Financial Consulting Manager handling accounting and finance for not-for-profit clients in shared services. Leading teams and managing multiple client engagements with a focus on operational finance and accounting.
Responsibilities
Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment playing the Controller role of your clients
Participate in client design sessions to analyze requirements and redesign business processes in connection with FaaS best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc.
Lead, manage and coach client services representatives, associates, senior associates and supervisors
Review client’s monthly financial statements including month over month variance analysis and / or actual to budget analysis
Analyze and interpret financial information for client management and provide actionable insight and decision support
Continuously identify opportunities to enhance the clients monthly operations make suggestions for process improvements
Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies.
Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
Establish engagement budgets
Direct initial assessments, implementations and onboarding of new Finance as a Service clients
Write service agreements and statements of work
Participate in meetings with new client prospects and in the proposal process
Requirements
Bachelor's degree in Accounting or Finance
CPA is required
Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
Progressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting manager, assistant controller, controller, director of finance CFO.
Financial Operations Analyst responsible for transaction reporting and invoicing at PayJoy. Collaborating on efficiency improvements and financial compliance in operations.
Intern in Corporate Finance assisting with analysis, data collection, and Power BI dashboard development. Working at Uniper to support diverse projects in the energy sector.
Director of Finance overseeing accounting and financial operations at CARFAX Canada. Collaborating with leadership to drive financial improvements and ensuring compliance with regulations.
Financial Solutions Advisor providing comprehensive financial advice and tailored solutions for clients. Building financial plans and recommending brokerage products in a client - focused environment.
Finance Manager serving as a finance partner for specified Lines of Business at Bank of America. Leading forecasting and stress testing responsibilities with a team across secured lending products.
Financial Solutions Advisor at Bank of America, offering tailored financial advice to clients. Responsible for building investment plans and managing client relationships for financial success.
Business Support Manager overseeing administrative functions for a complex department. Collaborating with various stakeholders to drive change in the GWIM Credit platform.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients in New York. Helping clients achieve their financial goals and objectives.
Multi - Discipline Placement Intern at AGCO Finance exploring finance and risk operations. Responsible for various tasks in finance, risk management, and commercial operations.