Lead Managed Services engagements, drive finance transformation for clients, implement automation solutions, mentor team members, and ensure client satisfaction through effective communication and strategic partnerships.
Senior Manager – Managed Services Delivery
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 combined experience in audit and 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.
Similar Jobs
Cloud • Security • Software • Cybersecurity • Automation
As Sr Manager of Customer Experience Operations at GitLab, you will lead operations teams, partner across departments, and drive process improvements in customer success and financial operations.
Top Skills:
GainsightKantataProject Management PlatformsSalesforce
AdTech • Digital Media • Marketing Tech • Mobile
The Senior Manager, Demand Sales is responsible for driving new advertiser acquisition, overseeing revenue channels, and enabling GTM execution to support AdAction's growth.
Top Skills:
ExcelHubspot
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The Senior Customer Success Manager partners with customers to drive product value, develop relationships with executives, and enhance onboarding strategies while ensuring customer growth and engagement.
Top Skills:
Account Management SoftwareSaaS
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
