VP, Client Financial Services

Associa•Richardson, TX

5d•Onsite

About The Position

Associa is seeking a strategic and execution-focused Vice President, Client Financial Services, accountable for the performance and continuous improvement of client accounting functions supporting Accounts Payable, Accounts Receivable, Reconciliations, and General Ledger. The role ensures services are delivered efficiently, consistently, and at scale. Working through functional leaders and in partnership with branch leadership, the VP strengthens service delivery, establishes operating priorities, improves efficiency and quality, and builds scalable capabilities that support continued growth. The position combines execution and strategy: evaluating current operations, identifying improvement opportunities, implementing scalable solutions, and delivering measurable business results. The VP partners closely with Client Success, Operations, IT, Reporting and Optimization, and branch leaders to strengthen operational effectiveness, support 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.
At least 10 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.
Strong analytical problem-solving skills, including evaluating complex situations, identifying root causes, and implementing customer-centric solutions.
Experience improving and streamlining processes to drive efficiency, consistency, scalability, and operational excellence.
Ability to lead teams through significant operational change, establish clarity and accountability, and translate strategy into sustainable ways of working.
Proven ability to build alignment, influence stakeholders, and drive execution across teams and functions.
Ability to develop and deliver executive-level updates, facilitate decision-making, and build organizational consensus.

Nice To Haves

CPA designation, MBA, or another relevant advanced degree; preferred but not required.
Experience leading scaled client accounting, financial operations, shared services, or service delivery organizations, with accountability for efficiency, quality, scalability, and client outcomes.
Experience leveraging 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, including AP, AR, Reconciliations, and GL, 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 appropriate operational controls, quality standards, and escalation practices to support accuracy, consistency, and risk management.
Establish operational ownership and decision rights across AP, AR, Reconciliations, and GL, ensuring issues are resolved or escalated appropriately.
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 promote consistent execution.
Partner with Reporting and Optimization to establish performance measures and reporting for service levels, quality, productivity, capacity, and operational trends; use insights to drive corrective actions and inform 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, supporting 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 teams.
Foster a customer-centric, outcome-focused environment that values communication, collaboration, accountability, partnership, and continuous improvement.