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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client accounting and advisory services, with a strong focus on financial reporting, budgeting, and cash flow management. Proven ability to lead engagements, mentor accounting professionals, and enhance client operations through strategic recommendations.
Highest-signal resume keywords
Client Accounting Services (CAS)Financial ReportingBudgeting and ForecastingLeadership and MentoringCloud-Based Accounting Systems
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Month-End CloseAccount ReconciliationsFinancial Statement PreparationCash Flow AnalysisKPI DevelopmentFinancial AnalysisProcess ImprovementProject Management
Soft Skills
Communication SkillsAdvisory MindsetClient Relationship Management
Tools & Technologies
Reporting ToolsAutomation Technologies
Certifications & Qualifications
CPA
Industry Keywords
Advisory ServicesProfessional ServicesOutsourced Accounting
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Lead client accounting and advisory engagements from planning through completion
- Serve as a trusted advisor to business owners and executive leadership teams
- Oversee month-end close, account reconciliations, financial reporting, and financial statement preparation
- Support budgeting, forecasting, cash flow planning, and KPI development
- Analyze financial results and translate data into actionable business recommendations
- Identify opportunities to improve accounting processes, reporting, automation, and technology
- Manage multiple client relationships, priorities, deadlines, and engagement budgets
- Coach, mentor, and develop accounting professionals
- Maintain high standards for client service and work quality
- Support client relationship growth and business development initiatives
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or a related field
- 8+ years of progressive accounting, advisory, consulting, or outsourced accounting experience
- Experience managing client relationships and leading accounting engagements
- Strong understanding of financial reporting and month-end close
- Experience with budgeting, forecasting, cash flow analysis, and management reporting
- Strong leadership, communication, and project management skills
- Ability to communicate financial information effectively to business owners and executives
- Experience within Client Accounting Services (CAS), Client Accounting & Advisory Services (CAAS), outsourced accounting, or a similar professional services environment
- Experience providing fractional Controller or CFO-level support
- Strong business acumen and an advisory mindset
- Experience leveraging cloud-based accounting systems, reporting tools, and automation
- Demonstrated success mentoring and developing accounting professionals
- Ability to identify opportunities to improve client operations and financial performance
- CPA preferred
Benefits
Comp & perks- Additional benefits and compensation may apply
