Client Accounting & Projects Leader — Hybrid Work Model

BST & Co. CPAs, LLP; Latham (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits package

Tuition reimbursement

Job summary

BST Gallagher Flynn LLP, a regional accounting and advisory firm with offices in the Northeast, seeks a Client Accounting & Projects Manager to lead client accounting projects, strategic advisory services, and complex project management across the lifecycle.

You will implement client-approved improvements across technology systems, processes and internal controls to strengthen client operations and financial reporting.

Qualifications

• Bachelor's degree in Accounting preferred; equivalent combination of education and relevant experience may be considered.
• 7+ years of progressive experience in outsourced accounting, advisory, or public accounting, with experience managing complex client engagements.
• Experience with cloud-based accounting solutions and integrated technology platforms, such as QBO, Sage Intacct, Fund EZ, NetSuite, Workday (implementation experience).
• Strong computer skills with advanced knowledge of Excel and Microsoft Products (Outlook, Teams, Planner, etc.).
• Hands-on experience leading client assessments, implementations, and managed services transitions, including ownership of scope, timelines, and deliverables.
• Strong understanding of AP, AR and payroll processes and their impact on client financial operations.
• Direct experience working with executive leadership and Boards, providing financial reporting, insights, and strategic recommendations.
• Experience with forecasting, budgeting and cash flow management.
• Proficient knowledge of GAAP and financial reporting.
• Strong understanding of internal controls and financial processes.
• Ability to prepare financial statements on an accrual basis.
• Strong client relationship management skills, with the ability to build trust, understand client needs, and serve as a strategic advisor to client leadership.
• Excellent written, verbal, and presentation skills, with the ability to communicate complex financial information clearly.

Responsibilities

• Support and execute the vision and strategic initiatives of the Outsourcing Accounting & Advisory leadership team for the Business Advisory and Projects function.
• Partner with the projects leadership team to manage activities across the firm’s three-phased delivery model (Assessment, Implementation, and Managed Services), ensuring smooth transitions from project work to ongoing managed services.
• Support complex client advisory and ad hoc strategic projects, including managed services assessments and implementations.
• Drive continuous improvement by enhancing processes, internal controls, operational efficiencies, client training, and reporting through innovative use of technology platforms.
• Support the development and execution of financial models, business plans, and forecasting tools for clients engaged in exit planning, acquisitions, or long-term strategic initiatives.
• Oversee day-to-day client financial operations, ensuring accurate, timely processing and real-time financial reporting.
• Apply audit-based methodologies to the month-end close process and financial reporting to ensure accuracy and completeness.
• Prepare and review balance sheet and income statement reconciliations supported by appropriate documentation and subledger detail.
• Perform analytical reviews of general ledger activity to identify missing transactions, trends, and anomalies on a monthly and annual basis.
• Ensure all compliance and regulatory reporting requirements are completed accurately and on time.
• Serve as a primary point of contact for client leadership teams and Boards, providing clear, timely, and professional communication.
• Prepare and present monthly and quarterly financial reporting packages for clients.
• Lead annual audit coordination and tax return preparation processes.
• Assist with supervising, mentoring, and developing project accounting team members, supporting performance, growth, and engagement.
• Own multiple projects and be accountable for scope, timelines, deliverables, resources and deadlines.

Skills

Project management

Client relationship management

GAAP knowledge

Financial reporting

Forecasting & budgeting

Education

Bachelor's degree in Accounting

Tools

QBO

Sage Intacct

NetSuite

Workday

Job description

BST Gallagher Flynn LLP, a regional accounting and advisory firm with offices in the Northeast, seeks a Client Accounting & Projects Manager to lead client accounting projects, strategic advisory services, and complex project management across the lifecycle.

You will implement client-approved improvements across technology systems, processes and internal controls to strengthen client operations and financial reporting.