This role will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers. This role oversees managers, supervisors, senior associates, associates and client service representatives through transaction processing, month-end closing, financial reporting and budgeting/forecasting duties. You will also oversee initial assessments, implementations and on-boarding of new FAO clients. You will be responsible for managing/coaching the team to ensure that work is properly allocated and completed in a timely and accurate manner.

• Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment playing the Controller and CFO role of your client.
• Manage the month end activities which include closing of sub ledgers, general ledger account reconciliations, reporting and balance sheet account analysis.
• Participate in client design sessions to analyze requirements and redesign business processes in connection with FAO best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc.
• Lead, manage and coach client services representatives, associates, senior associates, supervisors and managers
• Review client’s monthly financial statements including month over month variance analysis and / or actual to budget analysis
• Analyze and interpret financial information for client management and provide actionable insight and decision support
• Continuously identify opportunities to enhance the client’s monthly operations make suggestions for process improvements
• Understand our technology stack and identify additional add-on processes, systems, modules, and integrations that can drive month end close efficiencies.
• Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
• Establish engagement budgets
• Direct initial assessments, implementations and onboarding of new FAO clients
• Write service agreements and statements of work
• Participate in meetings with new client prospects and in the proposal process
• Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment playing the Controller and CFO role of your client.
• Manage the month end activities which include closing of sub ledgers, general ledger account reconciliations, reporting and balance sheet account analysis.
• Participate in client design sessions to analyze requirements and redesign business processes in connection with FAO best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc.
• Lead, manage and coach client services representatives, associates, senior associates, supervisors and managers
• Review client’s monthly financial statements including month over month variance analysis and / or actual to budget analysis
• Analyze and interpret financial information for client management and provide actionable insight and decision support
• Continuously identify opportunities to enhance the client’s monthly operations make suggestions for process improvements
• Understand our technology stack and identify additional add-on processes, systems, modules, and integrations that can drive month end close efficiencies.
• Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
• Establish engagement budgets
• Direct initial assessments, implementations and onboarding of new FAO clients
• Write service agreements and statements of work
• Participate in meetings with new client prospects and in the proposal process

• Bachelor’s degree in Accounting or Finance
• 15+ years of relevant experience
• Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
• Strong management accounting and operational finance knowledge
• Proven leadership, management and coaching skills
• Strong time-management and organizational skills with sensitivity to timeframes, budgets, and outcomes across multiple clients/projects.
• Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)