Senior Manager- Accounting Technology & Advisory Services

James Moore & Co.; United States; A distancia; USD 120.000 - 160.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Flexible PTO

Paid parental leave

Summer schedule

Strong health coverage

401(k) retirement plan

Descripción de la vacante

James Moore & Co. is seeking a Senior Manager of Accounting Technology & Advisory Services to lead our ACS practice and supervise the accounting technology implementation team.

The role focuses on delivering Sage Intacct, QuickBooks, IES, Ramp, and BILL implementations for outsourced clients, while guiding business development and practice growth. Fully remote with preference for candidates in the southeastern United States; Eastern Time hours apply.

Formación

• 7+ years in accounting systems implementation or technology consulting.
• Experience leading teams and managing budgets across multiple engagements.
• Strong understanding of accounting workflows, internal controls, and financial reporting.

Responsabilidades

• Lead delivery of accounting technology implementation services for outsourced clients.
• Supervise the Accounting Technology team and ensure engagement profitability.
• Support business development and expansion of service offerings with ACS leadership.
• Oversee full implementation lifecycle: discovery, design, config, migration, testing, go-live, and adoption.
• Develop methodologies, templates, and roadmaps to scale delivery and improve margins.
• Travel as needed for client meetings, vendor events, and conferences.

Conocimientos

Systems implementation

Team leadership

Business development

Project management

Educación

CPA preferred

Bachelor's in accounting/related field

Herramientas

Sage Intacct

QuickBooks Online/Desktop

Intuit Enterprise Suite (IES)

Ramp

BILL

Descripción del empleo

At James Moore & Co., we’re excited to add a Senior Manager for Accounting Technology & Advisory Services to our growing Accounting and Controllership (ACS) team. In this role, the Senior Manager, Accounting Technology & Advisory Services leads delivery of James Moore & Co.'s accounting technology implementation services for outsourced accounting clients and non-attest, technology-only clients. The Senior Manager supervises the Accounting Technology team, oversees engagement quality and profitability, and supports ACS leadership in developing business opportunities and expanding service offerings.

This is a hands‑on leadership role combining team management, implementation expertise, and support for business development and practice building. The Senior Manager brings an entrepreneurial mindset, takes initiative, and develops the people, processes, and tools needed to support scalable, profitable growth across Sage Intacct, QuickBooks Online/Desktop, Intuit Enterprise Suite (IES), BILL, Ramp and related spend and expense platforms.

Fully remote position, with preference given to candidates located in the southeastern United States. Work hours will be in the eastern time zone.

As Senior Manager, you’ll play an important role in supporting these key areas:

Practice Development & Growth

• Assist ACS leadership with establishing service offerings, growth priorities, delivery capacity, and financial goals for the accounting technology implementation practice.
• Support ACS leadership in identifying opportunities for implementations, system optimization, integrations, reporting enhancements, and related support services among existing clients and new prospects.
• Assist ACS leadership in developing business cases for new services and technology investments, considering client demand, staffing, training, delivery risk, and expected profitability, and in recommending priorities to firm leadership.
• Support ACS leadership in identifying cross-service opportunities within the firm's client base and building relationships with referral sources and software partners to support new technology-only engagements.
• Assist in representing JMCo at relevant conferences, industry events, vendor meetings, and networking opportunities; contribute to webinars or presentations and coordinate follow-up on qualified opportunities.
• Travel with or on behalf of leadership as needed for prospect and client meetings, conferences, implementation activities, vendor events, training, and firm or team collaboration.

Team Supervision & Leadership

• Directly supervise the Accounting Technology Implementation Supervisor and provide management oversight of the implementation team, including consultants and external resources as applicable.
• Set expectations, assign responsibilities, balance workloads, and monitor capacity across concurrent engagements; empower the Supervisor to lead day-to-day project execution.
• Provide coaching, timely feedback, performance evaluations, and professional development plans; support certifications, technical growth, and future leadership development.
• Participate in recruiting, interviewing, onboarding, and staffing recommendations as the team grows. Foster collaboration, accountability, knowledge sharing, and continuous improvement.

Business Development & Client Relationships

• Assist partners and business development professionals with potential prospect meetings, discovery discussions, software demonstrations, and solution presentations; explain technical capabilities in terms of client needs and business outcomes.
• Assist partners and business development professionals with preparation and review of proposals, statements of work, implementation scopes, fee estimates, timelines, and resource plans, ensuring commitments are realistic and aligned with delivery capacity.

Implementation Oversight & Delivery Quality

• Oversee the full implementation lifecycle across the team: discovery, requirements assessment, solution design, configuration, data migration, user roles and security, testing, validation, go‑live, and user adoption.
• Review significant system design decisions, chart of accounts and dimension structures, integrations, and migration validation to ensure alignment with accounting best practices and firm standards.
• Lead complex or strategic engagements when appropriate and remain available for hands‑on solution design, troubleshooting, and escalated client or technical issues.
• Monitor project milestones, risks, and client expectations; ensure clear handoffs to outsourced accounting teams or ongoing support providers, including documentation, training, and ownership of outstanding items.
• Oversee delivery of ongoing accounting technology consulting services, including periodic system reviews, optimization roadmaps, reporting and dashboard enhancements, workflow and control improvements, release planning, integration monitoring, and strategic guidance as client needs and technology platforms evolve.

Financial & Engagement Management

• Manage engagement budgets, staffing, timelines, and scope across the implementation portfolio; monitor revenue, realization, utilization, and implementation margins with ACS leadership.
• Review budget-to-actual results, address overruns and resource constraints, and ensure changes in scope, fees, or timing are documented and communicated before additional work proceeds.
• Monitor software and service pricing, vendor changes, and delivery costs; recommend pricing or service‑package adjustments and report on practice performance to ACS leadership.

Platform Expertise & Vendor Relationships

• Maintain strong working knowledge of Sage Intacct, QuickBooks Online/Desktop, IES, Ramp, BILL AP/AR and Spend & Expense, and related integrations; maintain relevant certifications and coordinate team certification plans.
• Develop familiarity with MIP and other legacy systems to support system evaluations, conversions, and internal or client consultations.
• Participate in SIAP calls, product updates, vendor training, and platform‑focused vendor meetings to stay current on product changes and support delivery.

Process Improvement, Innovation & Knowledge Sharing

• Develop and maintain standardized implementation methodologies, templates, checklists, workplans, quality reviews, and project reporting that improve consistency and scalability.
• Evaluate and pilot AI‑assisted tools and automation to improve data conversion, testing, documentation, and project administration, with appropriate validation and adherence to firm confidentiality and security policies.
• Use project results and client feedback to improve delivery, reduce rework, increase margins, and share insights with ACS leadership to inform refinements to service offerings.
• Coordinate training for the implementation and ACS teams, including quarterly or major‑release lunch‑and‑learns; develop resources that support client adoption and post‑implementation troubleshooting.

The Successful Candidate Will Bring

• 7+ years of progressive experience in accounting systems implementation, technology consulting, or outsourced accounting, including project leadership and supervision or mentoring of other professionals.
• CPA preferred, or a strong accounting background with experience in or with a CPA or professional services firm.
• Demonstrated hands‑on implementation experience with Sage Intacct, QuickBooks Online/Desktop, Ramp, and BILL or similar AP automation platforms; ability to develop expertise in IES and related solutions.
• Strong understanding of accounting workflows, internal controls, chart of accounts and dimension design, data conversions, integrations, and financial reporting.
• Demonstrated ability to manage multiple engagements, develop team members, and communicate effectively with clients, partners, and technical and nontechnical stakeholders.
• Experience supporting prospect discussions, scoping, proposals, or fee estimates, with an interest in developing business relationships and contributing to revenue growth.
• Entrepreneurial mindset, initiative, practical innovation, and sound judgment; motivated to build a growing service offering while maintaining a hands‑on commitment to client delivery.
• Willingness and ability to travel as needed for business development, client service, conferences, and team activities.

As An Employee Of James Moore, You Can Expect

• A career with room to keep growing. Competitive compensation along with opportunities for continued professional development, training, and career advancement.
• Flexibility in how work fits into your life. Flexible schedule options, paid parental leave, and a summer schedule.
• Time away that we expect you to actually use. Flexible PTO with a minimum expectation of at least two weeks away from work each year, including one consecutive week.
• Meaningful time to recharge. Twelve paid holidays, including a full week of winter break in December.
• Strong health coverage. Two comprehensive healthcare options, along with dental and vision insurance for full‑time employees.
• A meaningful retirement contribution. James Moore contributes 4–5% annually to your 401(k), regardless of your personal contribution.

For more information about our firm, please visit: https://www.jmco.com/

Additional Important Information

James Moore & Co., CPAs provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

All offers are contingent on the satisfactory outcome of a background check including a criminal record check, reference check, credit check, valid driver’s license check, a valid driver’s license and acceptable driving record are required, and employment and education verifications.

Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future.

We do not accept unsolicited resumes from third‑party recruiters or agencies. Any resumes submitted without a prior agreement will be considered property of James Moore & Co., and we will not be responsible for any fees or obligations related to such submissions.