As a Manager in Managed Services, you'll lead client engagements, drive process improvements, and implement scalable finance solutions while mentoring a team.
Manager – Managed Services
CFGI’s Managed Services practice delivers transformative finance and accounting solutions by fully managing operations below the CFO level. We partner with clients to optimize their finance functions, streamlining processes, enhancing reporting, and enabling faster, data-driven decision-making. Our team leverages advanced technologies, including AI and automation, to drive efficiency, reduce complexity, and deliver timely, high-quality insights across core finance areas in controllership such as daily accounting operations, financial close and reporting.
As a Manager in this practice, you’ll play a key role in client engagements, designing scalable solutions, and driving impactful outcomes—all while helping clients transform their finance operations into strategic assets.
Key Responsibilities:
· Assist in the execution of Managed Services engagements, including assessment, transition, and ongoing delivery operations.
· Act as a strategic partner to clients, guiding them through outsourced controllership and finance transformation efforts.
· Drive process improvements across procure-to-pay, order-to-cash and record-to-report functions.
· Collaborate directly with senior client leadership to address complex accounting challenges and develop actionable solutions.
· Design and implement complex dashboards and data models to support advanced operational and financial reporting, KPI tracking, and strategic insights.
· Leverage tools to build scalable, automated solutions, demonstrating expert-level proficiency.
· Collaborate with cross-functional teams to ensure seamless delivery and client satisfaction.
· Stay current on industry trends and emerging technologies to inform client strategies.
· Mentor and coach junior team members, fostering a culture of excellence and continuous learning.
· Participate in the firm’s recruiting efforts, client relationship building, and business development efforts.
Qualifications:
· Undergraduate degree in Accounting – Accounting, Finance, or related field; CPA, MBA, CFA are a strong plus but not required.
· 5–7 years of experience in public accounting and/or industry accounting/finance.
· Strong technical knowledge of U.S. GAAP, financial reporting standards and internal controls.
· Experience with month-end and year-end close processes and general accounting operations.
· Proven ability to lead client engagements and manage cross-functional teams effectively.
· Proficiency in finance technologies and data visualization tools.
· Excellent communication skills with the ability to simplify complex concepts for executive audiences.
· Highly organized, detail-oriented, and capable of managing multiple priorities under tight deadlines.
· Strong analytical and critical thinking skills with a proactive, problem-solving mindset.
· Client-focused with the ability to build strong relationships and deliver strategic value.
Top Skills
AI
Automation
Data Visualization Tools
CFGI Boston, Massachusetts, USA Office
One Lincoln Street, 13th Floor, Boston, MA, United States, 02111
Similar Jobs
.png)
Artificial Intelligence • Blockchain • Fintech • Financial Services • Cryptocurrency • NFT • Web3
The Senior Program Manager will lead cross-functional initiatives to enhance customer experience in the Risk and Fraud product domain by integrating customer insights into operations, optimizing workflows, and delivering measurable outcomes.
Artificial Intelligence • Information Technology • Machine Learning • Natural Language Processing • Productivity • Software • Generative AI
Lead and manage Partner Managers to drive partner-sourced revenue, develop sales strategies, and foster relationships with distributors and resellers while ensuring alignment with company goals.
Top Skills:
Crm SystemsPartner Management ToolsSalesforce
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
The Customer Success Manager enhances customer operations using Samsara's IoT platform, builds relationships with clients, and collaborates cross-functionally for success plans and workshops.
Top Skills:
IotSaaS
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
