Client Service Lead

Acclarity

United States

Remote

USD 90,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Competitive base salary

Annual bonus

Health benefits

401(k)

Job summary

A professional consulting firm is seeking a Client Service Lead to lead client engagements remotely. You will develop solutions, manage consulting projects, and build relationships with clients across various industries. Ideal candidates have extensive experience in accounting and finance, preferably with CPA/CIA certification. This role offers a competitive salary and a comprehensive benefits package.

Qualifications

Ten+ years in Accounting, Finance or related field; CPA/CIA strongly preferred.
Public Accounting background or experience in a publicly traded company preferred.
Experience with audit/internal audit and compliance programs.

Responsibilities

Lead engagement teams in scoping and proposing value-added services.
Collaborate with firm leadership on business development strategies.
Execute consulting engagements from planning through delivery.

Job description

Join to apply for the Client Service Lead role at Acclarity

We’re currently searching for a Director to join Acclarity. This role will be remote and can be flexible on base location. You’ll work on diverse client engagements in a dynamic and changing environment with opportunities for career development. You’ll develop solutions and manage consulting engagements from planning through delivery, while driving results, ensuring quality, and managing client expectations. You’ll have the opportunity to gain a broad base of experience in both accounting and finance, collaborating with clients across a broad spectrum of industries and businesses.

You will serve to lead client engagement with a focus on expanding service offerings within existing accounts. These consulting engagements may include financial and accounting special projects, implementation of technical accounting standards and ensure compliance with regulatory requirements. Additionally, you will spearhead financial planning and analysis efforts and contribute to strategic business decision making.

The ideal candidate enjoys hands-on work, is an independent thinker, quick on their feet, adaptable, and flexible to the unpredictability of client projects and demands. You will develop strong relationships with clients built on an understanding of their business and challenges, and train and develop team members.

Lead engagement teams in scoping and proposing value-added services, contributing to firm revenue through upselling and cross-selling opportunities.
Collaborate with firm leadership on business development strategies, including pipeline development, client targeting and market positioning.
Execute on high level of client relationship building through developing strong relationships, client retention and understanding client needs. Demonstrate strong representation of Acclarity in client-facing business development meetings, proposals, and presentations.
Execute consulting engagements from planning through delivery, managing client communication and multiple engagements with overlapping deadlines. Consistently providing client feedback and management of overall client expectations.
Provide overall account management through identification of business development opportunities, account growth within the engagement and consulting and advising on a regular basis.
Liaise between clients and engagement team to provide domain expertise. Demonstrated through seamless onboarding and transition management.
Design and enhance internal reporting tools and analysis processes ensuring stellar service delivery oversight. Ensuring top notch quality of service, coordination of internal resources and overall monitoring of engagement progress.
Design and implement accounting solutions for complex GAAP and reporting challenges, leveraging risk management strategies to proactively identify and mitigate liabilities for client engagement.
Deliver financial modeling and analysis (budgets, forecasts, variances). General oversight of contract negotiations and revenue and profitability analysis.
Provide significant problem-solving skills demonstrated through conflict resolution and managing disputes.
Work with existing processes/systems while making constructive suggestions for improvements.
Validate data and analysis for accuracy and relevance.
Keep up to date with technical developments for business area.
Communicate complex issues and solutions at all levels while collaborating with Sales and Marketing and internal stakeholder management.
Mentor and train others.

Required Skills / Experience

Ten+ years in Accounting, Finance and or related field; CPA/CIA Strongly preferred.
Public Accounting background and/or experience in a publicly traded company preferred.
Experience developing and executing audit/internal audit and compliance programs.
Strong knowledge of GAAP, financial reporting and internal controls practices.
Excellent analytical and quantitative skills.
Strong technological proficiency, including Excel, analytics products, and ERP systems.
Bachelor's degree in accounting, finance, or business, Master’s degree desired.
Corporate finance/accounting experience as a Controller, Financial Analyst, Finance or Accounting Manager, or comparable role a plus.
Possess stellar strategic thinking with hands-on and detail-oriented approach.
Proven ability to coach, lead and mentor engagement team.
Travel as needed to support business development efforts and client engagement support.

About the Company

Acclarity delivers transformation, transaction, and compliance consulting services to middle-market companies. Our team focuses on increasing the return on investment and mitigating risk. Our professionals are knowledgeable and skilled leaders who focus on a singular goal: to deliver measurable, lasting results that create value for you and your business. What differentiates us from our competitors is the combination of our technical knowledge, industry expertise, and prior leadership experience. Our professionals come from public accounting or large national consulting firms and have been business, finance, and technology leaders. This first-hand knowledge allows us to leverage our experience into practical, common-sense solutions for our clients. Our business is growing rapidly, and the ideal candidate will share the Acclarity passion for client service and delivering quality results. You must be hands-on and excited about working with integrated teams of accounting, finance, process, and IT professionals to find solutions for our clients. Acclarity is headquartered in Fort Lauderdale, Florida.

Competitive base salary, annual bonus, flexibility, and excellent full benefits package including Health, Dental, Vision, Life, Disability, 401(k), and more. ALL INQUIRIES ARE KEPT CONFIDENTIAL. Equal Opportunity Employer.

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