VP, Client Financial Services

Associa•Richardson, TX

4d•Onsite

About The Position

Associa is seeking a strategic, execution-focused Vice President of Client Financial Services to lead the performance and continuous improvement of client accounting functions, including Accounts Payable, Accounts Receivable, Reconciliations, and General Ledger. The role is responsible for ensuring services are delivered efficiently, consistently, and at scale. Working through functional leaders and in partnership with branch leadership, the VP will strengthen service delivery, set operating priorities, improve efficiency and quality, and develop scalable capabilities to support continued business growth. The position combines operational execution and strategy. The VP will evaluate current operations, identify improvement opportunities, implement scalable solutions, and drive measurable results. The role partners closely with Client Success, Operations, IT, and Branch leaders to improve operational effectiveness, support business growth, and deliver strong outcomes for clients and internal stakeholders. This is an in-office position with up to 20% domestic travel.

Requirements

Bachelor’s degree or an equivalent combination of education and relevant business experience.
10 or more years of progressive leadership experience in financial operations, shared services, client accounting, business operations, or related environments, including responsibility for complex, multifunctional operations.
Demonstrated experience leading leaders and delivering results in a cross-functional, matrixed environment.
Demonstrated success using operational measures to manage service levels, quality, productivity, capacity, and performance.
Demonstrated success leading process improvement, operating model transformation, and organizational change with measurable business outcomes.
Strategic thinking: ability to connect service and operational priorities to broader business objectives, establish clear goals, and drive execution at scale.
Analytical problem solving: ability to evaluate complex situations, identify root causes, and implement effective customer-centric solutions.
Process design and improvement experience to drive efficiency, consistency, scalability, and operational excellence.
Change leadership: ability to lead teams through significant operational change, establish clarity and accountability, and translate strategy into sustainable ways of working.
Cross-functional collaboration: ability to build alignment, influence stakeholders, and drive execution across multiple teams and functions.
Communication skills to develop and deliver executive-level updates, facilitate decision-making, and build consensus across the organization.

Nice To Haves

CPA designation, MBA, or another relevant advanced degree.
Experience leading scaled client accounting, financial operations, shared services, or service delivery organizations, with accountability for efficiency, quality, scalability, and client outcomes.
Experience using artificial intelligence, automation, and other enabling technologies to transform operating models, streamline processes, increase efficiency, and drive measurable operational outcomes.

Responsibilities

Lead client financial services across Accounts Payable, Accounts Receivable, Reconciliations, and General Ledger, establishing priorities, capacity plans, service levels, and quality standards.
Evaluate processes and workflows, identify friction, delays, rework, and inefficiency, and implement scalable improvements to service delivery and operational performance.
Maintain operational controls, quality standards, and escalation practices that support accuracy, consistency, and effective risk management.
Establish operational ownership and decision rights across client financial functions, ensuring issues are resolved at the appropriate level and escalated when necessary.
Own and continuously improve the client financial operations delivery model, including roles, handoffs, service level agreements, and governance.
Partner with Client Success, Operations, IT, and Branch leaders to align priorities, establish service delivery standards, and drive consistent execution.
Partner with the Reporting and Optimization group to establish performance measures and reporting for service levels, quality, productivity, capacity, and operational trends; use insights to guide corrective actions and staffing, process, and investment decisions.
Lead and participate in monthly client business reviews that drive decisions, accountability, and follow-through; partner with branches to support client deliverables, satisfaction, and retention goals.
Lead budgetary analysis, planning, and optimization for Client Financial Services, ensuring effective resource allocation, financial performance, and sustainability.
Build organizational capability through leadership, succession planning, coaching, talent development, and clear performance expectations for functional leaders and their teams.
Foster a customer-centric, outcome-focused environment that values communication, collaboration, accountability, partnership, and continuous improvement.