BST & Co. CPAs, LLP · 8 hours ago
Client Accounting & Projects Manager
Latham, NY
Full-time
Hybrid
Senior Level
$85K/yr - $127K/yr
7+ years expBST & Co. CPAs, LLP is a multi-disciplinary accounting and business advisory firm headquartered in Latham, serving various client needs. The Client Accounting & Projects Manager supports the Outsourcing Accounting & Advisory practice by leading client implementations and managing complex projects to enhance client experience while driving operational efficiency and financial reporting outcomes.
ConsultingLegal
Responsibilities
Support and execute the vision and strategic initiatives of the Outsourcing Accounting & Advisory leadership team for the Business Advisory and Projects function
Serve as project manager supporting governance committees, including Client Relationship, Service & Delivery, and Technology
Partner with the Outsourced Business Advisory & Projects Team Leader to lead project management activities across the firm’s three-phased delivery model (Assessment, Implementation, and Managed Services), ensuring smooth transitions from project work to ongoing managed services
Lead and support complex client advisory and ad hoc strategic projects, including managed services assessments and implementations
Drive continuous improvement by enhancing processes, internal controls, operational efficiencies, client training, and reporting through innovative use of technology platforms
Support the development and execution of financial models, business plans, and forecasting tools for clients engaged in exit planning, acquisitions, or long-term strategic initiatives
Oversee day-to-day client financial operations, ensuring accurate, timely processing and real-time financial reporting
Apply audit-based methodologies to the month-end close process and financial reporting to ensure accuracy and completeness
Prepare and review balance sheet and income statement reconciliations supported by appropriate documentation and subledger detail
Perform analytical reviews of general ledger activity to identify missing transactions, trends, and anomalies on a monthly and annual basis
Ensure all compliance and regulatory reporting requirements are completed accurately and on time
Serve as a primary point of contact for client leadership teams and Boards, providing clear, timely, and professional communication
Prepare and present monthly and quarterly financial reporting packages for clients
Lead annual audit coordination and tax return preparation processes
Assist with supervising, mentoring, and developing project accounting team members, supporting performance, growth, and engagement
Qualification
Required
Bachelor's degree in Accounting preferred; equivalent combination of education and relevant experience may be considered
Valid driver's license and reliable transportation; ability to travel to client sites as needed
7+ years of progressive experience in outsourced accounting, advisory, or public accounting roles managing complex client engagements
Experience with cloud-based accounting solutions and integrated technology platforms, such as QBO, Sage Intacct, Fund Ez, Net Suite, Workday etc. (implementation experience)
Hands-on experience leading client assessments, implementations, and managed services transitions, including ownership of scope, timelines, and deliverables
Extensive experience with AP, AR and payroll management
Direct experience working with executive leadership and Boards, providing financial reporting, insights, and strategic recommendations
Experience with forecasting, budgeting and cash flow management
Proven experience overseeing month-end close, financial reporting, audits, and tax preparation with a strong focus on accuracy and compliance
Experience supervising, mentoring, and developing accounting or advisory professionals in a team-based environment
Proficient knowledge of GAAP and financial reporting
Strong understanding of internal controls and financial processes
Strong computer skills with advanced knowledge of Excel and Microsoft Products (Outlook, Teams, Planner, etc.)
Ability to prepare financial statements on an accrual basis
Ability to analyze report variances and issues with financial statements
Benefits
Medical
Dental
Vision
Paid time off
A 401(k) plan with employee and company contribution opportunities
Life and disability insurance
Flexible work
Development and tuition reimbursement
Company
BST & Co. CPAs, LLP
BST & Co. CPAs, LLP is an accounting firm located in New York.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ariful Islam
Controller - CFO For Hire Division
Beth van Bladel
Director, CFO for Hire
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