Responsibilities
Kforce has a client that is seeking a Managed Services Senior Associate in Boston, MA.
Summary: We are seeking an experienced Managed Services Senior Associate to support accounting, financial reporting, and operational service delivery for clients within the asset and wealth management sector. This role will oversee recurring accounting activities, coordinate client deliverables, guide delivery teams, and help ensure accurate and timely financial reporting. Key Responsibilities:
Oversee recurring accounting and financial reporting activities across multiple client engagements
Review journal entries, account reconciliations, and financial statements for accuracy and completeness
Support general ledger, AP/AR, reconciliation, and financial close processes
Monitor client deliverables and ensure reporting requirements and deadlines are met
Prepare and review financial reporting packages, management reports, and variance analyses
Support onboarding and transition of new client processes into a managed services environment
Develop and maintain standard operating procedures and process documentation
Coordinate with onshore and offshore delivery teams to support consistent service delivery
Partner with Operations, Technology, and Quality teams to resolve accounting and reporting issues
Support client communications, status meetings, and resolution of escalated issues
Identify opportunities to improve accounting processes through automation and workflow enhancements
Maintain compliance with applicable accounting standards, internal controls, and established procedures
Support and coach team members while maintaining high standards for accuracy and client service
Requirements
Bachelor's degree required
Minimum of 3 years of external audit experience
The ideal candidate brings strong external audit and Asset & Wealth Management experience, solid end-to-end accounting knowledge, and the ability to manage multiple client engagements in a deadline-driven environment
Strong understanding of financial statements and financial reporting
Experience with accounting or ERP systems
Demonstrated leadership, coaching, or team coordination experience
Knowledge of end-to-end accounting processes, including:
General Ledger
Journal Entries
Account Reconciliations
AP/AR
Financial Reporting
Month-End Close
Strong analytical and problem-solving skills
High attention to detail and commitment to data integrity
Ability to manage multiple clients, priorities, and deadlines
Strong client-service and communication skills
Preferred Qualifications
CPA license or progress toward certification
Managed services, shared services, or outsourced finance experience
Experience within SLA-based service delivery environments
Experience with accounting automation or workflow tools
Exposure to business intelligence and reporting solutions
Experience with process improvement methodologies
Experience working with onshore and offshore teams
Key Competencies
Asset & Wealth Management
External Audit
Managed Services
Financial Reporting
General Ledger Accounting
Account Reconciliations
Month-End Close
Client Service
Financial Statement Review
Process Improvement
Team Leadership
Accounting Operations
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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