OFAS Accounting Services Manager

KSM•Fort Wayne, IN

About The Position

The OFAS Accounting Services Manager leads engagement delivery and team execution across a portfolio of ongoing client engagements. The role owns workflow design, quality control, and engagement financial performance; supervises and develops team members; and delivers controller-level insights. In partnership with Senior Managers, Directors, and Partners, the manager strengthens client relationships, supports practice growth, and coordinates smooth client transitions from onboarding through handoff. The position oversees recurring accounting services and related advisory work, including close processes, client reporting, budgets and forecasts, financial models, KPIs, financial statements, payroll and sales tax matters, and tax and audit readiness. It also manages engagement schedules, budgets, billing, realization, and profitability; identifies scope changes; and collaborates with clients, firm departments, specialists, vendors, and service providers. The manager contributes to business development by identifying opportunities and cultivating client and centers-of-influence relationships.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field, or equivalent relevant experience.
At least 5 years of relevant accounting experience.
Experience supervising staff and responsibility for final work product.

Responsibilities

Lead recurring engagement delivery by establishing and maintaining close calendars, reporting protocols, client work instructions, and workflows.
Partner with the onboarding team on new client transitions, contribute to the ongoing service model, participate in handoff meetings, and stabilize recurring close processes.
Schedule client jobs with Senior Managers and Directors, monitor delivery against timelines and budgets, identify issues, and develop resolution plans.
Review work in process, perform billing on assigned jobs, and proactively manage budgets, realization, and profitability.
Review and, when necessary, perform client accounting work to ensure accuracy and compliance with engagement scope, firm policies, and applicable accounting frameworks.
Identify out-of-scope work, communicate with clients as appropriate before work begins, and coordinate scope updates and change orders with engagement leadership.
Prepare or review client KPIs, management reports, and financial statements; lead budgeting, forecasting, dashboards, cost accounting exercises, and other advisory projects as needed.
Manage payroll and sales tax notices and related research, coordinating with internal specialists, agencies, and third-party providers to resolve issues.
Maintain organized records and workpapers and coordinate information requests with internal tax and audit teams to support tax and audit readiness.
Support Financial Planning & Analysis and CFO advisory services, including budgets, forecasts, financial models, KPI reporting, and analysis for client decision-making.
Develop long-term client relationships and serve in a supervisory role within client teams, managing larger projects from planning through execution.
Manage direct reports’ performance processes, including one-on-ones, goal setting, evaluations, coaching, and feedback.
Adopt, champion, improve, and enforce OFAS standard processes and procedures, and ensure internal compliance and execution of client-directed procedures.
Manage unexpected and urgent client matters and timely communicate risks, scope changes, and significant issues to Senior Managers, Directors, and Partners.
Maintain direct contact with third-party vendors and service providers regarding routine client account and support matters, and support implementation of applications or process improvements.
Collaborate with tax, audit, technology, and advisory departments to deliver integrated client solutions and execute OFAS and firm initiatives.
Use knowledge of KSM services and specialists to identify and advance opportunities that address client needs and expand relationships.
Deliver exceptional client service and work product, recognizing the connection between engagement success and future opportunities.
Work with practice leaders to identify and expand centers-of-influence relationships aligned with practice priorities.