Project Manager - CPA Required

We are looking for a CPA‑qualified Project Manager to lead client‑facing finance engagements, deliver GAAP‑compliant services, build strong client relationships, and lead high‑performing accounting teams.

Position Title: Project Manager - CPA Required

Location: 74 Long Circular Road, CIBC Building, Maraval, 16 Orange Grove Rd, Tacarigua (Trintoplan Compound), 14- 16 Turney Street, San Fernando

Employment Type: Full-Time, Hybrid

Role Overview:

We are seeking a detail-oriented and proactive Project Manager to join our Operations-Front Office team. In this role, you will be responsible for driving client engagement success while cultivating a high-performance, values-led team culture. You’ll ensure operational excellence and client satisfaction by embedding our standards of excellence and fostering an environment for continuous improvement. You will be required to have strong people leadership qualities, experience in overseeing projects/ engagements and a client-focused mindset.

Key Responsibilities:

Client & Operational Excellence:

• Act as the primary client contact, leveraging team strengths to build trust-based relationships and anticipate client needs.
• Ensure the delivery of contracted finance and accounting services meets client expectations for accuracy, timeliness, and quality.
• Oversee onboarding/transitions while ensuring team alignment with cultural and operational standards.
• Oversee service areas including (but not limited to): Accounts Payable, Accounts Receivable, Bank Reconciliations, Expense Reporting, Payroll Processing, and Month-End Close.
• Drive SLA/KPI adherence by empowering teams to own solutions and implement corrective actions.
• Understand financial workflows and client-specific nuances to provide relevant oversight and support resolution of escalations.
• Identify process improvements through collaborative team ideation sessions.
• Manage account profitability while balancing team well-being and sustainable performance.
• Drive resolution of service delivery issues, collaborating with internal departments as needed.
• Manage account transitions and expansions (e.g., new services, increased FTEs).
• Monitor account profitability and resource utilization.
• Identify opportunities for up-selling or cross-selling additional services.

People Leadership & Culture Building:

• Champion our organizational culture of excellence by modelling core in daily interactions and decision-making.
• Build and lead high performance teams through identifying training or support needs in collaboration with Career Pathing and/or Training & Development teams.
• Embed cultural standards via team rituals and feedback mechanisms.
• Proactively resolve conflicts, promote psychological safety, and reinforce behaviours aligned with our values.
• Measure and elevate team engagement using regular one-on-one meetings, pulse surveys, 360° feedback, and retention metrics.

Education & Experience:

• Active CPA designation (U.S. or Canada) is required, and in good standing.
• Bachelor’s degree in Accounting or Finance is required. PMP or similar certification is a strong plus.
• 5+ years of progressive, client-facing experience in finance and accounting, service delivery or engagement management, with direct people leadership responsibility.
• Demonstrated experience supporting U.S. and/or Canadian-based clients, with strong working knowledge and application of U.S. GAAP and/or Canadian GAAP (ASPE/IFRS).
• Proven experience overseeing month-end close and GAAP-compliant financial reporting, including review of financial statements, management reporting, reconciliations, and variance analysis.
• Strong understanding of end-to-end finance and accounting operations (GL, AP, AR, Payroll, Expense Reporting, Bank Reconciliations) and how these processes impact financial statements and controls.
• Track record of leading client onboarding, transitions, and service expansions while balancing compliance, service quality, team capacity, and account profitability

Why Join Us?

• Be part of a collaborative operations team focused on operational excellence.
• Competitive compensation, benefits, and opportunities for professional development.
• Hybrid work environment promoting flexibility and work-life balance.