Managing a portfolio of CAS/consulting clients, serving as their primary relationship owner Overseeing clients’ monthly, quarterly, and annual accounting processes to ensure complete, accurate, and timely financial reporting Reviewing and advising on bookkeeping, general ledger accuracy, reconciliations, payroll and financial clean-up Providing meaningful financial insights, KPI dashboards, and variance analyses to help clients make strategic decisions Acting as a fractional CFO by supporting forecasting, budgeting, cash flow management, and financial modeling Identifying opportunities for process improvements, automation, and enhanced reporting Coordinating with tax and audit teams to ensure integrated, seamless client service Leading and mentoring junior CAS/consulting staff Managing workflow, deadlines, and client expectations while maintaining high service standards #J-18808-Ljbffr