V
Your job, Director of Accounting Operations & AI
Value Fusion
4h ago
0$95k - $120kFinanceUSjobspy_indeed
remoteindeed
Job Description
***We're a fractional CFO firm that works exclusively with ABA therapy practices. We have documented processes, a distributed team, and a growing client base. We need someone to turn those processes into onboarding success, daily operating discipline and the adoption of AI\-powered accounting tools.***
**ROLE DESCRIPTION**
**1\. Client Onboarding and Service Delivery**
Own the onboarding process from signed engagement through first monthly close delivered.
* Own the full onboarding lifecycle: kickoff calls, system access, diagnostic review, cleanup scoping, workflow setup in the practice management system
* Track each client through defined onboarding phases with visible status and deadlines
* Serve as primary client contact during onboarding, setting expectations on timeline, deliverables, and communication cadence
**2\. Team and Workflow Operations**
Manage the accounting and bookkeeping team day\-to\-day and build the visibility layer that lets leadership see what is happening across the practice without asking.
* Own the month\-end close and reporting cycle: assign work, set due dates, monitor progress, and ensure accurate client deliverables (financials, KPIs, reporting packages) ship on time
* Enforce time tracking and task status updates across the team
* Manage workload distribution, identify underutilization, and reassign capacity
* Own the practice management system: configure workflows, templates, and reporting
* Review financials, catch errors, and coach staff on proper accounting treatment
**3\. AI Development and Deployment**
Define accounting workflows well enough to specify what should be automated and evaluate whether AI output meets professional standards.
* Identify repetitive, rules\-based tasks in the close cycle and onboarding process that are candidates for automation
* Work with a developer to define requirements, test tools, and validate outputs against accounting standards
* Evaluate AI\-enabled tools: transaction coding, reconciliation, anomaly detection, document extraction
* Own quality assurance for AI\-generated work product
**SUCCESS METRICS**
* Close and reporting cycle time: Calendar days from period end to financials and reporting package delivered
* Time to first close: Calendar days from signed SOW to first monthly close delivered
* On\-time delivery rate: Percentage of client deliverables shipped by the agreed deadline each month
* Revision rate: Percentage of deliverables that require corrections after delivery. Accuracy is non\-negotiable; rework burns team capacity and client trust.
* Effective rate per hour: Client revenue divided by hours logged. This is where AI deployment shows up: same quality, fewer hours.
**WHAT YOU BRING**
*Required*:
* Bachelor's degree in accounting or equivalent
* 3\+ years managing accounting or bookkeeping staff in a CAAS, outsourced accounting, or public accounting firm
* Direct experience running client onboarding at a firm with 15\+ clients
* Proficiency in
