PBG Financial Services
Client Accounting Services (CAS) Manager/Senior Manager
PBG Financial Services, Glenview, Illinois, United States, 60025
Client Accounting Services (CAS) Manager/Senior Manager
4 days ago Be among the first 25 applicants
PBG Financial Services, PLLC
is looking for Manager or Senior Manager to join our growing Consulting/CAS. We are seeking individuals who are passionate about helping clients understand their financial performance, maintain accurate books, and make informed business decisions. You will serve as a trusted advisor—often functioning as a fractional CFO—for a diverse portfolio of clients in a family-oriented, collaborative public accounting firm environment.
Our firm is committed to developing each team member’s potential and providing opportunities for professional growth. You will be responsible for:
Responsibilities
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, 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
Qualifications
Bachelor’s degree in Accounting, Finance, or related field
5–10+ years of experience in public accounting, outsourced accounting, consulting, or controllership roles
Strong understanding of GAAP, financial reporting, and general ledger operations
Experience advising small to mid-sized businesses; fractional CFO experience a plus
Proficiency in QuickBooks Online
Excellent communication skills with the ability to explain financial concepts to non-financial stakeholders
Ability to manage multiple client relationships and prioritize deadlines
Strong analytical skills, judgment, and attention to detail
Competitive salary commensurate with experience
Discretionary performance-based bonuses
401(k) with firm matching
Paid time off and paid holidays
Continuing education, CPA support, and professional development opportunities
A supportive, team-oriented culture with opportunities for long-term career growth
About Us PBG Financial Services, PLLC
was established as an independent certified public accounting firm over 50 years ago. Our main office is located in Glenview, Illinois, and our team of professionals serves a diverse client base across industries. Unlike large accounting firms that delegate engagement responsibility to staff who may change from year to year, our partners and team members work directly with the same clients annually, building long-term relationships and providing deep, tailored insights into their day-to-day operations.
We are an Equal Opportunity Employer and welcome candidates interested in joining a firm that values independent thinking, collaboration, and professional growth.
Seniority level Mid-Senior level
Employment type Full-time
Job function Business Development and Sales
Industries Accounting
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PBG Financial Services, PLLC
is looking for Manager or Senior Manager to join our growing Consulting/CAS. We are seeking individuals who are passionate about helping clients understand their financial performance, maintain accurate books, and make informed business decisions. You will serve as a trusted advisor—often functioning as a fractional CFO—for a diverse portfolio of clients in a family-oriented, collaborative public accounting firm environment.
Our firm is committed to developing each team member’s potential and providing opportunities for professional growth. You will be responsible for:
Responsibilities
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, 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
Qualifications
Bachelor’s degree in Accounting, Finance, or related field
5–10+ years of experience in public accounting, outsourced accounting, consulting, or controllership roles
Strong understanding of GAAP, financial reporting, and general ledger operations
Experience advising small to mid-sized businesses; fractional CFO experience a plus
Proficiency in QuickBooks Online
Excellent communication skills with the ability to explain financial concepts to non-financial stakeholders
Ability to manage multiple client relationships and prioritize deadlines
Strong analytical skills, judgment, and attention to detail
Competitive salary commensurate with experience
Discretionary performance-based bonuses
401(k) with firm matching
Paid time off and paid holidays
Continuing education, CPA support, and professional development opportunities
A supportive, team-oriented culture with opportunities for long-term career growth
About Us PBG Financial Services, PLLC
was established as an independent certified public accounting firm over 50 years ago. Our main office is located in Glenview, Illinois, and our team of professionals serves a diverse client base across industries. Unlike large accounting firms that delegate engagement responsibility to staff who may change from year to year, our partners and team members work directly with the same clients annually, building long-term relationships and providing deep, tailored insights into their day-to-day operations.
We are an Equal Opportunity Employer and welcome candidates interested in joining a firm that values independent thinking, collaboration, and professional growth.
Seniority level Mid-Senior level
Employment type Full-time
Job function Business Development and Sales
Industries Accounting
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