Senior Manager - Client Accounting Services, Not for Profit

Baker Tilly•Dallas, TX

8d•Hybrid

About The Position

We’re looking for an experienced Senior Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve as an Accounting Manager for multiple clients across the country, working with a team of professionals. This position is responsible for providing our client organizations with best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients’ company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the Senior Manager acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly.

Requirements

Bachelor's Degree in Accounting required
Public accounting or BPO firm experience required
Eight (8) plus years of progressively responsible experience in professional accounting functions required
Experience supporting complex not for profit clients is required
Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
Excellent understanding of Generally Accepted Accounting Principles (GAAP)
Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
Experience in Sage Intacct required

Nice To Haves

CPA and/or MBA preferred
experience in professional services/consulting preferred
QuickBooks Online (QBO) experience a plus
Experience in interfacing Sage Intacct with 3rd party applications such as Ramp, Bill, etc.

Responsibilities

Serve as the senior relationship leader and trusted advisor for an assigned portfolio of Managed Services clients.
Provides leadership across accounting operations, financial reporting, internal controls, technology, process improvement, and financial management
Accountable for client satisfaction and retention, engagement economics, team performance, service quality, and the continued growth and scalability of the Managed Services practice
Oversee and provide exceptional service to clients including developing trusted relationships with executive leaders, boards, finance committees and other key leaders.
Review financial statements and reporting packages for accuracy, completeness, consistency, and meaningful presentation.
Manage production of monthly, quarterly, and financial reports
Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions
Coach, train, and mentor staff on client service, NFP industry best practices and accounting matters
Oversight and management of current client engagement team
Lead or sponsor initiatives that improve close cycles, reporting, workflows, controls, and overall service delivery.
Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows
Promote effective use of accounting platforms (Sage Intacct), workflow tools, reporting technologies, and automation.