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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial acumen with expertise in P&L management, GAAP, and cost accounting, alongside proven leadership in team management and client relationship development. Proficient in project management and ERP systems to drive operational efficiency and business growth.
Highest-signal resume keywords
P&L ManagementGAAP Financial StatementsClient Relationship ManagementProject ManagementERP Implementation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cost AccountingInventory AccountingFinancial AnalysisBudget ManagementPerformance Management
Soft Skills
Communication SkillsInterpersonal SkillsProblem-Solving SkillsCoaching SkillsCuriosity
Tools & Technologies
NetSuiteQuickBooksCin7FishbowlERP Systems
Certifications & Qualifications
CPACMA
Industry Keywords
Professional ServicesClient AccountingKPI PerformanceBusiness DevelopmentEngagement Profitability
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own the division's P&L, revenue, margin, utilization targets, staffing, and aggregate KPI performance
- Track division performance, identify gaps, take corrective action, and report results, risks, trends, and planned actions to the Director of Accounting Advisory
- Manage capacity, workload distribution, client assignments, pricing, fixed-fee scoping, engagement profitability, accounts receivable, and collections awareness
- Set role expectations and performance goals; conduct 1:1s, performance reviews, coaching, growth planning, and performance management
- Monitor team capacity and engagement, manage time-off and leave requests, support retention, and build business cases for headcount
- Lead hiring, interviewing, selection, and onboarding for the division
- Oversee inventory valuation, reconciliations, physical and cycle counts, costing methods, GAAP financial statements, inventory reporting, COGS, and gross-margin analysis
- Guide ERP and inventory software implementations, migrations, improvements, and audit-ready client records
- Coach teams on reducing shrinkage, obsolescence, overstocking, stockouts, and improving working capital
- Act as a client escalation point, oversee quality control, and shift delivery toward proactive advisory
- Grow the division's book of business through business development, client expansion, and service-expansion opportunities
- Maintain portfolio information in Knownwell and drive adoption of firm tools, systems, processes, and AI-enabled workflows
- Partner with Tax, CFO, HR, Growth, and other service lines to deliver seamless client experiences
Requirements
What you’ll need- Bachelor's degree in business, accounting, finance, or a related field
- 5+ years of progressive professional experience
- Direct people management experience, including conducting performance reviews, managing underperformance, and developing team members
- Exceptional client relationship management skills and ability to understand client needs
- Strong project management skills, including prioritization, meeting deadlines, and delivering high-quality results
- Excellent communication and interpersonal skills
- Curiosity, strong problem-solving skills, and eagerness to take on challenges involving emerging technology and industries
- Strong command of GAAP and cost accounting, including inventory accounting, FIFO, LIFO, landed costs, shrinkage, and valuation adjustments
- CPA or CMA credential preferred
- Experience owning or significantly contributing to a team budget, P&L, or book of business preferred
- Prior experience leading a team within a professional services or client accounting environment preferred
- Hands-on ERP and inventory system experience (NetSuite, QuickBooks, Cin7, Fishbowl, or similar) preferred
- Experience leading or overseeing ERP or inventory software implementations preferred
- Ability to work remotely at a computer for extended periods
- Eligibility to work in the United States
Benefits
Comp & perks- 401(k)
- Health benefits
- Other benefits
- Remote work arrangement
- Reasonable accommodations for individuals with disabilities
