Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices.
Oversee multiple client teams, ensuring timely and accurate completion of accounting engagements.
Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence.
Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow.
Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.
Develop client budgets and forecasts, offering consultative support on financial planning and strategy.
Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions.
Requirements
cpa
quickbooks
netsuite
project management
financial analysis
leadership
Proven success leading teams through organizational change and process improvement.
Experience managing remote teams and promoting collaboration across geographies.
Ability to travel up to 10%
Ability to analyze complex financial data and communicate insights clearly to stakeholders.
Minimum 8 years of relevant Public Accounting or industry accounting experience.
Strong project management and relationship-building skills, with a client-first mindset.
CPA designation preferred.
Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus.
Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com and a demonstrated ability to embrace new technologies.
Benefits
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Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
Since 1930
Year Established
The company has been operational since its establishment in 1930.
Focus on driving growth and efficiency in healthcare, financial services, and manufacturing.
Consultants and advisors provide tailored solutions with deep industry knowledge.
Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges.
Consistently recognized for high-quality results and long-term client relationships.
Optimize strategies, technology, and people for sustainable success.
Culture + Values
We care deeply about our people.
We lead with integrity.
We put our clients first.
We are focused on results.
We work together as one team.
We challenge the status quo.
We are passionate about growth and development.
Environment + Sustainability
2030
Net-Zero Goal
Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.
Integrate sustainability efforts into daily operations to achieve energy efficiency, waste reduction, and lower carbon footprint.
Focus on reducing environmental impact through technology, collaboration, and innovation.
Provide sustainable solutions to clients that align with both environmental and business objectives.
Inclusion & Diversity
We aim for a workforce that represents diverse backgrounds, perspectives, and experiences.
We are committed to creating an inclusive workplace that fosters collaboration and respect.
We are focused on empowering women in leadership positions and increasing gender diversity at all levels.