Managed Services Senior Associate

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