Senior Manager, Technology CAAS

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

• Oversees the preparation and review of monthly, quarterly, and annual financial statements, ensuring accuracy, completeness, and US GAAP compliance
• Reviews consolidated financials, including multi-entity and multi-department reporting, and ensures consistency across reporting structures
• Establishes close processes, timelines, and quality standards across client portfolios
• Evaluates financial results, variance drivers, and key performance indicators to ensure alignment with business expectations
• Participation in preparation of schedules or deliverables
• Provides oversight of core accounting functions, including general ledger, accounts payable, accounts receivable, and billing cycles
• Designs and implements scalable accounting processes and operating models to support client growth
• Monitors operational performance and identifies opportunities for efficiency, automation, and system optimization
• Ensures appropriate accounting treatment, chart of accounts structure, and system configuration across engagements
• Leads issue resolution across accounting operations, ensuring timely escalation and resolution of complex matters
• Designs, implements, and maintains internal control frameworks across client environments
• Establishes policies, procedures, and governance structures to safeguard financial assets and ensure compliance
• Reviews control effectiveness and remediates deficiencies as needed
• Oversees adherence to accounting standards, regulatory requirements, and client-specific reporting obligations
• Serves as a senior advisor to client leadership (CEOs, CFOs, founders), providing strategic financial insight and guidance
• Translates financial results into clear, actionable narratives, including cash flow trends, operational performance, and growth implications
• Proactively advises clients on financial strategy, working capital management, and operational decision-making
• Identifies risks, opportunities, and areas for improvement, delivering forward-looking recommendations
• Supports clients in aligning financial infrastructure with business scale and complexity
• Leads and develops accounting teams responsible for execution, review, and delivery across client portfolios
• Establishes review standards and ensures quality, consistency, and timeliness of all deliverables
• Allocates resources effectively across engagements, balancing capacity, risk, and client priorities
• Provides coaching, technical guidance, and performance feedback to team members
• Creates accountability structures to ensure all deliverables meet defined service levels and quality expectations
• Involvement in issue resolution across operational accounting
• Oversees a portfolio of client engagements, ensuring delivery aligns with contractual commitments (MSAs) and internal standards
• Maintains awareness of scope, deliverables, and timelines; proactively manages risks related to scope creep and delivery gaps
• Drives accountability for on-time delivery, quality output, and overall engagement health
• Partners with internal stakeholders to ensure coordinated delivery across service lines
• Evaluates and implements accounting systems and reporting tools (e.g., ERP, financial planning platforms) to enhance delivery
• Drives adoption of automation, reporting efficiencies, and best-in-class technology solutions
• Leads system improvements, integrations, and process redesign to support scalability
• Ensures optimal use of financial systems to support reporting accuracy and operational efficiency
• Identifies opportunities to expand client relationships through additional advisory and accounting services
• Supports proposal development, solution design, and scoping for new and existing clients
• Contributes to client retention through high-quality delivery and strategic relationship management

• Bachelor’s degree in Accounting required; CPA, CMA, CGMA strongly preferred
• 10+ years of progressive accounting experience, including public accounting, corporate accounting, or outsourced/client accounting services
• Demonstrated experience leading accounting operations and financial reporting functions at a controller or equivalent level
• Strong knowledge of US GAAP, including revenue recognition and complex accounting areas
• Experience overseeing multi-entity, multi-system, or high-growth environments
• Proven ability to lead and develop teams, with a strong focus on quality and accountability
• Advanced proficiency in financial systems (e.g. Net Suite, QBO, Xero, AI-native finance tools) and reporting tools
• Experience with system implementations, process optimization, and scaling accounting functions
• Strong executive communication skills, with the ability to influence and advise senior stakeholders
• Experience in eCommerce, technology, or inventory-based businesses preferred