Managed Services Senior Associate

Kforce Inc; Boston (MA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

HSA

FSA

401(k)

Life insurance

Disability insurance

Paid time off

Job summary

Kforce is recruiting for a client in Boston seeking a Managed Services Senior Associate to support accounting, financial reporting, and operational service delivery for asset and wealth management clients. You will oversee recurring accounting activities, review entries, and coordinate deliverables across multiple engagements.

The role requires a bachelor's degree and at least 3 years of external audit experience, with strong asset & wealth management exposure and solid end-to-end accounting

Qualifications

• Bachelor's degree required
• Minimum of 3 years of external audit experience
• Ideal candidate brings external audit and Asset & Wealth Management experience with solid end-to-end accounting knowledge
• Strong understanding of financial statements and financial reporting
• Experience with accounting or ERP systems
• Demonstrated leadership, coaching, or team coordination experience

Responsibilities

• Oversee recurring accounting and financial reporting activities across multiple client engagements
• Review journal entries, account reconciliations, and financial statements for accuracy and completeness
• Support general ledger, AP/AR, reconciliation, and financial close processes
• Monitor client deliverables and ensure reporting requirements and deadlines are met
• Prepare and review financial reporting packages, management reports, and variance analyses
• Support onboarding and transition of new client processes into a managed services environment
• Develop and maintain standard operating procedures and process documentation
• Coordinate with onshore and offshore delivery teams to support consistent service delivery
• Partner with Operations, Technology, and Quality teams to resolve accounting and reporting issues
• Support client communications, status meetings, and resolution of escalated issues
• Identify opportunities to improve accounting processes through automation and workflow enhancements
• Maintain compliance with applicable accounting standards, internal controls, and established procedures
• Support and coach team members while maintaining high standards for accuracy and client service

Skills

External audit

Asset & wealth mgmt experience

Team leadership

Financial reporting

General ledger accounting

Month-End Close

Client service

Communication

ERP systems

Education

Bachelor's degree

Tools

ERP systems

Job description

Responsibilities

Kforce has a client that is seeking a Managed Services Senior Associate in Boston, MA. Summary: We are seeking an experienced Managed Services Senior Associate to support accounting, financial reporting, and operational service delivery for clients within the asset and wealth management sector. This role will oversee recurring accounting activities, coordinate client deliverables, guide delivery teams, and help ensure accurate and timely financial reporting.

• Oversee recurring accounting and financial reporting activities across multiple client engagements


• Review journal entries, account reconciliations, and financial statements for accuracy and completeness


• Support general ledger, AP/AR, reconciliation, and financial close processes


• Monitor client deliverables and ensure reporting requirements and deadlines are met


• Prepare and review financial reporting packages, management reports, and variance analyses


• Support onboarding and transition of new client processes into a managed services environment


• Develop and maintain standard operating procedures and process documentation


• Coordinate with onshore and offshore delivery teams to support consistent service delivery


• Partner with Operations, Technology, and Quality teams to resolve accounting and reporting issues


• Support client communications, status meetings, and resolution of escalated issues


• Identify opportunities to improve accounting processes through automation and workflow enhancements


• Maintain compliance with applicable accounting standards, internal controls, and established procedures


• Support and coach team members while maintaining high standards for accuracy and client service

Requirements

• Bachelor's degree required


• Minimum of 3 years of external audit experience


• The ideal candidate brings strong external audit and Asset & Wealth Management experience, solid end-to-end accounting knowledge, and the ability to manage multiple client engagements in a deadline-driven environment


• Strong understanding of financial statements and financial reporting


• Experience with accounting or ERP systems


• Demonstrated leadership, coaching, or team coordination experience

Knowledge of end-to-end accounting processes, including:

• General Ledger


• Journal Entries


• Account Reconciliations


• AP/AR


• Financial Reporting


• Month-End Close


• Strong analytical and problem-solving skills


• High attention to detail and commitment to data integrity


• Ability to manage multiple clients, priorities, and deadlines


• Strong client-service and communication skills

Preferred Qualifications

• CPA license or progress toward certification


• Managed services, shared services, or outsourced finance experience


• Experience within SLA-based service delivery environments


• Experience with accounting automation or workflow tools


• Exposure to business intelligence and reporting solutions


• Experience with process improvement methodologies


• Experience working with onshore and offshore teams

Key Competencies

• Asset & Wealth Management


• External Audit


• Managed Services


• Financial Reporting


• General Ledger Accounting


• Account Reconciliations


• Month-End Close


• Client Service


• Financial Statement Review


• Process Improvement


• Team Leadership


• Accounting Operations

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future. Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law. This job is not eligible for bonuses, incentives or commissions.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.