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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.

Vacancy posted 18 days ago
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