Talent.com
Client Accounting Services (CAS) Manager/Senior Manager
Client Accounting Services (CAS) Manager/Senior ManagerPBG Financial Services • Glenview, IL, United States
Client Accounting Services (CAS) Manager / Senior Manager

Client Accounting Services (CAS) Manager / Senior Manager

PBG Financial Services • Glenview, IL, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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

    #J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Client Service Manager • Glenview, IL, United States

    Job_description.internal_linking.related_jobs
    Senior Home Lending Advisor - Lake County IL

    Senior Home Lending Advisor - Lake County IL

    JPMorganChase • Highland Park, IL, US
    serp_jobs.job_card.full_time
    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_hour • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior Manager, Engineering- Payments - Leading Transformation in Digital Payment Solutions (NORTHBROOK)

    Senior Manager, Engineering- Payments - Leading Transformation in Digital Payment Solutions (NORTHBROOK)

    Crate & Barrel • NORTHBROOK, Illinois, US
    serp_jobs.job_card.full_time
    We inspire purpose-filled living that brings beauty and quality to the modern home.Associates across our business drive results, innovate, and inspire. Drawn together by our shared values and passio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Staff / General Accountants - AI Trainer ($75-$100 per hour)

    Remote Staff / General Accountants - AI Trainer ($75-$100 per hour)

    Mercor • Hammond, Indiana, US
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    Role Overview • • Mercor is partnering with a financial services firm to support a series of core accounting operations projects. We are looking for experienced accounting professionals to assist with...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Analyst III

    Financial Analyst III

    US Tech Solutions, Inc. • Lake County, IL, US
    serp_jobs.job_card.temporary
    Duration : 12 months contract Hybrid Top 3-5 skills, experience or education required 1.SAP experience – strong understanding and ability to navigate 2. Finance management reporting with the ability ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    STORE MANAGER IN ZION, IL

    STORE MANAGER IN ZION, IL

    Dollar General • Zion, Illinois, United States
    serp_jobs.job_card.full_time
    At Dollar General, our mission is Serving Others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient Store locations, Distribu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Managed Services - Finance & Accounting - Senior Manager

    Managed Services - Finance & Accounting - Senior Manager

    PwC (US) • Chicago, IL, US
    serp_jobs.job_card.full_time
    Senior Manager, FP&A Managed Services.At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse cli...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,210 per week in Highland Park, IL

    Travel Physical Therapist (PT) - $2,210 per week in Highland Park, IL

    Cross Country Allied • Highland Park, IL, US
    serp_jobs.job_card.full_time
    As an outpatient physical therapist, you'll provide PT services to help patients regain their health and mobility.Working at an outpatient facility, rehabilitation center, private practice or physi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Collections / Cash Posting Specialist

    Collections / Cash Posting Specialist

    TEKsystems • Tinley Park, IL, United States
    serp_jobs.job_card.full_time
    The client that is hiring is located in Tinley Park, IL.Eventually this position will be a hybrid schedule but you need to be onsite for the first 2-3 months. Manage customer account assignments ran...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    RN - Intensive Care Unit (ICU)

    RN - Intensive Care Unit (ICU)

    Jobot • Zion, IL, US
    serp_jobs.job_card.full_time
    Critical Care RN Needed in Illinois - $20K Sign-On Bonus, Willing to Train, 3 12s (Days or Nights Available) - Excellent Benefits, 401(k) with Match and More!. This Jobot Job is hosted by : Jessica G...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Manager, Operations Accounting

    Senior Manager, Operations Accounting

    Invenergy • Chicago, IL, US
    serp_jobs.job_card.full_time
    Senior Manager, Operations Accounting.Invenergy drives innovation in energy.Powered by decades of entrepreneurial experience and unparalleled execution, we solve the energy challenges facing our cu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Deals - Capital Markets Accounting Advisory Services - Manager

    Deals - Capital Markets Accounting Advisory Services - Manager

    PwC • Chicago, IL, United States
    serp_jobs.job_card.full_time
    CMAAS (Capital Markets and Accounting Advisory Services).At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitur...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Travel Certified Occupational Therapist Assistant (COTA) - $1,257 per week in Zion, IL

    Travel Certified Occupational Therapist Assistant (COTA) - $1,257 per week in Zion, IL

    AlliedTravelCareers • Zion, IL, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with OneStaff Medical to find a qualified Certified Occupational Therapist Assistant (COTA) in Zion, Illinois, 60099!. An independently-owned, nationally-recognized an...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Tax Senior Manager - Private Client Services

    Tax Senior Manager - Private Client Services

    EisnerAmper • Chicago, IL, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Outpatient Physical Therapist - $2,050 per week

    Travel Outpatient Physical Therapist - $2,050 per week

    Core Medical Group • Highland Park, IL, United States
    serp_jobs.job_card.permanent +1
    Core Medical Group is seeking a travel Outpatient Physical Therapist for a travel job in Highland Park, Illinois.Job Description & Requirements. Client in IL seeking Physical Therapist : PT.We are lo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data Annotation • Tinley Park, Illinois
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Dialysis Clinical Manager Registered Nurse - RN

    Dialysis Clinical Manager Registered Nurse - RN

    Fresenius Medical Care • Zion, IL, US
    serp_jobs.job_card.full_time
    About this role : As a Clinical Manager with Fresenius Medical Care, you will ensure that quality patient care is delivered while maintaining clinical operations. As the facility leader, you will be ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Physical Therapist

    Physical Therapist

    Encompass Health Rehabilitation Hospital of Nittany Valley • Zion, IL, US
    serp_jobs.job_card.full_time +1
    Physical Therapist Career Opportunity.Are you seeking a fulfilling career that feels like home and lets you make a meaningful impact? At Encompass Health, you'll find an opportunity to provide ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Highland Park, IL

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Highland Park, IL

    AlliedTravelNetwork • Highland Park, IL, US
    serp_jobs.job_card.full_time
    AlliedTravelNetwork is working with CompHealth to find a qualified Physical Therapist (PT) in Highland Park, Illinois, 60037!. Some locum assignments can be as short as a day, others, years.Some are...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted