Senior Client Advisory Services Manager – CCK Strategies – Jobs in Frisco, TX | OpenJobs AI

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CCK Strategies

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Senior Client Advisory Services Manager

CCK Strategies

2 days ago

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OnsiteFull-timeSenior

Summary

CCK Strategies is seeking a Senior Client Advisory Services Manager to join their team in Frisco, TX. The role involves providing outsourced Controller and CFO services, managing special projects, and acting as a primary point of contact with clients.

About the Role

As a Senior Client Advisory Services Manager, you will empower business leaders to make effective financial decisions by providing comprehensive accounting and finance solutions. Your responsibilities will include analyzing financial reports, developing customized KPIs, offering strategic advice, and ensuring client satisfaction. You will also engage in business development and mentor team members while maintaining a focus on quality and efficiency in project management.

About You

Required:

Bachelor's degree in accounting or a related field.
Minimum of 5 years of related experience in accounting, advisory, or consulting.
Exceptional communication skills, both verbal and written.
Strong analytical skills with financial statements and business operations.
Comprehensive accounting knowledge with a strong understanding of GAAP and financial regulations.

Preferred:

Public accounting experience.
CPA or CPA eligible.
Experience with accounting software such as QuickBooks, Xero, or NetSuite.

Benefits

Challenging work and professional development opportunities.
Generous compensation packages.
Collaborative work environment.

CCK Strategies

CCK is a non-traditional firm founded in 1997 by three partners motivated to build a new type of CPA firm. Today, CCK is led by partners: John Curzon, Eric Kunkel, Jeff Frable, Aaron Spoon, Kyna Leyva, Luann Rinowski, Caleb Caldwell and Kaitlin Flinn. All these years later, the firm still stands on its founding principle of “service." Over the years, CCK has continued to grow in staff, as well as in depth of experience and service offerings. Today, the CCK team is comprised of over 100 individuals who work together to provide strategic planning solutions to new and repeat entrepreneurs to grow and add value to their businesses. While we’re proud of our heritage, we are excited to build upon our foundation and look forward to the future of creating opportunities and helping our clients succeed.

Frisco, TX