Manager- Client Accounting Services

Overview

This role oversees outsourced client accounting engagements for a portfolio of Consumer Packaged Goods (CPG) organizations, serving in a Controller or Accounting Manager capacity. Responsibilities include leading accurate, timely financial reporting, managing the month-end close process, and ensuring adherence to GAAP and leading practices.

Responsibilities

• Serve as the primary Controller or Accounting Manager for assigned clients, overseeing all aspects of the accounting function.
• Lead and manage monthly, quarterly, and annual close processes to ensure accurate, complete, and timely financial reporting.
• Review journal entries, account reconciliations, and financial statements prepared by staff to ensure compliance with GAAP and firm standards.
• Analyze financial results, trends, and variances, and provide actionable insights to clients and internal stakeholders.
• Establish, document, and improve accounting processes, internal controls, and workflows to enhance efficiency and scalability.
• Manage client relationships as a trusted advisor and primary point of contact for financial and operational matters.
• Coordinate client deliverables, deadlines, and engagement scope using effective project management practices.
• Support budgeting, forecasting, cash flow management, and working capital planning.
• Assist clients with system implementations, process transitions, integrations, and accounting clean-up projects.
• Collaborate with tax, audit, technology, and advisory teams to support integrated service delivery.
• Mentor, coach, and develop team members; review performance and provide ongoing feedback.
• Delegate work effectively while maintaining accountability for engagement quality and outcomes.
• Identify opportunities for additional services and contribute to client accounting services business development efforts.
• Ensure compliance with regulatory requirements and firm policies across all engagements.

CPG-focused accounting and analytics

• Support CPG clients with inventory accounting, cost accounting, and gross margin analysis across product lines and sales channels.
• Review and analyze inventory valuations and reserves, obsolete and slow-moving inventory, landed costs, freight allocations, and SKU-level profitability.
• Improve accounting processes related to supply chain operations, manufacturing, contract manufacturers, co-packers, warehouses, and third-party logistics providers (3PLs).
• Oversee accounting for trade promotions, rebates, chargebacks, customer deductions, slotting fees, and other retailer-related programs.
• Support trade promotion management (TPM) processes, including promotional spend forecasting, trade accrual accuracy, and deduction research and resolution.
• Develop financial reporting and KPI dashboards covering inventory turnover, gross margin, contribution margin, product profitability, channel performance, and working capital.
• Leverage syndicated retail data and point-of-sale (POS) data to support sales, margin, and trade spend performance analysis.
• Provide financial and accounting guidance for wholesale, retail, distributor, eCommerce, Amazon, direct store delivery (DSD), and direct-to-consumer business models.
• Present financial results and operational insights to founders, executive leadership teams, lenders, and investors, translating complex accounting concepts into actionable recommendations.
• Assist clients in preparing board-ready financial reports and board decks, including support for capital raise preparation and investor updates.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent experience.
• CPA certification is preferred.
• Five or more years of experience in public accounting, consulting, outsourced accounting services, or an in-house accounting role with relevant client-facing responsibilities, including CPG-specific experience.
• Two or more years of supervisory or team leadership experience.
• Strong understanding of GAAP and financial reporting requirements.
• Demonstrated experience managing month-end close and financial reporting processes.
• Experience operating in a Controller or Accounting Manager capacity for multiple clients or business units.
• CPG industry experience is required, with hands-on responsibility for inventory-intensive accounting and financial operations.
• Strong understanding of inventory accounting, cost accounting, inventory valuation methodologies, inventory reserves, standard or actual costing, and gross margin analysis.
• Experience accounting for trade spend, promotional allowances, customer deductions, rebates, chargebacks, and retailer programs.
• Experience supporting multi-channel revenue streams, including wholesale, retail, distributor, eCommerce, Amazon, direct store delivery (DSD), and direct-to-consumer channels.
• Knowledge of supply chain accounting concepts, including landed costs, freight allocation, 3PL arrangements, co-packers, and contract manufacturing.
• Experience preparing and analyzing CPG performance metrics, including inventory turnover, SKU profitability, contribution margin, gross margin by channel, and working capital.
• Proficiency with accounting systems such as QuickBooks Online, NetSuite, Microsoft Dynamics, SAP Business One, Acumatica, or similar ERP systems.
• Proficiency with Cin7, SPS Commerce, Shopify, Amazon Seller/Vendor Central reporting.
• Familiarity with Trade Promotion Management (TPM) or deduction management platforms is a plus.
• Ability to evaluate cash runway, inventory investment strategies, purchase commitments, financing alternatives, and working capital optimization initiatives.
• Strong project management and organizational skills, with the ability to manage multiple clients and priorities simultaneously.
• Excellent analytical and problem-solving skills with strong attention to detail and accuracy.
• Strong interpersonal and client service skills, with the ability to build and maintain trusted relationships.
• Effective verbal and written communication skills, including the ability to present financial information clearly to non-financial stakeholders.
• Ability to adapt in a fast-paced, dynamic environment and contribute to continuous process improvement.
• Demonstrated ability to evaluate, adopt, and use emerging technologies, including artificial intelligence and automation tools, to enhance business processes, improve decision-making, and drive operational efficiency.

Preferred Qualifications

• Experience serving as a Controller, Assistant Controller, Accounting Manager, or outsourced finance leader for a CPG organization.
• Experience supporting companies through rapid growth, new product launches, retail expansion, channel expansion, or supply chain transformation.
• Experience working with national or regional retailers and managing the related accounting and reporting requirements.
• Experience supporting private equity-backed or investor-backed CPG organizations.
• Exposure to demand planning, inventory forecasting, operational finance, and unit economics.

Compensation & Benefits

Compensation

In compliance with applicable state pay transparency laws, the salary range for this role is $91,300 minimum, $137,550 midpoint, and $183,800 maximum. This is not a guarantee of compensation or salary, as the final offer may vary based on several factors, including experience and geographic location.

Compensation ranges for roles in the organization’s Government Services pillar are determined by contract with the specific government agency the organization is servicing.

Benefits (examples)

• Flexible Time Off (FTO) policy (paid time off for personal time, mental or physical health care, vacation, sick leave, and other needs); FTO is activated on the first day of employment.
• Paid holidays (including recognition of nine paid holidays annually, and striving to permit time off during the last week of the calendar year when client and project work permits).
• Comprehensive wellness program.
• Flexible work arrangements.
• Health, dental, vision, life, accident, death, and disability insurance options.
• HSA employer contribution.
• Paid Parental Bonding Leave covering birth, adoption, and foster children.
• 401(k) with employer contributions.
• CPA bonus with four paid exam days and four paid study days.
• Tuition reimbursement.
• Employee referral bonus program and client referral bonus program.
• Pet insurance.
• Paid volunteer time: up to four paid hours annually to volunteer in local communities.

Location

US - Remote