Overview:

We are seeking an experienced Accounting Managaer to serve as a strategic advisor and oversee all aspects of financial planning, forecasting, budgeting, cash flow management, and performance reporting for a professional services firm. This role partners closely with executive leadership to drive profitability, operational efficiency, and long-term growth through data-driven financial analysis, KPI reporting, and strategic recommendations.

The ideal candidate brings extensive Accounting and Finance experience, strong expertise in QuickBooks Online and Excel, and a proven ability to optimize financial processes, strengthen controls, and lead high-performing accounting teams.

Schedule: Monday to Friday, 8:30am to 5:30pm | NY, USA Eastern Time | With an hour unpaid break

Responsibilities:

Financial Leadership & Strategy

• Serve as the firm's senior financial advisor and strategic finance leader
• Partner with firm leadership on financial planning, growth initiatives, and operational decision-making
• Develop and maintain short-term and long-term financial forecasts
• Prepare annual budgets and monitor performance against established targets
• Provide recommendations to improve profitability, cash flow, and operational efficiency
• Present financial results, trends, and key performance indicators to firm leadership

Accounting Oversight & Treasury Management

• Provide oversight and direction to the firm's internal accounting team
• Review financial statements, reconciliations, and month-end close processes
• Ensure accuracy and integrity of the firm's accounting records
• Maintain compliance with accounting policies and internal controls
• Assist in resolving complex accounting issues and operational challenges
• Monitor cash flow, liquidity, and working capital while reviewing disbursement controls
• Develop cash forecasting models, liquidity planning processes, and support banking initiatives

Budgeting, Forecasting & Reporting

• Build and maintain rolling forecasts and complex financial models
• Develop management reporting packages, executive dashboards, and establish KPI reporting
• Analyze firm performance, profitability, realization, utilization, and key operational metrics
• Provide actionable recommendations based on financial and operational data

Process Improvement & Systems Optimization

• Evaluate and improve existing accounting workflows to implement scalable processes
• Strengthen internal controls and documentation standards
• Identify automation opportunities to increase efficiency and reduce manual processes
• Improve integration and utilization of technology platforms, working within QBO, CCH Axcess, Chase Banking, and Excel

Practice Management & Firm Operations

• Analyze metrics including realization, utilization, WIP, accounts receivable, and profitability
• Assist leadership with pricing, staffing, capacity planning, and growth initiatives
• Develop financial models to support strategic decisions and investments
• Provide operational insight to support the firm's long-term growth objectives

Must-Have Requirements:

• 10+ years of progressive finance and accounting leadership experience
• Prior experience as a CFO, Fractional CFO, Finance Director, or Controller
• Strong understanding of professional services firm economics
• Advanced proficiency in QuickBooks Online and Microsoft Excel
• Experience building financial reporting models and KPI dashboards
• Deep expertise in budgeting, forecasting, cash flow management, and financial analysis

Preferred Skills:

• Experience working with CPA firms, accounting firms, legal firms, or other professional service organizations
• Proven track record leading process improvement and operational transformation initiatives
• Familiarity with CCH Axcess Practice Management
• Experience optimizing financial and operational technology stacks

Soft Skills:

• Strategic mindset with a hands-on approach to leadership and operational workflows
• Strong advisory capabilities with the ability to convey complex metrics clearly to executive leadership
• Experience effectively managing remote and distributed accounting teams

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.