Client Accounting and Projects Manager

Outsourced Accounting & Advisory Services is a highly specialized, organized team of chief financial officers, controllers, senior accountants, and bookkeeping specialists with years of experience working with small to mid-sized organizations, for-profit and non-profit.

This team offers much more than outsourced functional-level accounting and bookkeeping, and more than exclusively high-level financial management. It provides a comprehensive blend of services that accomplish our clients’ daily accounting needs while working towards a corporate financial goal and mission.

The Client Accounting & Projects Manager plays a key role within the Outsourcing Accounting & Advisory team, managing client accounting projects, strategic advisory services, and complex project management throughout the client engagement lifecycle. This role leads assessments related to managed services transitions and helps elevate the quality, consistency, and overall client experience across the team’s three-phased approach:
Assessment, Implementation, and Managed Services. The Manager partners closely with clients, practice leadership, and the Operations team to identify opportunities and implement solutions that strengthen client operations and financial reporting.

The Client Accounting & Projects Manager works with Projects Team leadership using the firm’s preferred technology solutions and implements client-approved improvements across technology systems, processes and procedures, internal controls, financial reporting and forecasting, and client training. Success in this role requires a strategic mindset, strong project management and client relationship skills, technical expertise, and a commitment to continuous improvement and delivering best-in-class client service.

Essential Responsibilities:

• Support and execute the vision and strategic initiatives of the Outsourcing Accounting & Advisory leadership team for the Business Advisory and Projects function.
• Partner with the projects leadership team to manage activities across the firm’s three-phased delivery model (Assessment, Implementation, and Managed Services), ensuring smooth transitions from project work to ongoing managed services.
• Support complex client advisory and ad hoc strategic projects, including managed services assessments and implementations.
• Drive continuous improvement by enhancing processes, internal controls, operational efficiencies, client training, and reporting through innovative use of technology platforms.
• Support the development and execution of financial models, business plans, and forecasting tools for clients engaged in exit planning, acquisitions, or long-term strategic initiatives.
• Oversee day-to-day client financial operations, ensuring accurate, timely processing and real-time financial reporting.
• Apply audit-based methodologies to the month-end close process and financial reporting to ensure accuracy and completeness.
• Prepare and review balance sheet and income statement reconciliations supported by appropriate documentation and subledger detail.
• Perform analytical reviews of general ledger activity to identify missing transactions, trends, and anomalies on a monthly and annual basis.
• Ensure all compliance and regulatory reporting requirements are completed accurately and on time.
• Serve as a primary point of contact for client leadership teams and Boards, providing clear, timely, and professional communication.
• Prepare and present monthly and quarterly financial reporting packages for clients.
• Lead annual audit coordination and tax return preparation processes.
• Assist with supervising, mentoring, and developing project accounting team…