The Senior Manager will lead Managed Services engagements, improve processes, develop solutions, mentor team members, and optimize financial operations for clients.
Senior Manager – Managed Services
CFGI’s Managed Services practice delivers transformative finance and accounting solutions by fully managing operations below the CFO level. We partner with clients to optimize their finance functions, streamlining processes, enhancing reporting, and enabling faster, data-driven decision-making. Our team leverages advanced technologies, including AI and automation, to drive efficiency, reduce complexity, and deliver timely, high-quality insights across core finance areas in controllership such as daily accounting operations, financial close and reporting.
As a Senior Manager in this practice, you’ll play a key role in leading client engagements, designing scalable solutions, and driving impactful outcomes—all while helping clients transform their finance operations into strategic assets.
Key Responsibilities:
· Lead execution of Managed Services engagements, including assessment, transition, and ongoing delivery operations.
· Act as a strategic partner to clients, guiding them through outsourced controllership and finance transformation efforts.
· Drive process improvements across procure-to-pay, order-to-cash and record-to-report functions.
· Collaborate directly with senior client leadership to address complex accounting challenges and develop actionable solutions.
· Design and implement complex dashboards and data models to support advanced operational and financial reporting, KPI tracking, and strategic insights.
· Leverage tools to build scalable, automated solutions, demonstrating expert-level proficiency.
· Collaborate with cross-functional teams to ensure seamless delivery and client satisfaction.
· Supervise and conduct detailed reviews of team deliverables to maintain high standards and support professional development.
· Stay current on industry trends and emerging technologies to inform client strategies.
· Mentor and coach junior team members, fostering a culture of excellence and continuous learning.
· Participate in the firm’s recruiting efforts, client relationship building, and business development efforts.
Qualifications:
· Undergraduate degree in Accounting – Accounting, Finance, or related field; CPA, MBA, CFA are a strong plus but not required.
· 8 plus years of experience in public accounting and/or industry accounting/finance.
· Demonstrates leadership ability with a focus on mentoring team members and fostering professional growth through constructive feedback.
· Strong technical knowledge of U.S. GAAP, financial reporting standards and internal controls.
· Experience with month-end and year-end close processes and general accounting operations.
· Proven ability to lead client engagements and manage cross-functional teams effectively.
· Proficiency in finance technologies and data visualization tools.
· Excellent communication skills with the ability to simplify complex concepts for executive audiences.
· Highly organized, detail-oriented, and capable of managing multiple priorities under tight deadlines.
· Strong analytical and critical thinking skills with a proactive, problem-solving mindset.
· Client-focused with the ability to build strong relationships and deliver strategic value.
Top Skills
AI
Automation
Data Visualization Tools
Finance Technologies
Similar Jobs
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Manage Data Center revenue forecasting, collaborate on financial deliverables, provide insights for performance reviews, and support financial narratives for leadership.
Top Skills:
AnaplanSQL
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Lead cross-functional accessibility programs ensuring Atlassian products meet standards, manage governance, and drive inclusion across teams.
Top Skills:
Accessibility StandardsCompliance FrameworksProgram Management Tools
Fintech • Machine Learning • Payments • Software • Financial Services
The Senior Manager, Technical Writer will create strategic technical documentation for Capital One's tools, ensuring clear communication for users and stakeholders. Responsibilities include crafting user manuals, API documentation, and collaborating with technical teams to ensure documentation effectiveness.
Top Skills:
ConfluenceGitGitbookHugoMarkdown
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
