Senior Accountant, Client Accounting Advisory Services; CAAS

We are seeking a highly skilled Senior Accountant to serve as a strategic advisor and mentor within our Client Accounting Advisory Services (CAAS) team. This role is ideal for a results-driven accounting professional who thrives in a fast-paced, global environment and excels at providing high-value accounting and advisory services. While this position does not have direct reports, it requires strong leadership, mentorship, and collaboration skills to guide a team of staff and senior staff accountants and support client success.

The Senior Accountant will be responsible for managing client engagements, optimizing financial processes, and ensuring accurate financial reporting. This role plays a critical part in advising clients on best accounting practices, system implementations, and operational efficiencies. The ideal candidate will have a strong technical background in outsourced accounting, experience in a multi-client environment, and the ability to provide strategic financial insights.

Additionally, this individual will lead month-end close processes, client onboarding, and financial system implementations, leveraging tools such as Flo Qast for close management, Sage Intacct for financial automation, and other cloud-based ERP solutions to ensure efficiency, accuracy, and real-time visibility into financial operations. The ability to implement workflow automation, reconcile accounts at scale, and provide data-driven financial insights will be essential to success in this role.

This position will report to the Team Manager(s). This position is fully remote and can be based anywhere in the U.S.

• Operate within a global framework, ensuring adaptability to support teams, meet deadlines and participate in virtual meetings across multiple time zones based in Canada, South Africa, U.K. or the U.S., as needed.
• Collaborate with international stakeholders, adjusting to varying schedules and priorities as needed.
• Facilitate seamless communication and coordination across CAAS teams to support sales operational efficiency.
• Maintain flexibility in scheduling to accommodate time-sensitive tasks and cross-regional collaboration.

• Lead the month-end and year-end close processes, including journal entries, accruals, and financial reconciliations.
• Prepare and analyze financial statements, management reports, and financial forecasts to support client decision-making.
• Ensure compliance with GAAP and financial controls, maintaining audit-ready financial records.
• Utilize Flo Qast for close management, reconciliation tracking, and workflow automation.

• Serve as a trusted financial advisor to clients, offering data-driven insights and recommendations.
• Lead client onboarding and Sage Intacct implementations, ensuring financial systems are optimized.
• Provide fractional Controller-level support, offering strategic financial insights and operational efficiencies.
• Assist in the implementation and migration of accounting systems, ensuring smooth onboarding and system optimization.
• Conduct quarterly financial reviews with clients, providing actionable insights for improved business performance.

• Leverage Sage Intacct and Quick Books Online as primary accounting platforms for financial reporting, automation, and process optimization.
• Implement best practices for financial operations, including automation, process standardization, and internal controls to enhance accuracy and efficiency.
• Support financial technology integration projects, ensuring seamless adoption of new tools and systems for accounting, payroll, and reporting functions.
• Assist in payroll processing and compliance, working with payroll systems to ensure accurate wage calculations, tax filings, and reporting.
• Optimize reconciliation and close processes using Flo Qast, Quick Books Online, and Sage Intacct, improving efficiency, accuracy, and timeliness.
• Drive continuous improvement initiatives, staying ahead of industry trends and technological advancements.
• Guide and mentor Senior Staff Accountants, providing technical expertise, process training, and career development support.
• Review work prepared by Staff Accountants, ensuring accuracy and adherence to best practices.
• Act as a subject matter expert for Quick Books Online (QBO) and other cloud-based financial tools, supporting internal training and implementation efforts.
• Foster a culture of continuous…