CCK provides challenging work, professional development, and generous compensation packages. CCK’s collaborative environment spans firmwide, where individuals work together to deliver value to the client experience by providing solutions within teams and across firm departments. Collaboration at CCK is a group of people who realize that working together brings a better solution. Within CCK, Client Advisory Services (CAS) exists to empower business leaders to make more effective financial decisions by providing comprehensive accounting and finance solutions. We believe that by removing complexity, utilizing innovative technology, and enhancing financial acumen, we’ll be able to partner with our clients in achieving their mission and goals.
Job Description:
The Senior Client Advisory Services (CAS) Manager provides outsourced Controller and CFO services, manages special projects, possesses problem solving capabilities, and is a primary point of contact with clients. Proficiency in this role requires a focus on quality and efficiency in the review and release of recurring projects, assisting clients with strategic management decisions while maintaining the overall client relationship and firm’s knowledge of the client. This role will also collaborate with Tax and Assurance divisions to ensure clients meet financial goals while considering the tax strategy implications of strategic decisions when preparing financials.
The Senior CAS Manager will need to act like a strategic consultant to the client, helping them to understand their financials and the impacts on their business based on current management decisions. The role will need to be an effective communicator, gaining the trust of their clients. It’s also important that this person is proficient in Excel and can understand forecasting models and the impact to financials based on key inputs and drivers. This role will also need to demonstrate the potential for business development, helping to bring in new clients to CCK.
While this role would not immediately have direct reports, the potential to lead a team is needed for future growth of the division.
Responsibilities:
- Work with clients on-site to clean, review, and utilize financial statements for business direction.
- Analyze financial reports and develop customized KPIs and metrics that align with the specific goals and objectives of each client.
- Understand client goals and challenges, offering strategic advice and recommendations that align with their business objectives.
- Regularly check in with clients to gauge satisfaction, address concerns, and offer proactive solutions.
- Business development, both with new clients to CCK and expanding scope of services with existing client base.
- Sets project expectations and communicates feedback effectively.
- Project oversight and team workload management to ensure an even distribution of projects.
- Mentors Client Advisory Services team members to ensure they are developing and learning.
- Assists team members with problem solving and coaches on quality and efficiency.
- Regularly looks for ways to improve our process and communicates those ideas proactively.
- All other job responsibilities as assigned.
- Adheres to all relevant information security policies and procedures, ensuring the protection of sensitive data and upholding the integrity and confidentiality of the company information.
Knowledge, Skills, and Abilities:
- Exceptional communication skills, verbal and written.
- High emotional intelligence and maturity with the ability to navigate sensitive financial topics and collaborate with diverse personalities.
- Customer service focus, for both internal and external stakeholders.
- Strong leadership and management skills with the ability to delegate work with clarity.
- Ability to build trust with clients and internal teams.
- Excellent problem-solving skills and the ability to think strategically and adapt quickly to client issues across different industries.
- Strong analytical skills with financial statements and business operations, with the ability to review financial statements for accuracy.
- Comprehensive accounting knowledge with strong understanding of GAAP, financial regulations, and internal controls.
- Willingness to work beyond standard hours to meet deadlines and ensure successful project delivery.
- Technologically proficient and able to translate software skills across multiple platforms.
- Proficient in Excel and able to work with complex forecasting models.
- Ability to manage and prioritize multiple clients and projects simultaneously.
Qualifications:
- Bachelor’s degree in accounting or another related subject area.
- Minimum of 5 years of related experience (i.e. accounting, advisory, consulting).
- Public accounting experience preferred.
- CPA or CPA eligible.
- Experience with accounting software (i.e. QuickBooks, Xero, NetSuite) preferred.
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CCK Strategies, PLLC 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.
