Managed Services Delivery - Consultant

Managed Services Delivery - Consultant

CFGI’s Managed Services practice delivers finance and accounting solutions by managing ongoing operations below the CFO level. We partner with clients to execute critical day-to-day accounting processes, maintain accurate financial data, support recurring close activities, and improve the efficiency and consistency of finance operations.

We are seeking a hands-on Consultant to support the day-to-day delivery of Managed Services engagements. This role is primarily focused on executing recurring accounting and finance processes, including invoice and accounts payable processing, transaction entry, account maintenance, reconciliations, and other operational accounting activities. Consultants work closely with CFGI Managers, Senior Managers, and client teams to ensure transactions are processed accurately and on time while supporting efficient, scalable finance operations.

• Perform recurring finance and accounting activities, including invoice entry, invoice coding, accounts payable processing, transaction entry, and maintenance of accounting records.
• Support procure-to-pay processes, including invoice processing, vendor-related activities, payment support, and resolution of routine transaction issues.
• Perform data entry and maintain accurate financial and operational information within client accounting systems and related schedules.
• Prepare account reconciliations and investigate routine differences or outstanding items.
• Prepare and post journal entries and other recurring accounting transactions as assigned.
• Support month-end and year-end close activities through reconciliations, transaction processing, supporting schedules, and other defined accounting tasks.
• Assist with accounts receivable, cash application, order-to-cash, or other recurring accounting processes based on client needs.
• Prepare routine financial and operational reports, supporting schedules, and client deliverables.
• Follow established client procedures, accounting policies, internal controls, and documentation requirements.
• Identify recurring process issues, exceptions, or opportunities to improve the accuracy and efficiency of accounting operations.
• Support the standardization and automation of repetitive finance and accounting activities.
• Collaborate with CFGI team members and client stakeholders to resolve transaction-processing and accounting issues and support accurate, timely service delivery.
• Participate in knowledge sharing, training, and other Managed Services practice initiatives.

• 2–5 years of experience in corporate accounting, accounts payable, outsourced accounting, managed services, shared services, public accounting, or related finance and accounting operations.

• Experience performing accounts payable, invoice processing, transaction entry, or other high-volume recurring accounting activities.
• Experience preparing account reconciliations, journal entries, supporting schedules, or other routine accounting deliverables.
• Experience supporting month-end close or general ledger accounting activities.
• Experience supporting procure-to-pay, order-to-cash, record-to-report, or related finance processes.
• Experience working within established accounting procedures, internal controls, or service-delivery processes.
• Experience identifying or implementing improvements to recurring accounting or finance processes.
• Experience working directly with internal business teams, clients, vendors, or other stakeholders to resolve accounting or transaction-processing issues.

• An undergraduate degree in Accounting, Finance, Business, or a related field is preferred.
• Experience in a managed services, outsourced accounting, shared-services,…