Provides outsourced accounting and advisory services for equine clients, including month-end close, reconciliations, journal entries, financial statement preparation, budgeting, cash flow analysis, tax schedules, and client reporting. Reviews associate work, supports onboarding and software implementations, maintains accurate records across complex entities and horse-related activities, and communicates with clients and internal teams. Requires accounting experience and familiarity with equine operations is preferred.

Oversee outsourced accounting services for nonprofit clients, including month-end close, reconciliations, financial statements, general ledger activities, complex entries, tax preparation review, and financial reporting. Serve as the primary client contact, provide accounting advice, improve processes, support software initiatives, mentor team members, and contribute to recruiting, training, and business development.

Leads the Software, Data & AI sales function while maintaining an individual sales portfolio. Responsibilities include developing sales strategies, managing quotas and forecasts, leading client discovery and proposals, coaching Account Executives, monitoring performance, recruiting sales talent, and partnering with consulting, marketing, and delivery teams to drive revenue and cross-selling.