
Senior Finance Account Manager
3 days ago
We are seeking a seasoned Account Manager to oversee our clients' outsourced finance and accounting services.
Key Responsibilities:- Act as the primary point of contact for assigned finance and accounting outsourcing clients.
- Lead client onboarding, ensuring smooth knowledge transfer, documentation, and process alignment.
- Manage client communications, including weekly updates, monthly service reviews, and issue resolution.
- Oversee invoicing, billing accuracy, collections monitoring, and financial reporting deliverables.
- Track and report on SLAs and KPIs, preparing performance reports and action plans for improvements.
- Collaborate with delivery teams (AP, AR, GL, Payroll, etc.) to ensure service quality and client satisfaction.
- Escalate and resolve client issues quickly and effectively, maintaining high client trust.
- Identify opportunities for service expansion or process enhancements within client accounts.
- Support compliance with accounting standards, internal policies, and client-specific requirements.
- Drive continuous improvement initiatives to streamline workflows and boost operational efficiency.
- Bachelor's degree in Accounting, Finance, Business, or a related field.
- CPA certification.
- At least 3–5 years of experience in client account management, outsourcing services, or finance operations.
- Strong understanding of finance and accounting processes (AP, AR, GL, Payroll, Financial Reporting).
- Experience leading teams of Team Leaders or large teams.
- Strong leadership and stakeholder management skills.
- Excellent client engagement, communication, and relationship management skills.
- Proficiency in Microsoft Office, GSuite, and accounting/ERP systems.
- Experience in documenting and monitoring processes and workflows.
- Experience in finance & accounting outsourcing (FAO) or shared services.
- Ability to thrive under tight deadlines and shifting client needs.
- Strategic thinker with analytical and problem-solving abilities.
- A mindset that goes beyond
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