Support onboarding of new clients and lead planning & budgeting cycles. Define and maintain standards, templates, and processes for FP&A & Accounting delivery. Manage and mentor finance team members. Oversee bookkeeping, AP, AR, and payroll processes for clients. Review financial models, reports, and accounting work. Improve workflows, templates, and tooling for efficiency. Document and share finance best practices. Anticipate team needs and help recruit and onboard new hires. Take direct ownership of key deliverables such as monthly close and financial reporting.