Accounting Services Manager

Warren Averett; Montgomery (AL); On-site; USD 90,000 - 130,000; Full time

Job summary

Warren Averett in Montgomery, AL seeks an experienced accounting professional with at least 5 years in managing others in an accounting department. The role focuses on outsourced accounting and advisory services for privately held businesses; you will review financial statements and guide budgeting, forecasting, cash flow, KPI reporting, and operational analysis.

You will lead client relationships, implement accounting systems, promote automation, and mentor staff to improve processes and

Qualifications

• Bachelor's degree in Accounting required.
• 5+ years of public accounting, outsourced accounting, or corporate accounting experience.
• Strong understanding of financial reporting, month-end close processes, and GAAP.
• Experience managing client relationships and leading teams.

Responsibilities

• Serve as the relationship manager for a portfolio of CAS clients.
• Provide outsourced accounting and advisory services to privately held businesses across various industries.
• Review monthly, quarterly, and annual financial statements for accuracy and completeness.
• Assist clients with budgeting, forecasting, cash flow management, KPI reporting, and operational analysis.
• Present financial results and recommendations to business owners and leadership teams.
• Identify opportunities to improve accounting processes, internal controls, and financial reporting.
• Review work products and provide timely feedback and training.
• Assist with staffing, scheduling, and workload management.
• Foster a collaborative, service-oriented team culture.
• Guide clients in the selection, implementation, and optimization of accounting systems and related technologies.
• Promote automation and process efficiencies within client environments and internal workflows.
• Maintain knowledge of emerging accounting technologies and industry best practices.
• Identify additional service opportunities that create value for clients.
• Assist with proposals, presentations, and prospect meetings.

Skills

Client relationship management

Team leadership

Financial reporting

Communication skills

Time management

Education

Bachelor's degree in Accounting

Job description

Warren Averett is seeking an experienced accounting professional for our Montgomery, AL office. The ideal candidate will have a minimum of 5 years experience in managing others in an accounting department.

Responsibilities

• Serve as the relationship manager for a portfolio of CAS clients


• Provide outsourced accounting and advisory services to privately held businesses across various industries


• Review monthly, quarterly, and annual financial statements for accuracy and completeness


• Assist clients with budgeting, forecasting, cash flow management, KPI reporting, and operational analysis


• Present financial results and recommendations to business owners and leadership teams


• Identify opportunities to improve accounting processes, internal controls, and financial reporting


• Review work products and provide timely feedback and training


• Assist with staffing, scheduling, and workload management


• Foster a collaborative, service-oriented team culture


• Guide clients in the selection, implementation, and optimization of accounting systems and related technologies


• Promote automation and process efficiencies within client environments and internal workflows


• Maintain knowledge of emerging accounting technologies and industry best practices


• Identify additional service opportunities that create value for clients


• Assist with proposals, presentations, and prospect meetings

Requirements

• Bachelor's degree in Accounting


• CPA license preferred, not required


• 5+ years of public accounting, outsourced accounting, or corporate accounting experience


• Strong understanding of financial reporting, month-end close processes, and GAAP


• Experience managing client relationships and leading teams


• Excellent communication and presentation skills


• Ability to manage multiple engagements and deadlines simultaneously

Preferred

• Experience providing outsourced accounting or advisory services to small and mid-sized businesses


• Exposure to budgeting, forecasting, KPI reporting, and CFO-level advisory services


• Experience implementing accounting systems and process improvements

Warren Averett is an equal opportunity employer. We hire, promote, and make all other employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, pregnancy, genetic information, protected military service, disability, age, or any other unlawful characteristic.