Accounting & Automation Advisory Manager - Hybrid

SustainableHR; Madison (WI); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer matching

Health savings account

Life insurance

Paid time off

Hybrid work arrangement

Job summary

SustainableHR is seeking a Client Advisory Services Manager – Accounting & Automation in Madison, WI. This hybrid, full-time role combines hands-on accounting, client advisory work, and systems improvement.

You will manage close activities, guide clients through accounting challenges, and implement automation to reduce repetitive work. You’ll work closely with business owners to translate financial information into actionable insights and drive efficiency across the firm’s client base.

Qualifications

• 4+ years of accounting experience (public accounting or CAS)
• Proven month-end close, reconciliations, and accrual-basis accounting
• Ability to explain financial information clearly to business owners
• Interest in technology, automation, and efficiency
• Strong Excel or Google Sheets skills

Responsibilities

• Manage month-end close, reconciliations, and accrual-basis accounting for an assigned group of clients using NetSuite
• Identify repetitive tasks and improve them through templates, imports, reporting tools, workflows, and integrations
• Improve accounting system configurations, reports, and dashboards to support accurate, efficient financial reporting
• Lead the systems and workflow components of new client onboarding and accounting cleanups
• Work directly with business owners and their teams to resolve issues, explain financial information, and recommend practical improvements
• Evaluate and implement AI and automation tools that improve accounting workflows and team productivity
• Document processes and train team members so improvements can be used consistently across clients
• Exercise sound judgment, take ownership of problems, and move solutions forward

Skills

Accounting

Month-end close

Automation

NetSuite

Problem solving

Tools

NetSuite

Excel/Sheets

Automation tools

Job description

SustainableHR is seeking a Client Advisory Services Manager – Accounting & Automation in Madison, WI. This hybrid, full-time role combines hands-on accounting, client advisory work, and systems improvement.

You will manage close activities, guide clients through accounting challenges, and implement automation to reduce repetitive work. You’ll work closely with business owners to translate financial information into actionable insights and drive efficiency across the firm’s client base.