Software Solutions Manager

CohnReznick Philippines, Inc.; Muntinlupa; Hybrid; PHP 1,800,000 - 3,000,000; Full time

Benefits offered by this job

Generous PTO

Flexible work environment

Expanded parental leave

Learning & development

Volunteer time off

Job summary

CohnReznick Philippines, Inc. is seeking a Software Solutions Manager to join the Client Accounting Services team in our Philippines office.

The role emphasizes leading technology and automation initiatives, building scalable workflows, and guiding system implementations across Sage Intacct, QuickBooks Online, Ramp, and related platforms. The position embraces a hybrid work model with in-person collaboration about three days a week, and involves cross-functional coordination, dashboard

Qualifications

• Experience leading technology or automation initiatives within a professional services environment.
• Ability to design and implement data workflows across multiple accounting platforms.
• Strong knowledge of SQL, data transformation, and dashboarding tools.

Responsibilities

• Lead CAS technology & automation initiatives to reduce manual work and improve accuracy.
• Design and maintain dashboards for CAS leadership and client teams.
• Support implementation, migration, and optimization of accounting platforms like Sage Intacct and QuickBooks Online.
• Develop reusable templates, onboarding questionnaires, and process documentation for CAS clients.

Skills

Automation leadership

SQL

Power BI

Excel

Project management

Client communication

Tools

Sage Intacct

QuickBooks Online

Ramp

DataBlend

SharePoint

Monday.com

Job description

As CohnReznick grows, so do our career opportunities. As one of the world’s top professional services firms, and in support of our global workforce strategy, we’re growing our operations in the Philippines through our wholly owned affiliate, CohnReznick Philippines. We create rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

We currently have an exciting career opportunity for a Software Solutions Manager to join the Client Accounting Services team in our Philippines office.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered hybrid which means team members are expected to be thoughtful and intentional in how they create opportunities for in-person collaboration. While the cadence of in-office presence is determined at the team level, our professionals are encouraged to be in the office/together in person on average 3 days a week.

WHY COHNREZNICK?

At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.

We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities include but not limited to:

1. CAS Technology & Automation Leadership

• Lead automation initiatives within the CAS team to reduce manual effort and improve accuracy.
• Identify repetitive accounting, reporting, billing, and operational processes that can be automated.
• Build scalable workflows using tools such as Excel, Power Query, SQL, Power BI, APIs, SharePoint, Monday.com, Sage Intacct, QuickBooks Online, Ramp, Bill.com, DataBlend, FloQast, and BasisAI.
• Translate business requirements into technical solutions for accounting and advisory teams.
• Support the CAS team in adopting technology-driven workflows instead of manual spreadsheet-heavy processes.
• Evaluate new tools and platform capabilities, such as Sage Intacct AI Gateway, and explain their relevance to clients and internal stakeholders.
• Act as a go-to person for automation feasibility, workflow design, and technical troubleshooting.

2. Accounting Systems Implementation & Support

• Support implementation, migration, and optimization of accounting platforms such as Sage Intacct, QuickBooks Online, Bill.com, Ramp, and DataBlend.
• Assist with client migrations from legacy systems, including QuickBooks Desktop to QuickBooks Online and other accounting platform transitions.
• Work on configuration, mapping, integration, and validation of financial and operational data.
• Analyze GL accounts, vendors, customers, departments, locations, classes, and dimensions for system setup and reporting.
• Support bank feed automation and integrations with accounting systems.
• Troubleshoot sync issues, data errors, system limitations, and access-related problems.
• Coordinate with IT, product support, platform vendors, and internal teams to resolve technical issues.
• Build SQL queries, Power Query transformations, and Excel models for financial and operational reporting.
• Design and maintain dashboards for CAS leadership, client teams, and project stakeholders.
• Work with large datasets from accounting systems, billing platforms, bank feeds, APIs, and operational tools.
• Create logic for revenue mapping, discount mapping, tax mapping, GL account classification, and transaction-level reporting.
• Clean, normalize, aggregate, and reconcile data from multiple systems.
• Develop reports that support billing analysis, client profitability, operational review, and performance tracking.
• Ensure reports are audit-friendly, well-documented, and easy for successors or team members to maintain.
• Design and refine onboarding questionnaires for new CAS clients.
• Identify the key data, system access, process details, and reporting requirements needed at the start of an engagement.
• Standardize onboarding templates to make client transitions smoother and more consistent.
• Support fixed-fee transition analysis and pricing factor evaluation across industries.
• Help define industry-specific onboarding considerations for areas such as GovCon, Hospitality, Real Estate, Renewable Energy, and other CAS client segments.
• Create reusable templates, prompts, checklists, and process documentation for the CAS team.
• Improve handoff quality between client-facing teams, offshore teams, and implementation/support teams.

5. API, Integration & Workflow Enablement

• Analyze API documentation and determine what system access, credentials, and permissions are required
• Help internal teams understand how to begin API-based integrations with client systems.
• Draft clear questions for clients or US counterparts to collect API access requirements.
• Work on integrations involving platforms such as Revel, Ramp, Sage Intacct, SharePoint, and other operational systems.
• Evaluate whether required data can be extracted through API, reports, exports, or system connectors.
• Support automated data movement between source systems and accounting/reporting environments.
• Bridge the gap between business users and technical implementation teams.

6. Project Management & Cross-Functional Coordination

• Manage multiple CAS technology and implementation projects across clients and internal teams.
• Track open items, blockers, dependencies, support tickets, and next steps.
• Coordinate with US counterparts, client teams, IT support, GDC teams, software vendors, and internal leadership.
• Prepare project updates, status summaries, issue logs, and handover documentation.
• Ensure timely follow-up on pending items and unresolved system issues.
• Support continuity during team transitions by documenting responsibilities and open tasks.
• Balance technical execution with stakeholder communication and project delivery.

7. Client Communication & Advisory Support

• Draft professional emails for clients, US counterparts, managers, and leadership.
• Translate technical topics into simple, client-friendly language.
• Help explain system requirements, automation possibilities, API needs, and implementation steps.
• Support client conversations around accounting system access, reporting expectations, platform capabilities, and workflow improvements.
• Prepare concise summaries for leadership and client-facing teams.
• Frame technology recommendations in a way that is practical, business-focused, and easy to understand.
• Help internal teams communicate confidently with clients on technical and process-related matters.

8. Knowledge Sharing, Training & Team Enablement

• Create reusable prompts, templates, and guidance documents for associates and team members.
• Train or guide team members on SQL, Power Query, Excel automation, dashboards, and system workflows.
• Share practical tips on automation, data cleanup, reporting, and accounting technology.
• Support onboarding and development of associates within the CAS Software Solutions team.
• Provide coaching and review support for team members’ work.
• Contribute to knowledge-sharing initiatives, including LinkedIn-style posts, internal documentation, and process guides.
• Help make complex technical steps easier for non-technical accounting professionals to follow.
• Serve as a manager/team lead within the CAS Software Solutions function.
• Supervise, guide, and support associates working on automation, reporting, and implementation tasks.
• Provide performance feedback, appraisal inputs, and development guidance.
• Support team transitions, including preparing successors and transferring project knowledge.
• Help associates understand both the technical and business context of their work.
• Encourage ownership, accountability, and documentation discipline within the team.
• Act as a dependable escalation point for complex technical or process-related issues.

10. Documentation, Governance & Audit Readiness

• Maintain clear documentation for workflows, queries, mappings, assumptions, and system processes.
• Create handover notes, open-item trackers, ticket summaries, and implementation checklists.
• Ensure that technical solutions are understandable and maintainable by others.
• Document transformation logic used in SQL, Power Query, and Excel models.
• Preserve audit trails for client deliverables, reporting outputs, and system changes.
• Standardize documentation so that processes can be repeated across clients.
• Reduce dependency on individual knowledge by creating reusable and structured records.

11. Technical Problem Solving & Troubleshooting

• Troubleshoot SQL errors, column mapping issues, calculation logic, aggregation problems, and data transformation errors.
• Diagnose Power Query and Excel automation issues.
• Resolve system configuration, user access, workflow, and integration-related problems.
• Analyze error messages and identify root causes.
• Provide step-by-step technical solutions that are practical and directly usable.
• Convert business logic into SQL, Power Query, Excel formulas, or workflow rules.
• Support platforms such as Zendesk, Sage Intacct, QBO, Ramp, Revel, Monday.com, and SharePoint from an operational/process standpoint.

12. Industry-Specific CAS Support

• Support CAS clients across industries such as:
• Hospitality
• Government Contracting
• Renewable Energy
• Infrastructure
• Professional Services
• Restaurant/Food Services
• Understand that each industry has different reporting, billing, system, and compliance needs.
• Assist in identifying pricing factors and client complexity drivers by industry.
• Build flexible templates and workflows that can be adapted across different client types.
• Support lease abstraction and ASC 842-related workflows for real estate clients.
• Help CAS teams align accounting technology solutions with industry-specific requirements.

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [e-mail] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.