Accounting Manager

Job Title: Accounting Manager, Client Services

Job Type: FT

Location: Hybrid (3+ Days in office) Charlotte, NC

Job Summary

We are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority. We are seeking an Accounting Manager, Client Services to join its growing finance organization. Reporting directly to the Controller, this role will lead a team responsible for client accounting operations, reconciliations, strategic partnership support, transaction processing, and client asset management activities.

This position serves as a key bridge between Accounting, Treasury, and Client Services, helping ensure the accuracy and integrity of financial operations while supporting the company's continued growth, acquisition activity, and ongoing system transformation initiatives. The ideal candidate is a hands-on leader who thrives in a fast-paced environment, enjoys improving processes, and is comfortable wearing multiple hats.

What You’ll Do

• Manage and develop a team of up to five accounting and operations professionals.
• Oversee client accounting operations, including account reconciliations, transaction processing, strategic partnership support, and cash-related activities.
• Lead the reconciliation and reporting processes associated with significant client assets.
• Partner closely with the Controller and Senior Accounting Manager to maintain accurate financial records and strengthen internal controls.
• Collaborate with Treasury, Funding, Client Services, and Account Management teams to support client-related financial operations.
• Assist with onboarding and financial operations integration efforts related to acquisitions, strategic partnerships, and business growth initiatives.
• Support ongoing platform migration and ERP enhancement projects, including process improvements and workflow optimization.
• Participate in client-facing conversations and internal stakeholder meetings as needed to resolve financial and operational issues.
• Drive continuous improvement initiatives focused on scalability, automation, efficiency, and service excellence.
• Ensure compliance with internal policies, audit requirements, and external reporting obligations.
• Perform other duties as assigned.
• Maintain quality work that exemplifies and promotes our company’s core values.