Client Advisory Services Manager

Councilor, Buchanan & Mitchell, P.C. (CBM), a leading accounting and business advisory firm, is seeking a Manager-level professional who operates as a fractional CFO for a portfolio of outsourced accounting and advisory clients, with a focus on nonprofit organizations and professional service businesses. This role combines technical accounting oversight with forward-looking financial leadership. The Manager owns client relationships, leads engagement delivery, and translates financial information into insights for client leadership.

Remote work and flexible schedule are available.

• Conduct comprehensive financial analyses to identify trends, assess performance, and develop data‑driven insights for client decision‑making
• Develop, maintain, and interpret financial models supporting cash flow forecasting, revenue and expense projections, and key performance indicators
• Translate budget‑to‑actual results into actionable recommendations to improve financial and operational outcomes
• Assist clients in preparing annual budgets, multi‑year financial plans, and rolling forecasts
• Analyze profitability by program, department, or business unit and identify opportunities for financial efficiency
• Produce dashboards and financial analytics reports for internal and external stakeholders
• Assess financial implications of business scenarios, new initiatives, and organizational changes
• Collaborate with client leadership to interpret financial results, establish metrics, and strengthen financial stewardship
• Present financial information and analysis to executive leadership, Boards of Directors, and Finance Committees

• Own engagements from planning through delivery, including deadlines, staffing coordination and client communication
• Serve as the lead advisor on complex or non‑routine client matters, addressing them directly coordinating appropriate team members and resources to reach resolution
• Maintain accountability for delivery of agreed scope of services and identify opportunities for additional services that enhance value for the client
• Maintain proactive, consistent communication with clients and team members to support strong working relationships
• Coordinate with tax and other specialty teams to support integrated client service delivery

• Review financial statements and other key deliverables prepared by controller‑ and senior‑level staff for accuracy, consistency, and advisory value
• Lead and mentor accounting staff assigned to engagements, providing direction, review, and professional development
• Oversee accounting operations staff, including those providing A/R, A/P, payroll, and general ledger functions, to support reliable financial reporting
• Foster proactive and consistent communication with staff, partners, and cross‑functional teams to maintain alignment on deadlines, priorities, and client needs
• Strengthen processes and workflows to improve efficiency, scalability, and service delivery
• Promote a culture of accountability, collaboration, and continuous improvement within the team

• Demonstrate strong organizational, time‑management and analytical skills
• Continue developing technical, industry and advisory expertise
• Support training and mentoring of personnel
• Build and strengthen client relationships through an entrepreneurial, service‑focused approach
• Participate in business development activities, including networking and referral development
• Perform other responsibilities consistent with the role

• Minimum of 6 years of accounting and finance experience, preferably within a CAS or outsourced accounting environment in public accounting
• Experience operating at a manager level with responsibility for supervising staff and owning client deliverables
• Strong understanding of financial and internal controls within a GAAP‑compliant environment
• CPA certification strongly preferred, or equivalent professional finance credential and experience
• Bachelor's degree in accounting or a related field required
• Master's degree in finance, or a related discipline, is preferred but not required
• Proficiency with accounting and…