Senior Manager - Client Accounting Services

About the role

Senior Managers contribute to the Client Accounting Service’s Portfolio Management team by identifying key issues and crafting proactive solutions. They are forward-thinking, logical, creative, process-driven, autonomous leaders who are not afraid to roll up their sleeves to help the team get the job done.

What you'll do

• Analyzing, developing, and working with client teams to implement financial and operational infrastructure for clients in the outsourcing space
• Distilling technical or project management guidance efficiently and communicating effectively to staff and clients
• Leveraging emerging technologies, automation, and artificial intelligence (AI) tools (e.g. Claude, Copilot, ChatGPT) to improve operational efficiency
• Keeping portfolio management leadership abreast of operational health (client issues, team development
• Designing and vetting solutions related to team or client issues, and executing through completion with minimal guidance or consensus-building

What you need

• 10–18 yrs of experience
• Accounting
• US GAAP
• Excel
• Portfolio management
• PowerPoint
• Lean
• BBA