Senior Manager · National
CBIZ, Inc. · San Francisco, California · Hybrid
Apply on CBIZ, Inc.'s site →Goes straight to the employer's own hiring page. We never sit in between.
Lead and supervise outsourced accounting engagement teams delivering monthly closes, financial statements, budgets, and client advisory for middle market clients.
Worth knowing: Availability to travel based on business needs
Company: Job title: Senior Manager | Outsourced Accounting Services Location: San Francisco, CA, United States #LI-JF1 #LinkedIn-Hybrid Many organizations talk about culture. Ours lives it every day. You'll join a team of talented professionals who have built lasting relationships through years of collaboration. With an average team tenure of four to five years, we've created an environment where people feel valued, supported, and empowered to grow. We challenge one another, learn from one another, celebrate successes together, and genuinely enjoy the work we do. Essential Functions and Primary Duties Oversee engagement teams and manage all aspects of client engagements, ensuring exceptional service delivery to assigned clients Serve as a trusted advisor to clients; supervise and review monthly closes and all deliverables, including financial statements, annual budgets, and audit preparations Develop a deep understanding of each client’s operations, systems, procedures, and internal controls to deliver tailored solutions and insightful guidance Demonstrate a strong sense of urgency, accountability, and commitment to quality in the completion of all client deliverables within deadlines Take ownership of client billing upon becoming familiar with engagement scope and budgeted hours; monitor job progress and analyze overruns, present recommendations for additional billing to the Managing Director Participate in new client development activities alongside upper management, including attending prospect meetings, contributing to presentations and proposals, and identifying cross-selling opportunities Actively cultivate all sales leads and convert prospects to new clients, ushering them through the onboarding process Proactively identify and address financial or operational challenges for clients, offering practical recommendations and solutions Assist with the selection, implementation, and integration of accounting software and complementary third-party systems (e.g., payroll, POS, time & billing) as needed Foster a collaborative, high-performance team environment, supporting management initiatives and promoting a positive organizational culture Train and supervise senior and staff accountants, ensuring objectives are accomplished efficiently and effectively; provide hands-on support as required Execute other responsibilities and special projects as assigned...
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