A consulting firm in Illinois is seeking a professional to manage client relationships and oversee their accounting processes. This role requires 2–10+ years of experience in public accounting or consulting, along with strong GAAP knowledge and proficiency in QuickBooks. The successful candidate will provide meaningful financial insights and lead a team of junior staff while ensuring high standards in client service. The position offers competitive salary and benefits, including paid time off and professional development opportunities.
Qualifications
2–10+ years of experience in public accounting or consulting roles.
Strong understanding of GAAP and financial reporting.
Proficiency in QuickBooks and Microsoft Office is required.
Proficiency in QuickBooks and Microsoft Office.
Excellent communication skills with the ability to explain financial concepts to non-financial stakeholders.
Ability to manage multiple client relationships and prioritize deadlines.
Strong analytical skills, judgment, and attention to detail.
Responsibilities
Managing a portfolio of CAS/consulting clients.
Overseeing clients' monthly and annual accounting processes.
Providing KPI dashboards and financial insights.
Providing meaningful financial insights, KPI dashboards, and variance analyses to help clients make strategic decisions
Acting as a fractional CFO by supporting forecasting, budgeting, cash flow management, and financial modeling
Identifying opportunities for process improvements, automation, and enhanced reporting
Coordinating with tax and audit teams to ensure integrated, seamless client service
Leading and mentoring junior CAS/consulting staff
Managing workflow, deadlines, and client expectations while maintaining high service standards
Skills
Public accounting experience
GAAP knowledge
Financial reporting
QuickBooks proficiency
Excellent communication skills
Analytical skills
Tools
QuickBooks
Microsoft Office
Job description
Job Responsibilities
Managing a portfolio of CAS/consulting clients, serving as their primary relationship owner
Overseeing clients’ monthly, quarterly, and annual accounting processes to ensure complete, accurate, and timely financial reporting
Reviewing and advising on bookkeeping, general ledger accuracy, reconciliations, payroll and financial clean-up
Providing meaningful financial insights, KPI dashboards, and variance analyses to help clients make strategic decisions
Acting as a fractional CFO by supporting forecasting, budgeting, cash flow management, and financial modeling
Identifying opportunities for process improvements, automation, and enhanced reporting
Coordinating with tax and audit teams to ensure integrated, seamless client service
Leading and mentoring junior CAS/consulting staff
Managing workflow, deadlines, and client expectations while maintaining high service standards
Job Qualifications
2–10+ years of experience in public accounting, outsourced accounting, consulting, or controllership roles
Strong understanding of GAAP, financial reporting, and general ledger operations
Experience advising small to mid-sized businesses; fractional CFO experience a plus
Proficiency in QuickBooks and Microsoft Office
Excellent communication skills with the ability to explain financial concepts to non-financial stakeholders
Ability to manage multiple client relationships and prioritize deadlines
Strong analytical skills, judgment, and attention to detail
Additional Information
Competitive salary commensurate with experience
Discretionary performance-based bonuses
Paid time off and paid holidays
Continuing education, CPA support, and professional development opportunities
A supportive, team-oriented culture with opportunities for long-term career growth