The Senior Manager, Client Accounting Services (CAS) is responsible for leading operational excellence, scalability, and advisory‑focused service delivery within the Technology CAS practice.
This role serves as a senior individual contributor and operational leader, bridging client service, internal teams, and strategic initiatives. The Operations Senior Manager plays a key role in executing practice priorities, enabling technology adoption, supporting team development, and ensuring high‑quality, consistent client outcomes.
Client Relationship Management:
- Serve as a senior point of accountability for a portfolio of Technology and eCommerce CAS clients.
- Oversee delivery of recurring accounting services, close processes, and advisory‑support work to ensure accuracy, timeliness, and consistency.
- Proactively manage client expectations, scope, risk, and service quality.
- Coordinate with tax, advisory, and specialty service teams to deliver integrated client solutions.
Operational Leadership:
- Lead day‑to‑day operational execution for assigned teams and client portfolios.
- Drive alignment across workflow, capacity, and delivery priorities.
- Identify operational inefficiencies and implement process improvements to enhance scalability and service quality.
- Serve as an escalation point for delivery, workflow, and resourcing challenges.
Technology & Process Enablement:
- Support evaluation, rollout, adoption, and optimization of accounting, workflow, and reporting technologies.
- Partner with internal stakeholders and vendors on demos, pilots, training, and implementation planning.
- Ensure technology and process decisions align with long‑term practice strategy and client needs.
Advisory Enablement
- Support the evolution of Client Accounting Services toward forward‑looking advisory offerings.
- Help define advisory service standards, deliverables, and internal expectations.
- Enable teams to identify advisory opportunities and provide proactive, value‑added client insights.
Team Leadership & Developme
- Provide guidance, coaching, and support to team members across geographies.
- Assist with onboarding, training, and ongoing development of new hires and interns.
- Contribute to discussions around team structure, role clarity, and resourcing to support growth and sustainability.
Strategic Planning & Collaboration
- Participate in practice‑level planning, initiative execution, and progress reviews.
- Translate strategic objectives into clear, actionable plans with defined ownership and timelines.
- Collaborate closely with practice leadership, operations, advisory, and technology partners.
Qualifications:
- Prior experience in Client Accounting Services
- Strong understanding of accounting operations, close processes, and service delivery models
- Proven ability to manage complex client relationships and internal stakeholders
- Experience driving process improvement and supporting technology adoption
- Strong organizational, communication, and problem‑solving skills
- Ability to operate effectively in a fast‑paced, evolving environment
Preferred Qualifications:
- Experience supporting technology or eCommerce clients
Exposure to advisory services (e.g., FP&A, dashboards, forecasting, - analytics)
- Experience working with distributed or global teams
- Familiarity with modern accounting, workflow, and reporting platforms
- Operationally minded with strong execution focus
- Comfortable navigating ambiguity and driving clarity
- Collaborative leadership style with ability to influence without authority
- Detail‑oriented while maintaining a strategic perspective
- Client‑centric and solution‑oriented