- Serve as the primary relationship manager for a portfolio of Outsource Accounting Services (OAS) clients
- Lead client meetings, presenting financial results, insights, and strategic recommendations
- Translate financial data into meaningful business guidance and decision support
- Identify and drive cross-sell and upsell opportunities within existing client relationships
- Oversee multiple client engagements, ensuring quality, timeliness, and adherence to scope
- Collaborate with internal management to ensure efficient workflow execution and staffing alignment
- Mentor and develop staff, focusing on both technical growth and client communication skills
Business DevelopmentAccountingFinancial analysis+1 more