Job Description:
Position Summary This role is responsible for leading engagement delivery and team execution across a portfolio of ongoing OFAS client engagements. The role owns workflow design, quality control, and engagement financial performance while supervising and developing team members and delivering controller-level insights. This role partners with Senior Managers, Directors, and Partners to strengthen client relationships, support practice growth, and ensure smooth transitions from onboarding through effective handoff coordination.
Primary Responsibilities
Technical Execution- Lead recurring engagement delivery by establishing and maintaining close calendars, reporting protocols, and clear client work instructions and 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 and quickly identify issues and work through resolution plans.
- Review work in process and perform billing on assigned jobs and 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 and 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 and lead budgeting, forecasting, dashboards, cost accounting exercises, and other advisory projects as needed.
- Manage and oversee payroll and sales tax notices and related research and 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 and 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 by 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 and ensure internal compliance and execution of client-directed procedures.
- Manage unexpected and sometimes urgent client matters as they arise and 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 and 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 KSM’s services and specialists to identify, shape, and advance opportunities that address client needs and expand relationships.
- Deliver exceptional client service and work product, recognizing 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
