Director of Accounting Services

4 days ago

Madison, Wisconsin, United States SustainableHR Full time $80,000 - $120,000 per year

Job Title: Director of Client Accounting Services (CAS)

Department: Client Accounting Services

Location: Madison, WI / Hybrid

Position Overview

Our client is seeking a process-driven, people-focused leader to join their executive team as Director of CAS. This individual will drive operational excellence, elevate client satisfaction, and build high-performing teams that deliver consistent, high-quality results. The ideal candidate combines audit experience in public accounting with hands-on controller experience in the private sector, bringing a balance of precision, practicality, and leadership to the role.

This position is part of the firm's leadership team and plays a key role in achieving growth, profitability, and operational efficiency across the Client Accounting Services division.

Key Responsibilities

Leadership & Strategy

  • Execute strategic business goals and achieve or exceed P&L objectives.
  • Partner with firm leadership to shape CAS strategy, resource planning, and long-term growth initiatives.
  • Collaborate with managers to meet production goals, streamline processes, and improve team performance.
  • Model focus, simplicity, and clarity in leadership decisions and communication.

Client Relationship & Satisfaction

  • Serve as the point of escalation for client issues, ensuring timely and thoughtful resolution.
  • Drive client retention and satisfaction through proactive service management and high delivery standards.
  • Lead the quarterly business review (QBR) process and annual pricing review cycle.
  • Maintain strong client relationships grounded in trust, transparency, and measurable value.

Team Management & Development

  • Lead, mentor, and inspire the CAS management team, promoting accountability and collaboration.
  • Oversee recruiting, onboarding, and professional development for CAS team members.
  • Conduct bi-annual performance reviews and manage performance improvement initiatives.
  • Foster a culture of learning, communication, and continuous improvement.

Process Optimization & Technology

  • Identify bottlenecks and design scalable, efficient workflows.
  • Champion adoption of technology and tools that enhance accuracy and productivity.
  • Ensure consistency in firm-wide processes and adherence to the operating system.
  • Lead key process and technology improvement projects from planning through implementation.

Qualifications & Skills

Experience

  • 10+ years of progressive experience in accounting operations, audit, or financial management.
  • Prior audit experience within a public accounting firm or similar.
  • Controller or equivalent experience in a private-sector environment strongly preferred.
  • Proven ability to lead teams, manage budgets, and deliver measurable business impact.

Skills

  • Deep understanding of accounting principles, service delivery models, and process optimization.
  • Strategic thinker with the ability to execute tactically.
  • Excellent leadership, communication, and interpersonal skills.
  • Proficient in modern accounting and project management software (e.g., QuickBooks, NetSuite, Asana, HubSpot).

Education & Credentials

  • Bachelor's degree in Accounting, Finance, or Business Administration required.
  • CPA, CMA, or MBA strongly preferred.

Key Competencies

  • Strategic and analytical mindset
  • Collaborative and people-oriented leadership
  • Process improvement and systems thinking
  • High accountability and professional integrity
  • Client-first approach with focus on quality and consistency

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