CAS Senior Manager
UHY · West Des Moines
JOB SUMMARY
As a CAS Senior Manager, you will have a leadership role in overseeing client accounting operations and managing a team of accounting professionals. You will be responsible for ensuring the delivery of accurate and timely financial services to clients, maintaining client relationships, and driving process improvements. Your extensive accounting knowledge, managerial skills, and client-focused approach will contribute to the success of our client accounting department.JOB DESCRIPTION
Client Accounting Support:
Ensure accurate and timely processing of financial transactions, reconciliations, and adjustments
Review and approve journal entries, account reconciliations, and financial statements prepared by the team
Coordinate month-end and year-end close processes, ensuring adherence to deadlines and quality standards
Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management
Identify opportunities for upselling or expanding services and escalating to the appropriate business advisors
Client Communication and Support:
Serve as the main point of contact for key clients, building and maintaining strong relationships based on trust and exceptional service
Understand clients' business objectives, challenges, and requirements, and provide strategic financial advice and solutions
Address client inquiries, resolve issues, and ensure high levels of client satisfaction
Communicate financial information, insights, and recommendations to clients, management, and stakeholders in a clear and concise manner
Identify opportunities for upselling or expanding services and escalating to the appropriate business advisors
Team Management:
Lead and manage a team of accounting professionals, including hiring, training, and performance management
Oversee and lead a team of managers, providing guidance, support, and strategic direction to ensure effective performance and achievement of departmental goal
Set performance goals, provide ongoing feedback and coaching, and conduct regular performance evaluations
Foster a collaborative and high-performing team environment, promoting professional growth and knowledge sharing
Collaborate with cross-functional teams, including finance, tax, and audit, to ensure effective coordination and delivery of client accounting services
Process Improvement and Compliance:
Continuously evaluate and improve client accounting processes, systems, and controls to drive efficiency and accuracy
Implement best practices and streamline workflows to optimize productivity and quality of deliverables
Stay updated with accounting regulations and industry trends, implementing changes as necessary
Ensure compliance with accounting principles, regulations, and client-specific requirements
Support internal and external audits by providing requested documentation and addressing audit findings
Develop and maintain strong internal controls to safeguard client assets and ensure data integrity
Responsible for billing clients, accounts receivable, maintaining departmental budgets, financial performance, and gross profit target
Maintain and drive the achievement of department goals, aligning with the company's strategic vision and ensuring successful outcomes for projects and client engagements
Efficiently manage regional initiatives and responsibilities, ensuring seamless coordination and successful execution of projects within the designated geographic area
Supervisory responsibilities
Will supervise subordinate team members
Conduct performance reviews
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client’s needs
Required education and experience
Bachelor’s degree in accounting, Finance or Business
10+ years of relevant Accounting/Finance and management/supervisory experience in public accounting, professional services, corporate or private industry
Thorough understanding of advanced accounting principles
Preferred education and experience
Advanced degree/MBA
CPA license or relevant certification
Supervisory experience, large staff
Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.