Managed Services Delivery - Consultant

Summary

CFGI’s Managed Services practice delivers finance and accounting solutions by managing ongoing operations below the CFO level. The Consultant supports day-to-day delivery of Managed Services engagements by executing recurring accounting and finance processes, maintaining accurate records, preparing reconciliations and reports, and supporting close activities and process improvements.

Responsibilities

• Perform recurring finance and accounting activities, including invoice entry, invoice coding, accounts payable processing, transaction entry, and maintenance of accounting records
• Support procure-to-pay processes, including invoice processing, vendor-related activities, payment support, and resolution of routine transaction issues
• Perform data entry and maintain accurate financial and operational information within client accounting systems and related schedules
• Prepare account reconciliations and investigate routine differences or outstanding items
• Prepare and post journal entries and other recurring accounting transactions as assigned
• Support month-end and year-end close activities through reconciliations, transaction processing, supporting schedules, and other defined accounting tasks
• Assist with accounts receivable, cash application, order-to-cash, or other recurring accounting processes based on client needs
• Prepare routine financial and operational reports, supporting schedules, and client deliverables
• Follow established client procedures, accounting policies, internal controls, and documentation requirements
• Identify recurring process issues, exceptions, or opportunities to improve the accuracy and efficiency of accounting operations
• Support the standardization and automation of repetitive finance and accounting activities
• Collaborate with CFGI team members and client stakeholders to resolve transaction-processing and accounting issues and support accurate, timely service delivery
• Participate in knowledge sharing, training, and other Managed Services practice initiatives

Skills

• 2–5 years of experience in corporate accounting, accounts payable, outsourced accounting, managed services, shared services, public accounting, or related finance and accounting operations
• Detail-oriented and committed to processing financial information accurately and consistently
• Organized and comfortable managing recurring tasks, deadlines, and transaction volumes
• Dependable and accountable for completing assigned work accurately and on time
• Comfortable working within defined processes while identifying practical opportunities to improve them
• Clear and professional communicator who works effectively with team members, clients, and other stakeholders
• Adaptable and willing to support different accounting processes as client needs evolve
• Service-oriented and committed to delivering reliable, high-quality work
• Experience performing accounts payable, invoice processing, transaction entry, or other high-volume recurring accounting activities
• Experience preparing account reconciliations, journal entries, supporting schedules, or other routine accounting deliverables
• Experience supporting month-end close or general ledger accounting activities
• Experience supporting procure-to-pay, order-to-cash, record-to-report, or related finance processes
• Experience working within established accounting procedures, internal controls, or service-delivery processes
• Experience identifying or implementing improvements to recurring accounting or finance processes
• Experience working directly with internal business teams, clients, vendors, or other stakeholders to resolve accounting or transaction-processing issues
• An undergraduate degree in Accounting, Finance, Business, or a related field is preferred
• Experience in a managed services, outsourced accounting, shared-services, or other high-volume finance operations environment is a plus
• Experience with ERP, accounting, workflow, reporting, automation, or related finance technologies is preferred
• Exposure to U.S. GAAP financial reporting or public accounting is a plus

Qualifications

Must Haves

• 2–5 years of experience in corporate accounting, accounts payable, outsourced accounting, managed services, shared services, public accounting, or related finance and accounting operations
• Detail-oriented and committed to processing financial information accurately and consistently
• Organized and comfortable managing recurring tasks, deadlines, and transaction volumes
• Dependable and accountable for completing assigned work accurately and on time
• Comfortable working within defined processes while identifying practical opportunities to improve them
• Clear and professional communicator who works effectively with team members, clients, and other stakeholders
• Adaptable and willing to support different accounting processes as client needs evolve
• Service-oriented and committed to delivering reliable, high-quality work

Nice to Haves

• Experience performing accounts payable, invoice processing, transaction entry, or other high-volume recurring accounting activities
• Experience preparing account reconciliations, journal entries, supporting schedules, or other routine accounting deliverables
• Experience supporting month-end close or general ledger accounting activities
• Experience supporting procure-to-pay, order-to-cash, record-to-report, or related finance processes
• Experience working within established accounting procedures, internal controls, or service-delivery processes
• Experience identifying or implementing improvements to recurring accounting or finance processes
• Experience working directly with internal business teams, clients, vendors, or other stakeholders to resolve accounting or transaction-processing issues
• An undergraduate degree in Accounting, Finance, Business, or a related field is preferred
• Experience in a managed services, outsourced accounting, shared-services, or other high-volume finance operations environment is a plus
• Experience with ERP, accounting, workflow, reporting, automation, or related finance technologies is preferred
• Exposure to U.S. GAAP financial reporting or public accounting is a plus