Manager, Client Accounting Services Onboarding

• Lead each new client engagement from kickoff call through transition to the recurring CAS team • Serve as the single point of contact for all onboarding-related questions, issues, and communications • Build and manage project plans with clear scope, milestones, timelines, and budget parameters • Proactively identify risks and resolve issues before they impact the client experience • Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership. • Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement • Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client’s specific needs • Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav). • Design scalable chart of accounts, reporting structures, and month-end close processes • Train clients and internal team members on new systems and workflows • Provide initial accounting support during the transition period, including reconciliations and financial statement preparation • Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff • Establish month-end close checklists and standard operating procedures for the ongoing service team • Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service • Document client-specific procedures and system configurations for the ongoing team • Identify and champion process improvements that increase onboarding efficiency and client satisfaction • Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping

• Bachelor’s degree in Accounting, Finance, or related field • 5–8 years of accounting or finance experience, including time in a client-facing or multi-client environment • Demonstrated experience leading accounting system implementations or client migrations • Strong working knowledge of GAAP and ability to prepare or review financial statements • Proficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plus • Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines • Outstanding communication and relationship management skills — comfortable presenting to C-suite stakeholders • CPA license or active candidate • Public accounting or professional services firm background • Experience in a managed services or outsourced accounting model • Familiarity with workflow and practice management tools (e.g., Wrike, Karbon) • Experience with third-party integrations: Bill.com, Ramp, Jirav, Fathom • Client Focus — Delivers an exceptional first impression that sets the tone for the long-term client relationship • Project Ownership — Takes end-to-end accountability for onboarding outcomes without needing close oversight • Tech Savviness — Quickly learns new platforms and connects the right tools to the client’s business model • Organized & Detail-Oriented — Tracks dozens of moving parts across simultaneous engagements with precision • Collaborative — Works effectively across internal teams, escalating appropriately and sharing knowledge freely • Adaptable — Comfortable in a fast-growing, evolving practice where processes are still being built