Senior Manager, Technology CAAS

Financial Reporting & Close Oversight 

• Oversees the preparation and review of monthly, quarterly, and annual financial statements, ensuring accuracy, completeness, and US GAAP compliance 
• Reviews consolidated financials, including multi-entity and multi-department reporting, and ensures consistency across reporting structures 
• Establishes close processes, timelines, and quality standards across client portfolios 
• Evaluates financial results, variance drivers, and key performance indicators to ensure alignment with business expectations 
• Participation in preparation of schedules or deliverables 

Accounting Operations & Process Leadership 

• Provides oversight of core accounting functions, including general ledger, accounts payable, accounts receivable, and billing cycles 
• Designs and implements scalable accounting processes and operating models to support client growth 
• Monitors operational performance and identifies opportunities for efficiency, automation, and system optimization 
• Ensures appropriate accounting treatment, chart of accounts structure, and system configuration across engagements 
• Leads issue resolution across accounting operations, ensuring timely escalation and resolution of complex matters 

Internal Controls & Risk Management 

• Designs, implements, and maintains internal control frameworks across client environments 
• Establishes policies, procedures, and governance structures to safeguard financial assets and ensure compliance 
• Reviews control effectiveness and remediates deficiencies as needed 
• Oversees adherence to accounting standards, regulatory requirements, and client-specific reporting obligations 

Client Advisory & Strategic Partnership 

• Serves as a senior advisor to client leadership (CEOs, CFOs, founders), providing strategic financial insight and guidance 
• Translates financial results into clear, actionable narratives, including cash flow trends, operational performance, and growth implications 
• Proactively advises clients on financial strategy, working capital management, and operational decision-making 
• Identifies risks, opportunities, and areas for improvement, delivering forward-looking recommendations 
• Supports clients in aligning financial infrastructure with business scale and complexity 

Team Leadership & Delivery Oversight 

• Leads and develops accounting teams responsible for execution, review, and delivery across client portfolios 
• Establishes review standards and ensures quality, consistency, and timeliness of all deliverables 
• Allocates resources effectively across engagements, balancing capacity, risk, and client priorities 
• Provides coaching, technical guidance, and performance feedback to team members 
• Creates accountability structures to ensure all deliverables meet defined service levels and quality expectations 
• Involvement in issue resolution across operational accounting 

Portfolio & Engagement Management 

• Oversees a portfolio of client engagements, ensuring delivery aligns with contractual commitments (MSAs) and internal standards 
• Maintains awareness of scope, deliverables, and timelines; proactively manages risks related to scope creep and delivery gaps 
• Drives accountability for on-time delivery, quality output, and overall engagement health 
• Partners with internal stakeholders to ensure coordinated delivery across service lines 

Systems, Technology & Continuous Improvement 

• Evaluates and implements accounting systems and reporting tools (e.g., ERP, financial planning platforms) to enhance delivery 
• Drives adoption of automation, reporting efficiencies, and best-in-class technology solutions 
• Leads system improvements, integrations, and process redesign to support scalability 
• Ensures optimal use of financial systems to support reporting accuracy and operational efficiency 

Business Development & Growth Support 

• Identifies opportunities to expand client relationships through additional advisory and accounting services 
• Supports proposal development, solution design, and scoping for new and existing clients 
• Contributes to client retention through high-quality delivery and strategic relationship management 

• Bachelor’s degree in Accounting required; CPA, CMA, CGMA strongly preferred 
• 10+ years of progressive accounting experience, including public accounting, corporate accounting, or outsourced/client accounting services 
• Demonstrated experience leading accounting operations and financial reporting functions at a controller or equivalent level 
• Strong knowledge of US GAAP, including revenue recognition and complex accounting areas 
• Experience overseeing multi-entity, multi-system, or high-growth environments 
• Proven ability to lead and develop teams, with a strong focus on quality and accountability 
• Advanced proficiency in financial systems (e.g. NetSuite, QBO, Xero, AI-native finance tools) and reporting tools 
• Experience with system implementations, process optimization, and scaling accounting functions 
• Strong executive communication skills, with the ability to influence and advise senior stakeholders 
• Experience in eCommerce, technology, or inventory-based businesses preferred