Senior Manager, Technology CAAS

Work with a Top 20 CPA and advisory firm that delivers proven expertise, deep understanding, and strategic foresight for fast-growing industries. Aprio has 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages globally. Join Aprio's Client Accounting Services (CAS) team to help clients maximize their opportunities in a progressive, fast-growing firm.

About the role

The Client Lead Senior Manager serves as the lead accounting authority and strategic advisor for a portfolio of clients, delivering high-quality financial oversight within an outsourced environment. This role ensures the integrity of financial reporting, effectiveness of internal controls, and performance of accounting operations across multiple engagements. Acting as a trusted advisor to executive stakeholders, the Client Lead Senior Manager translates financial data into actionable insights, drives process improvements, and leads internal teams to deliver consistent, high-quality outcomes aligned with client objectives.

Responsibilities

• Financial Reporting & Close Oversight
  • Oversees the preparation and review of monthly, quarterly, and annual financial statements, ensuring accuracy, completeness, and US GAAP compliance.
  • Reviews consolidated financials, including multi-entity and multi-department reporting, and ensures consistency across reporting structures.
  • Establishes close processes, timelines, and quality standards across client portfolios.
  • Evaluates financial results, variance drivers, and key performance indicators to ensure alignment with business expectations.
  • Participates in preparation of schedules or deliverables.
• Accounting Operations & Process Leadership
  • Provides oversight of core accounting functions, including general ledger, accounts payable, accounts receivable, and billing cycles.
  • Designs and implements scalable accounting processes and operating models to support client growth.
  • Monitors operational performance and identifies opportunities for efficiency, automation, and system optimization.
  • Ensures appropriate accounting treatment, chart of accounts structure, and system configuration across engagements.
  • Leads issue resolution across accounting operations, ensuring timely escalation and resolution of complex matters.
• Internal Controls & Risk Management
  • Designs, implements, and maintains internal control frameworks across client environments.
  • Establishes policies, procedures, and governance structures to safeguard financial assets and ensure compliance.
  • Reviews control effectiveness and remediates deficiencies as needed.
  • Oversees adherence to accounting standards, regulatory requirements, and client-specific reporting obligations.
• Client Advisory & Strategic Partnership
  • Serves as a senior advisor to client leadership (CEOs, CFOs, founders), providing strategic financial insight and guidance.
  • Translates financial results into clear, actionable narratives, including cash flow trends, operational performance, and growth implications.
  • Proactively advises clients on financial strategy, working capital management, and operational decision-making.
  • Identifies risks, opportunities, and areas for improvement, delivering forward-looking recommendations.
  • Supports clients in aligning financial infrastructure with business scale and complexity.
• Team Leadership & Delivery Oversight
  • Leads and develops accounting teams responsible for execution, review, and delivery across client portfolios.
  • Establishes review standards and ensures quality, consistency, and timeliness of all deliverables.
  • Allocates resources effectively across engagements, balancing capacity, risk, and client priorities.
  • Provides coaching, technical guidance, and performance feedback to team members.
  • Creates accountability structures to ensure all deliverables meet defined service levels and quality expectations.
  • Involves in issue resolution across operational accounting.
• Portfolio & Engagement Management
  • Oversees a portfolio of client engagements, ensuring delivery aligns with contractual commitments (MSAs) and internal standards.
  • Maintains awareness of scope, deliverables, and timelines; proactively manages risks related to scope creep and delivery gaps.
  • Drives accountability for on-time delivery, quality output, and overall engagement health.
  • Partners with internal stakeholders to ensure coordinated delivery across service lines.
• Systems, Technology & Continuous Improvement
  • Evaluates and implements accounting systems and reporting tools (e.g., ERP, financial planning platforms) to enhance delivery.
  • Drives adoption of automation, reporting efficiencies, and best-in-class technology solutions.
  • Leads system improvements, integrations, and process redesign to support scalability.
  • Ensures optimal use of financial systems to support reporting accuracy and operational efficiency.
• Business Development & Growth Support
  • Identifies opportunities to expand client relationships through additional advisory and accounting services.
  • Supports proposal development, solution design, and scoping for new and existing clients.
  • Contributes to client retention through high-quality delivery and strategic relationship management.

Requirements

• Bachelor’s degree in Accounting required; CPA, CMA, CGMA strongly preferred.
• 10+ years of progressive accounting experience, including public accounting, corporate accounting, or outsourced/client accounting services.
• Demonstrated experience leading accounting operations and financial reporting functions at a controller or equivalent level.
• Strong knowledge of US GAAP, including revenue recognition and complex accounting areas.
• Experience overseeing multi-entity, multi-system, or high-growth environments.
• Proven ability to lead and develop teams, with a strong focus on quality and accountability.
• Advanced proficiency in financial systems (e.g., NetSuite, QBO, Xero, AI-native finance tools) and reporting tools.
• Experience with system implementations, process optimization, and scaling accounting functions.
• Strong executive communication skills, with the ability to influence and advise senior stakeholders.
• Experience in eCommerce, technology, or inventory-based businesses preferred.

Success Metrics

• Accuracy and timeliness of financial reporting across portfolio.
• Effectiveness of internal control environment and reduction in control deficiencies.
• Client satisfaction, retention, and relationship strength.
• Portfolio delivery health, including on-time completion and quality standards.
• Team performance, including efficiency, development, and retention.
• Expansion of services within existing client base.
• Operational improvements, including automation and process scalability.

Pay

$150,000 - $200,000 a year

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment.
• Flexible Spending Account and Dependent Care Account.
• 401k with Profit Sharing.
• 9+ holidays and discretionary time off structure.
• Parental Leave – coverage for both primary and secondary caregivers.
• Tuition Assistance Program and CPA support program with cash incentive upon completion.
• Discretionary incentive compensation based on firm, group, and individual performance.
• Incentive compensation related to origination of new client sales.
• Top-rated wellness program.
• Flexible working environment including remote and hybrid options.

Why Work For Aprio

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide the culture every day, ensuring an exceptional team-member and client experience known as the Aprio Way.
• A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring ideas to help grow the firm to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: Rewarded with competitive compensation, industry-leading benefits, and a flexible work environment to enjoy work/life balance.