We are seeking a highly skilled Senior Accountant to serve as a strategic advisor and mentor within our Client Accounting Advisory Services (CAAS) team. This role is ideal for a results-driven accounting professional who thrives in a fast-paced, global environment and excels at providing high-value accounting and advisory services. While this position does not have direct reports, it requires strong leadership, mentorship, and collaboration skills to guide a team of staff and senior staff accountants and support client success.
The Senior Accountant will be responsible for managing client engagements, optimizing financial processes, and ensuring accurate financial reporting. This role plays a critical part in advising clients on best accounting practices, system implementations, and operational efficiencies. The ideal candidate will have a strong technical background in outsourced accounting, experience in a multi-client environment, and the ability to provide strategic financial insights.
Additionally, this individual will lead month-end close processes, client onboarding, and financial system implementations, leveraging tools such as FloQast for close management, Sage Intacct for financial automation, and other cloud-based ERP solutions to ensure efficiency, accuracy, and real-time visibility into financial operations. The ability to implement workflow automation, reconcile accounts at scale, and provide data-driven financial insights will be essential to success in this role.
If you are a results-driven accounting professional who excels at client advisory, financial leadership, and strategic execution, we invite you to apply.
This position will report to the Team Manager(s). This position is fully remote and can be based anywhere in the U.S.
Key ResponsibilitiesGlobal Support - Operate within a global framework, ensuring adaptability to support teams, meet deadlines and participate in virtual meetings across multiple time zones based in Canada, South Africa, U.K. or the U.S., as needed.
- Collaborate with international stakeholders, adjusting to varying schedules and priorities as needed.
- Facilitate seamless communication and coordination across CAAS teams to support sales operational efficiency.
- Maintain flexibility in scheduling to accommodate time-sensitive tasks and cross-regional collaboration.
Advanced Accounting & Financial Analysis- Lead the month-end and year-end close processes, including journal entries, accruals, and financial reconciliations.
- Prepare and analyze financial statements, management reports, and financial forecasts to support client decision-making.
- Ensure compliance with GAAP and financial controls, maintaining audit-ready financial records.
- Utilize FloQast for close management, reconciliation tracking, and workflow automation.
Client Advisory & Relationship Management- Serve as a trusted financial advisor to clients, offering data-driven insights and recommendations.
- Lead client onboarding and Sage Intacct implementations, ensuring financial systems are optimized.
- Provide fractional Controller-level support, offering strategic financial insights and operational efficiencies.
- Assist in the implementation and migration of accounting systems, ensuring smooth onboarding and system optimization.
- Conduct systems analysis to evaluate and optimize clients' utilization of Sage Intacct, ensuring alignment with operational goals
- Deliver tailored training to clients on the effective use of Sage Intacct, empowering them to maximize system capabilities and ensure long term success
- Conduct quarterly financial reviews with clients, providing actionable insights for improved business performance,.
Client Engagement & Project Contribution- Maintain minimum billable hours as defined by leadership.
- Provide strategic recommendations to improve clients' HR and payroll efficiency.
- Collaborate with sales/account management teams to align deliverables with scope and client expectations.
- Identify service expansion opportunities and areas of client value.
Technology & Operational Efficiency- Leverage Sage Intacct and QuickBooks Online as primary accounting platforms for financial reporting, automation, and process optimization.
- Implement best practices for financial operations, including automation, process standardization, and internal controls to enhance accuracy and efficiency.
- Support financial technology integration projects, ensuring seamless adoption of new tools and systems for accounting, payroll, and reporting functions.
- Assist in payroll processing and compliance, working with payroll systems to ensure accurate wage calculations, tax filings, and reporting.
- Optimize reconciliation and close processes using FloQast, QuickBooks Online, and Sage Intacct, improving efficiency, accuracy, and timeliness.
- Drive continuous improvement initiatives, staying ahead of industry trends and technological advancements.
Senior Mentorship- Guide and mentor Staff Accountants, providing technical expertise, process training, and career development support.
- Review work prepared by Staff Accountants, ensuring accuracy and adherence to best practices.
- Act as a subject matter expert for Sage Intacct, QuickBooks Online (QBO) and other cloud-based financial tools, supporting internal training and implementation efforts.
- Foster a culture of continuous improvement and knowledge-sharing within the CAAS team.
- Collaborate across departments to enhance service offerings and improve client outcomes.
- Stay ahead of industry trends to drive continuous improvements in outsourced accounting services.
Internal Collaboration & Process Alignment- Participate in global accounting meetings, ensuring consistency and compliance across financial processes.
- Work cross-functionally with operations and finance teams to align accounting practices with business needs.
- Assist in the preparation of audit schedules, tax filings, and financial compliance documentation.
- Provide support to leadership by preparing financial data, reports, and insights for internal decision-making.
Key Attributes- Resilience and Adaptability: You excel in a global, fast-moving environment, balancing multiple client engagements, financial reporting requirements, and operational challenges while ensuring quality and timeliness.
- Attention to Detail: Your deep expertise in multi-entity, multi-currency accounting ensures accuracy in financial reporting, reconciliations, and compliance efforts. You take pride in delivering audit-ready financials.
- Collaborative Mentorship: As a mentor to staff accountants and a strategic partner to senior leadership, you drive cross-functional collaboration, ensuring accounting functions align with broader business objectives.
- Client-Centric Advisory Mindset: You go beyond transactional accounting to provide financial insights, advisory services, and operational improvements that help clients optimize their financial processes.
- Problem-Solving and Analytical Excellence: With a data-driven mindset, you analyze financial trends, identify opportunities for efficiency, and leverage automation tools such as Sage Intacct, FloQast, and QuickBooks to drive operational improvements.
- Strategic Accountability: You take ownership of financial performance, reporting accuracy, and process optimization, ensuring that best practices are implemented across financial close, payroll processing, and tax compliance.
Requirements- 10+ years of accounting experience as a Senior Accountant, Senior Staff Accountant or Sr. Controller preferably in outsourced accounting, advisory services, or a CPA firm.
- Bachelor's degree in Accounting, Finance, or a related field; CPA or CPA eligibility preferred for Senior Staff Accountant or in lieu of degree 12+ years of relevant experience.
- Proficiency in Sage Intacct (Required), including:
- Proficient in Core Financial Modules
- Experience creating Financial Reports
- Experience with Multi-Entity environments
- Experience with Advanced Workflows
- Experience using FloQast for close management, reconciliation tracking, and workflow automation (Required).
- Strong technical expertise in multi-entity, multi-currency accounting functions.
- Experience with payroll, sales tax filings, and financial audits.
- Strong analytical skills with a proactive problem-solving mindset.
Preferred Experience- Background in SaaS, outsourced accounting, or financial consulting.
- Familiarity with ERP implementations and financial technology integrations.
- Experience in client-facing financial advisory roles.
BenefitsWork EnvironmentWork can take place either in an open office setting or remote setting with the expectation to travel onsite based on business and management needs. This is a full-time position that requires the ability to work a flexible and regular full-time schedule. It requires the ability to sit and work at a computer for extended periods of time and communicate effectively with a diverse audience in person, by phone and by computer.
