Outsourcing Manager Contractor
Falcon Sanchez & Associates
Job Description
Job Description
Our growing CPA and Consulting Firm is seeking an experienced Manager Consultant – Outsourcing & Client Advisory Services (CAS) to help lead and expand our client accounting services practice.
This is an excellent opportunity for a seasoned accounting professional who enjoys working directly with business owners, managing client relationships, developing teams, and delivering high-value advisory services.
As a key member of our CAS leadership team, you will oversee multiple client engagements, mentor accounting professionals, and contribute to the strategic growth of our outsourcing practice.
About Us
We are a dynamic CPA and Consulting Firm headquartered in Puerto Rico, serving clients across a variety of industries. Our team of approximately 50 professionals is committed to providing exceptional client service while fostering a culture of collaboration, innovation, and continuous growth.
Key Responsibilities
- Manage a portfolio of outsourced accounting and advisory clients.
- Oversee monthly, quarterly, and annual accounting deliverables.
- Review financial statements, account reconciliations, and supporting workpapers.
- Serve as the primary point of contact for client relationships.
- Lead client meetings and present financial results and recommendations.
- Supervise, coach, and develop senior accountants and staff.
- Identify process improvements and operational efficiencies.
- Support implementation and optimization of accounting technology solutions.
- Collaborate with firm leadership on practice growth initiatives.
- Assist in identifying additional advisory and consulting opportunities.
Qualifications
- Bachelor's degree in Accounting or Finance.
- CPA designation preferred or equivalent.
- Minimum of 8 years of progressive accounting experience.
- Prior experience in Client Accounting Services (CAS), outsourced accounting, controllership, or public accounting.
- Strong financial reporting and advisory skills.
- Experience managing client relationships and supervising teams.
- Advanced knowledge of QuickBooks Online, Microsoft Excel, and cloud-based accounting platforms.
- Excellent communication and leadership abilities.
- Bilingual (Spanish and English) preferred.
Engagement Structure
- Independent Contractor Position
- Flexible work arrangement
- Opportunity for long-term engagement
- Competitive contractor compensation based on experience and scope of responsibilities
Why Join Our Team?
- Work with a diverse portfolio of growing businesses.
- Make a meaningful impact on clients' financial success.
- Collaborate with experienced professionals in a supportive environment.
- Help shape and grow a rapidly expanding CAS practice.
- Enjoy flexibility while contributing at a strategic level.
If you are passionate about helping businesses succeed and are looking for an opportunity to lead, advise, and grow with a forward-thinking firm, we encourage you to apply.
Join us and help build the future of our Outsourcing & Client Advisory Services Practice.
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