Senior Advisor

This senior leadership opportunity is designed for an experienced accounting professional who can combine technical expertise with strong people leadership. The Senior Advisor will oversee Accounts Payable operations while contributing to the broader accounting function and developing the next generation of accounting leaders. The ideal candidate will be comfortable operating at both the strategic and hands-on levels—providing direction when needed, empowering team members to take ownership, and ensuring client engagements consistently meet high standards.

Key Responsibilities

Leadership & Team Management

• Lead, manage, and hold Account Leads accountable through structured check-ins, training, coaching, and development.
• Mentor Account Leads in financial reviews, client reporting, workflow management, and relationship management.
• Develop team members into confident, independent owners of their client engagements.
• Provide timely, constructive feedback and identify opportunities for professional growth.
• Balance appropriate oversight with empowerment and accountability.

Accounting & AP Management

• Oversee day-to-day AP operations to ensure accuracy, timeliness, and adherence to established standards.
• Review client bookkeeping and accounting activities, including AR, GL activity, and bank reconciliations.
• Support monthly, quarterly, and annual close processes.
• Review financial statements and reports for accuracy and completeness.
• Implement and maintain accounting policies, procedures, and internal controls.
• Partner with clients to understand their financial needs and deliver appropriate accounting solutions.

Capacity & Operations

• Monitor workloads across Account Leads and their teams and proactively address capacity issues.
• Coach team members on effective delegation and utilization of offshore resources.
• Drive adoption of technology, platforms, and standardized processes.
• Ensure new-client onboarding is organized, consistent, and professional.
• Foster collaboration among Account Leads, Advisors, and offshore teams.
• Escalate significant issues appropriately while encouraging teams to resolve routine matters independently.

Qualifications & Experience

• Bachelor's degree in Accounting, Finance, or related field required.
• CPA or CMA strongly preferred.
• 7+ years of progressive accounting experience preferred.
• At least 3 years of senior-level management or leadership experience strongly preferred.
• Demonstrated experience managing AP functions and accounting teams.
• Strong knowledge of accounting principles, financial reporting, and internal controls.
• Proficiency with QuickBooks or comparable accounting platforms.
• Experience in an outsourced accounting, advisory, or professional services environment highly desirable.
• Proven ability to mentor, delegate, and develop accounting professionals.

Key Competencies & Attributes

• Strategic and operational leadership
• Coaching and talent development
• Financial and analytical acumen
• Sound judgment
• Accountability and ownership
• Delegation and prioritization
• Strong client relationship skills
• Clear and confident communication
• Collaborative leadership style
• Adaptability and continuous improvement mindset

Work Environment & Benefits

The organization is committed to maintaining an inclusive and respectful workplace that supports employees with a range of backgrounds, beliefs, and needs. Employees may choose between two annual holiday calendar options: a Jewish holiday calendar or a secular holiday calendar. The organization also offers shorter Fridays to accommodate Sabbath observance. These scheduling options are designed to support employees' individual needs while maintaining effective client service and team collaboration.

Benefits include:

• Health, dental, and vision insurance
• 401(k)
• Flexible spending account
• Health savings account
• Paid time off
• Professional development opportunities