Senior Manager

Sorren

Senior Manager overseeing complex client engagements and leading financial transformation initiatives at a top advisory firm. Responsible for client relationship management and team development.

Posted 7/10/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $135,000 - $185,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial transformation, including the design and implementation of scalable accounting processes and systems. Proven ability to lead client engagements, ensuring high-quality financial reporting and strategic insights aligned with business goals.

Highest-signal resume keywords

CPA LicenseU.S. GAAP KnowledgeFinancial Reporting FrameworksProject Management SkillsClient Portfolio Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

General AccountingFinancial ReportingInternal ControlsProcess AutomationBudgetingForecastingCash Flow ManagementAccounting Software ProficiencyKPI ReportingMulti-Entity Consolidations

Soft Skills

Excellent Communication SkillsAttention to DetailStrategic ThinkingProactive Problem-SolvingTeam Leadership

Tools & Technologies

Accounting Software PlatformsWorkflow ToolsFinancial Dashboards

Certifications & Qualifications

CPA License

Industry Keywords

Financial TransformationClient EngagementBusiness AdvisoryProcess ImprovementCross-Service Opportunities

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