As a Manager in Managed Services, you'll lead client engagements, drive process improvements, and implement scalable finance solutions while mentoring a team.
Manager – Managed Services
CFGI’s Managed Services practice delivers transformative finance and accounting solutions by fully managing operations below the CFO level. We partner with clients to optimize their finance functions, streamlining processes, enhancing reporting, and enabling faster, data-driven decision-making. Our team leverages advanced technologies, including AI and automation, to drive efficiency, reduce complexity, and deliver timely, high-quality insights across core finance areas in controllership such as daily accounting operations, financial close and reporting.
As a Manager in this practice, you’ll play a key role in client engagements, designing scalable solutions, and driving impactful outcomes—all while helping clients transform their finance operations into strategic assets.
Key Responsibilities:
· Assist in the execution of Managed Services engagements, including assessment, transition, and ongoing delivery operations.
· Act as a strategic partner to clients, guiding them through outsourced controllership and finance transformation efforts.
· Drive process improvements across procure-to-pay, order-to-cash and record-to-report functions.
· Collaborate directly with senior client leadership to address complex accounting challenges and develop actionable solutions.
· Design and implement complex dashboards and data models to support advanced operational and financial reporting, KPI tracking, and strategic insights.
· Leverage tools to build scalable, automated solutions, demonstrating expert-level proficiency.
· Collaborate with cross-functional teams to ensure seamless delivery and client satisfaction.
· Stay current on industry trends and emerging technologies to inform client strategies.
· Mentor and coach junior team members, fostering a culture of excellence and continuous learning.
· Participate in the firm’s recruiting efforts, client relationship building, and business development efforts.
Qualifications:
· Undergraduate degree in Accounting – Accounting, Finance, or related field; CPA, MBA, CFA are a strong plus but not required.
· 5–7 years of experience in public accounting and/or industry accounting/finance.
· Strong technical knowledge of U.S. GAAP, financial reporting standards and internal controls.
· Experience with month-end and year-end close processes and general accounting operations.
· Proven ability to lead client engagements and manage cross-functional teams effectively.
· Proficiency in finance technologies and data visualization tools.
· Excellent communication skills with the ability to simplify complex concepts for executive audiences.
· Highly organized, detail-oriented, and capable of managing multiple priorities under tight deadlines.
· Strong analytical and critical thinking skills with a proactive, problem-solving mindset.
· Client-focused with the ability to build strong relationships and deliver strategic value.
Top Skills
AI
Automation
Data Visualization Tools
Similar Jobs
Fintech • Machine Learning • Payments • Software • Financial Services
The Senior Manager, Technical Writer will create strategic technical documentation for Capital One's tools, ensuring clear communication for users and stakeholders. Responsibilities include crafting user manuals, API documentation, and collaborating with technical teams to ensure documentation effectiveness.
Top Skills:
ConfluenceGitGitbookHugoMarkdown
Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
The Manager, Practice Solutions - Microsoft leads a team to drive Microsoft's business growth, focusing on strategic programs, account management, and partnership development to enhance customer adoption of Microsoft solutions.
Top Skills:
MS OfficeMicrosoft Solutions
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
The Principal Product Manager will lead initiatives driving the adoption and growth of Circle's digital assets, collaborating with partners and cross-functional teams to develop and execute product strategies.
Top Skills:
BlockchainDecentralized ApplicationsSmart Contracts
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
