Client Integration Lead

Third Road Management; Illinois; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Unmatched flexibility

Empowerment and balance

Job summary

A financial consulting firm seeks a Client Integration Lead to be the main contact for new clients during onboarding. You will manage finance transformation processes for small to mid-sized organizations, ensuring compliance and operational stability. The ideal candidate has extensive experience in accounting and project management, along with strong analytical skills and proficiency with key financial systems. This role includes routine travel within the Chicagoland area.

Qualifications

• 6–10+ years in accounting/finance with hands-on process/controls work.
• 3+ years leading projects or client onboarding in professional services.
• Strong command of GAAP and diagnosing reconciliation issues.

Responsibilities

• Serve as the primary client contact during onboarding; set expectations.
• Assess internal control frameworks and identify deficiencies.
• Build onboarding project plans with milestones and deliverables.
• Coordinate day-to-day execution with TRM Controllers and teams.
• Facilitate data migration and ensure operational readiness.

Skills

Client-service mindset

Exceptional problem solving

Strong project leadership

Analytical skills

Effective communication

Education

Bachelor's in Accounting, Finance, or related field

CPA preferred

Tools

NetSuite

Business Central

Sage Intacct

QuickBooks Online

Job description

Overview

Overview: Third Road Management (TRM) seeks a Client Integration Lead who will serve as the primary point of contact for new clients from initial engagement through onboarding. You’ll lead end-to-end onboarding, integration, and finance transformation for small to mid-sized organizations, translating their current accounting processes into a clear plan, closing gaps in controls and compliance, and coordinating the TRM and client teams to stabilize operations quickly. The ideal candidate blends deep accounting know-how with a client-service mindset, exceptional problem solving, and strong project leadership across multiple concurrent engagements.

About Third Road Management

Third Road Management, a pioneer in the booming fractional services industry with a nationwide presence, was established in 2015 with a singular mission: to revolutionize how small to mid-sized organizations view and manage their financial operations. Across the nation, there are over one million organizations generating revenues under $200 million that lack the essential strategic, financial, and operational expertise needed to establish a sustainable and scalable foundation. Third Road Management addresses this challenge by offering a re-imagined CFO suite, featuring some of the most skilled CFOs, Controllers, and Accountants available in the market.

What You’ll Do

Client Discovery & Relationship

• Serve as the primary point of contact during onboarding; set tone, expectations, and cadence.
• Run discovery workshops and walkthroughs of existing processes.
• Document current-state workflows, systems, and roles; map to desired future state.

Controls, Compliance & Remediation

• Assess internal control frameworks (segregation of duties, reconciliations, approvals, access, audit trails); identify deficiencies.
• Design right-sized control structures and close calendars aligned to GAAP and client profile.
• Diagnose and triage backlogs (e.g., unreconciled accounts, AP/AR aging issues, revenue recognition, capitalization, accruals, GAAP compliance) and create clear remediation workplans.

Project Management & Execution

• Build and own onboarding project plans with milestones, RACI, risks, and dependencies across multiple clients simultaneously.
• Coordinate day-to-day execution with TRM Controllers, Senior Accountants, Payroll, and FP&A; direct client team activities to hit target dates.
• Stand up month-end close playbooks, checklists, and KPI dashboards (e.g., days to close, reconciliation completion, aged items cleared, control adoption).
• Facilitate data migration and system enablement (GL, AP, AR, banking feeds, expense, payroll).
• Ensure a seamless handoff to the ongoing client delivery team, including a formal transition meeting, updated RACI/roles, finalized SOPs and control matrices, system/access readiness, and operational KPI baselines.

What You’ll Bring

• Education: Bachelor’s in Accounting, Finance, or related field required. CPA preferred (active or inactive).
• Experience: 6–10+ years in accounting/finance with hands-on process/controls work; 3+ years leading multi-workstream projects or client onboarding/implementation in a professional services or outsourced environment. Experience at a large consulting, audit, or outsourcing firm is highly valued.
• Accounting & Controls: Strong command of GAAP; comfort diagnosing reconciliation issues, close bottlenecks, and control gaps; audit or SOX-style testing exposure a plus.
• Systems: Proficiency with mid-market ERPs and adjacent tools (e.g., NetSuite, Business Central, Sage Intacct, QuickBooks Online, bill pay/expense platforms, payroll). Able to operate across multiple client systems concurrently.
• Project Leadership: Proven ability to scope, prioritize, and deliver multiple engagements simultaneously; expert at turning ambiguity into structured plans.
• Problem Solving: Analytical, persistent, and creative—able to quickly assess, propose options, and drive resolution. Enjoys bringing order to chaos.
• Collaboration & Communication: Clear, concise communicator who builds trust fast; comfortable directing TRM and client teams.
• Travel: Ability to routinely visit client sites across the Chicagoland area. Rare out-of-town travel may be required.

Culture and Total Rewards

Third Road Management embodies a culture that provides unmatched flexibility, empowerment and balance while delivering deep expertise and excellence for our clients.