advisory, and assurance peers to deliver integrated solutions
- Promote ongoing learning and technical development through team training, coaching, and personal knowledge sharing
- Model exceptional time and engagement management skills, ensuring timely and high-quality outcomes across multiple, simultaneous priorities
- Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
- Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Requirements
What you’ll need- 8+ years of experience in general accounting
- CPA license or eligible (preferred)
- Bachelor’s degree in accounting or related field
- Extensive knowledge of U.S. GAAP, financial reporting frameworks, and internal control structures across a range of industries and entity types
- Proven ability to lead financial transformation efforts, including implementation of scalable accounting processes, systems, and automation tools
- Advanced proficiency with accounting software platforms and related reporting or workflow tools
- Demonstrated success managing client portfolios with complex needs, multi-entity structures, and varied reporting cycles
- Excellent written and verbal communication skills to engage with clients, stakeholders, and internal teams at all levels
- High attention to detail combined with strategic thinking and the ability to connect financial data to broader business goals
- Strong project management skills with the ability to oversee concurrent engagements, allocate resources effectively, and meet critical deadlines
- Proactive problem-solving mindset, capable of identifying process improvement opportunities and leading successful implementations
- Business advisory orientation, with the ability to translate financial data into actionable insights and support client decision-making
- Commitment to continuous learning and professional development, both for self and team
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.
Benefits
Comp & perks- Generous paid time off
- Comprehensive medical, dental, and vision coverage, plus life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter break (December 24 – January 1)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
- CPA exam support to help you succeed on the path to licensure
- Firm-sponsored events and spontaneous team activities
- Celebrations to mark milestones like the end of busy season and the holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
General AccountingFinancial ReportingInternal ControlsProcess AutomationBudgetingForecastingCash Flow ManagementAccounting Software ProficiencyKPI ReportingMulti-Entity Consolidations
Soft Skills
Excellent Communication SkillsAttention to DetailStrategic ThinkingProactive Problem-SolvingTeam Leadership
Certifications
CPA License