OFAS Accounting Services Manager

Overview

This role leads engagement delivery and team execution across a portfolio of ongoing OFAS client engagements. Responsibilities include owning workflow design, quality control, and engagement financial performance, while supervising and developing team members. The position also delivers controller-level insights and partners with Senior Managers, Directors, and Partners to strengthen client relationships, support practice growth, and ensure smooth transitions from onboarding through effective handoff coordination.

Responsibilities

Technical Execution

• Lead recurring engagement delivery by establishing and maintaining close calendars, reporting protocols, and clear client work instructions; refine workflows as client needs evolve.
• Partner with the Onboarding Manager and onboarding team on new client transitions by providing input on the ongoing service model, participating in handoff meetings, and stabilizing recurring close after transition.
• Work with Senior Managers and Directors to schedule client jobs and monitor delivery to ensure engagements are on time and on budget; identify issues quickly and drive resolution plans.
• Review work in process and perform billing on assigned jobs; manage budgets, realization, and profitability through proactive planning and monitoring.
• Review and, when necessary, perform client accounting work to ensure accuracy and compliance with engagement scope, firm policies, and applicable accounting framework.
• Identify out-of-scope work, communicate with clients when appropriate before commencing work, and coordinate scope updates and change orders with engagement leadership.
• Prepare and/or review client KPIs, management reports, and financial statements; lead budgeting, forecasting, dashboards, cost accounting exercises, and other advisory projects as needed.
• Manage and oversee payroll and sales tax notices and related research; coordinate with internal specialists, agencies, and third-party providers to resolve issues.
• Ensure tax and audit readiness by maintaining organized records and workpapers and coordinating information requests with internal tax and audit teams.
• Support Financial Planning & Analysis and CFO advisory services across engagements, including preparation of budgets, forecasts, financial models, and KPI reporting, and performing analysis to support client decision-making.

Workflow, Communication, & Collaboration

• Develop and strengthen long-term client relationships; serve in a supervisory role within the client’s team while managing larger team projects from planning through execution.
• Own performance management processes for direct reports, including conducting 1-on-1s, contributing to goal setting, completing evaluation processes, and providing ongoing coaching and feedback.
• Adopt, champion, improve, and enforce OFAS standard processes and procedures; ensure internal compliance and execution of client-directed procedures.
• Manage unexpected and sometimes urgent client matters as they arise; communicate risks, scope changes, and significant issues to Senior Managers, Directors, and Partners in a timely manner.
• Maintain direct contact with third-party vendors and service providers for routine client account and support matters; support implementation of new applications or process enhancements for existing clients.
• Collaborate with other firm departments, including tax, audit, technology, and advisory, to deliver integrated client solutions and execute OFAS and firm initiatives.

Business Development & Market Presence

• Leverage knowledge of services and specialists to identify, shape, and advance opportunities that address client needs and expand relationships.
• Deliver exceptional client service and work product, understanding how engagement success contributes to future opportunities.
• Work with practice leaders to identify and expand centers of influence relationships aligned with practice priorities.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field (or equivalent relevant experience)
• 5+ years of relevant accounting experience, including experience supervising staff and being responsible for final work product

Compensation & Benefits

• Not specified in the provided description.

Location

• Not specified in the provided description.

Equal Opportunity

• Equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

Submission Policy

• The organization only accepts resumes submitted directly by candidates and referrals submitted by current employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed vendor contract. Fees will not be paid to recruiters or agencies that do not have a signed vendor contract.