Client Onboarding Manager (Finance & Accounting Outsourcing)

Overview

This leadership role within the organization’s Finance & Accounting Outsourcing (FAO) practice supports a growing client onboarding team. The Manager oversees the delivery of outsourced accounting services, manages client relationships, leads domestic and offshore team members, and ensures timely, accurate preparation of financial reporting and management information.

Responsibilities

• Manage onboarding and the initial delivery of outsourced accounting services and financial reporting for a portfolio of client engagements.
• Lead, coach, and develop accounting professionals, including offshore team members.
• Oversee client onboarding activities, including system setup, project planning, and process implementation.
• Review management reporting packages, financial statements, reconciliations, and other client deliverables.
• Partner with clients on budgeting, forecasting, KPI development, and management reporting.
• Monitor engagement performance, resource utilization, work-in-progress, and client satisfaction.
• Collaborate with clients and internal teams to identify process improvements and technology-driven efficiencies.
• Manage multiple projects and priorities while ensuring quality, timeliness, and exceptional client service.
• Support implementation of new accounting technologies and special projects as needed.

Requirements

• Bachelor’s degree in Accounting or Finance.
• CPA preferred.
• 7+ years of progressive accounting experience, including management experience within a public accounting firm.
• Experience providing outsourced accounting, client accounting advisory, or controllership services to multiple clients.
• Proficiency with QuickBooks Online, Sage Intacct, and financial reporting tools.
• Strong knowledge of financial reporting, budgeting, forecasting, and management reporting.
• Experience leading and developing accounting professionals, including remote and offshore team members.
• Strong project management, organizational, and client relationship management skills.
• Highly analytical with strong attention to detail and problem-solving capabilities.
• Ability to manage competing priorities, meet deadlines, and deliver exceptional client service in a fast-paced environment.

Compensation & Benefits

• Pay range: $101,000 to $192,600 (individual salaries within this range are determined by role, function and responsibilities, work experience, education, knowledge, skills, and geographic location).
• Comprehensive benefits program, which includes:
  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Generous Paid Time Off
  • Retirement plans
  • Paid Care Leave
  • Other programs to support personal and work life and provide financial protection for you and your family

Location

United States (eligibility to work in the United States is required; work sponsorship will not be provided).

Additional Information

• Expected application review period: at least five calendar days; posting may continue until a qualified applicant is selected or the position is cancelled.