Client Accounting & Projects Manager

Description

About the Outsourced Accounting & Advisory Services Team

Outsourced Accounting & Advisory Services is a highly specialized, organized team of chief financial officers, controllers, senior accountants, and bookkeeping specialists with years of experience working with small to mid-sized organizations, for-profit and non-profit. 

This team offers much more than outsourced functional-level accounting and bookkeeping, and more than exclusively high-level financial management. It provides a comprehensive blend of services that accomplish our clients’ daily accounting needs while working towards a corporate financial goal and mission.

About the Client Accounting & Projects Manager Role

The Client Accounting & Projects Manager supports the Outsourcing Accounting & Advisory practice by leading managed services assessments, client implementations, and complex projects that enhance client experience. This role partners with leadership and operations teams to execute the firm’s three-phased delivery model and serves as a subject matter expert in the firm’s preferred technology stack. Through strong project management and strategic oversight, the manager drives operational efficiency, system optimization, and high-quality financial reporting outcomes for clients.

Essential Responsibilities:

· Support and execute the vision and strategic initiatives of the Outsourcing Accounting & Advisory leadership team for the Business Advisory and Projects function.

· Serve as project manager supporting governance committees, including Client Relationship, Service & Delivery, and Technology.

· Partner with the Outsourced Business Advisory & Projects Team Leader to lead project management activities across the firm’s three-phased delivery model (Assessment, Implementation, and Managed Services), ensuring smooth transitions from project work to ongoing managed services.

· Lead and support complex client advisory and ad hoc strategic projects, including managed services assessments and implementations.

· Drive continuous improvement by enhancing processes, internal controls, operational efficiencies, client training, and reporting through innovative use of technology platforms.

· Support the development and execution of financial models, business plans, and forecasting tools for clients engaged in exit planning, acquisitions, or long-term strategic initiatives.

· Oversee day-to-day client financial operations, ensuring accurate, timely processing and real-time financial reporting.

· Apply audit-based methodologies to the month-end close process and financial reporting to ensure accuracy and completeness.

· Prepare and review balance sheet and income statement reconciliations supported by appropriate documentation and subledger detail.

· Perform analytical reviews of general ledger activity to identify missing transactions, trends, and anomalies on a monthly and annual basis.

· Ensure all compliance and regulatory reporting requirements are completed accurately and on time.

· Serve as a primary point of contact for client leadership teams and Boards, providing clear, timely, and professional communication.

· Prepare and present monthly and quarterly financial reporting packages for clients.

· Lead annual audit coordination and tax return preparation processes.

· Assist with supervising, mentoring, and developing project accounting team members, supporting performance, growth, and engagement. 

To be successful in this role, you will bring with you:

· Bachelor’s degree in Accounting preferred; equivalent combination of education and relevant experience may be considered. 

· Valid driver’s license and reliable transportation; ability to travel to client sites as needed.

· 7 years of progressive experience in outsourced accounting, advisory, or public accounting roles managing complex client engagements.

· Experience with cloud-based accounting solutions and integrated technology platforms, such as QBO, Sage Intacct, Fund Ez, Net Suite, Workday etc. (implementation experience).

· Hands-on experience leading client assessments, implementations, and managed services transitions, including ownership of scope, timelines, and deliverables.

· Extensive experience with AP, AR and payroll management

· Direct experience working with executive leadership and Boards, providing financial reporting, insights, and strategic recommendations.

· Experience with forecasting, budgeting and cash flow management

· Proven experience overseeing month-end close, financial reporting, audits, and tax preparation with a strong focus on accuracy and compliance.

· Experience supervising, mentoring, and developing accounting or advisory professionals in a team-based environment.

· Proficient knowledge of GAAP and financial reporting

· Strong understanding of internal controls and financial processes

· Strong computer skills with advanced knowledge of Excel and Microsoft Products (Outlook, Teams, Planner, etc.)

· Ability to prepare financial statements on an accrual basis 

· Ability to analyze report variances and issues with financial statements

About BST

BST & Co. CPAs, LLP is a multi-disciplinary accounting and business advisory firm headquartered in Latham, serving the needs of closely held companies, family-owned businesses, not-for-profit and governmental entities, and high-net worth individuals. BST offers a broad portfolio of accounting and auditing, tax, consulting, outsourced accounting, talent strategy and marketing services, as well as valuations, forensic accounting, and litigation support. The firm is recognized as one of the Top 300 Accounting Firms in the U.S.

Why choose BST:

· Diversity of our Expertise

· Communication is Open and Objective

· Professional Environment and Attitude is Fostered

· Advancement is Encouraged

· Ideas are Welcome

· Community Impact and Employee Engagement

· Named one of Albany’s Best Places to Work 2018-2024

· Hybrid and Flexible Work Model

Please visit our website to learn more about BST’s Talent Experience.

BST offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience; prior relevant experience, skill sets, training; licensure and certifications; market data and other business and organizational needs. A reasonable estimate of the current salary range for this role can be found in the posting, and an actual offer can vary based upon the role, hiring location, and qualifications. At BST, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each individual case. BST offers a robust benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life and disability insurance, flexible work, development and tuition reimbursement.

For additional information on BST’s total rewards, visit our website at: www.bstco.com

Salary : $85,000 - $127,000