Manager, Client Advisory & Automation

Celerity; Madison (WI); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k)

401(k) matching

Paid time off

Vision insurance

Life insurance

Health savings account

Work from home

Work Location: Hybrid remote in MAD/US

Job summary

Celerity is a Madison-based accounting firm focused on practical, real-world advisory for clients. You’ll implement NetSuite-based month-end close, build automations, and improve internal workflows while collaborating with client teams and owners.

The role emphasizes hands-on accounting, system enhancements, and a strong bias for automation and efficiency to deliver clear financial guidance.

Qualifications

• 4+ years accounting experience, including public accounting or CAS.
• Solid close, reconciliation, and accrual experience.
• Strong problem solving and proactive solution mindset.
• Clear judgement on financial data for clients.
• Interest in automation and efficiency, with a concrete example.

Responsibilities

• Manage month-end close, reconciliations, and accrual-basis accounting for a set of clients in NetSuite.
• Identify repetitive work across clients and fix it with templates, imports, saved searches, workflows, or Zapier/Make.
• Improve NetSuite reports, dashboards, and standard setups.
• Lead the systems side of new client onboardings and cleanups.
• Document workflows and train the team.
• Collaborate directly with clients and their teams.
• Contribute to process improvements using AI tools.

Skills

Accounting

Automation

Excel/Sheets

Client communication

NetSuite

Zapier/Make

Education

Public accounting or CAS experience

Tools

NetSuite

Zapier

Make

Job description

Celerity started in 2022 as a side hustle and has grown into a tech-forward, fast-moving firm that’s anything but traditional. We believe people, not spreadsheets, are the real key to success in accounting.

At Celerity, you’ll work closely with business owners and their internal teams, primarily via Google Meet, Slack, and email. Most of our clients aren’t finance pros, they rely on us to explain the numbers clearly and guide them with practical, real-world advice.

In a typical week, you'll spend roughly:

• ~50% building, automating, and improving systems (NetSuite, integrations, internal workflows)
• ~25% hands-on accounting and close support
• ~15% working directly with clients on systems, implementations, and cleanups
• ~10% internal meetings, training, and documenting what you've built

What you'll do

• Manage month-end close, reconciliations, and accrual-basis accounting for a set of clients in NetSuite.
• Find repetitive work across our clients and fix it through templates, imports, saved searches, workflows, or tools like Zapier.
• Improve how our team uses NetSuite, including reports, dashboards, and standard setups.
• Lead the systems side of new client onboardings and cleanups.
• Document what works and train the team on it.
• Work directly with clients and their teams.
• Help improve existing processes with the implementation and use of AI.

What you bring

• 4+ years of accounting experience, including public accounting or CAS.
• Solid close, reconciliation, and accrual experience.
• Problem solving & action oriented. Proactive at identifying solutions.
• Good judgement on financial data for clients.
• An interest in automation and efficiency, with an example you can share of something you made better.
• Strong Excel or Google Sheets skills.
• Clear communication with non-finance business owners.

Nice to have

• Experience with Zapier, Make, or AI tools.
• Experience supervising or reviewing staff work.
• 401(k)
• 401(k) matching
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
• Work from home
• Work Location: Hybrid remote in Madison, WI 53717