Senior Client Advisor

Posted 4 Days Ago
Be an Early Applicant
Hiring Remotely in México
Remote
Mid level
Professional Services • Analytics • Financial Services
Providing high-quality, nearshore accounting, admin, and back office services for U.S. and Canadian companies.
The Role
Manage client relationships and oversee a team of bookkeepers. Provide financial advice, conduct monthly reviews, and ensure accurate bookkeeping.
Summary Generated by Built In

About Cadencia


At Cadencia, we specialize in connecting top-tier professionals with leading U.S. and Canadian companies. Founded in 2021, our mission is to deliver exceptional results through our talented team members in roles such as accounting, bookkeeping, project management, administrative support, and more.


Headquartered in Guadalajara, Mexico, we are proud to create opportunities for professionals to work in a supportive, growth-oriented environment. Team members are employed by Cadencia, but partner daily with an external client. We have opportunities for in-office and remote work, attracting candidates from throughout Mexico.


At Cadencia, we value innovation, teamwork, proactivity, critical thinking, and a commitment to excellence. We believe in rewarding our team for their hard work through competitive compensation, career mapping, a great benefits plan, and profit-sharing.


By joining Cadencia, you become part of a dynamic, forward-thinking, joyful organization that values your expertise and career aspirations.

Explore opportunities with us and be a part of a company that truly values its people. Together, we create impact and drive success!

About the Role:


Are you passionate about helping small businesses grow and succeed? We’re redefining what client accounting can be, combining technology, teamwork, and top-tier service to deliver powerful financial insights.


As part of our team, you’ll manage your own portfolio of clients and lead a team of bookkeepers to deliver accurate, timely, and insightful accounting services. This is your opportunity to make an impact, own client relationships, and help business owners make smarter financial decisions every day.

What You’ll Do:
  • Own client relationships: Serve as the primary point of contact for your assigned clients.
  • Provide strategic financial insights: Conduct monthly financial reviews and advise business owners as needed.
  • Lead and mentor your team: Manage 1–3 bookkeepers, delegating and reviewing work to ensure accuracy and timeliness.
  • Oversee core accounting functions: Handle general ledger, month-end close, reconciliations, financial reporting, and tax return reconciliations.
  • Deliver excellence: Ensure every project is completed on time, within budget, and exceeds client expectations.
  • Drive efficiency: Leverage cloud-based accounting tools and integrations to streamline processes and boost productivity.
  • Collaborate and communicate: Partner closely with your manager on deliverables, accounting issues, and process improvements.
  • Innovate: Review workflows and recommend technology and app solutions to enhance operations and client experience.
What Gets You to the Top of the List:
  • A passion for supporting small businesses and helping them thrive.
  • 3–5 years of experience overseeing bookkeepers or staff accountants.
  • A Bachelor’s degree in Accounting or a related field (BS/MS/MBA preferred).
  • Experience in e-commerce, tech, professional services, real estate, or product-based industries.
  • Cloud-based accounting experience (e.g., QuickBooks Online, Xero).
  • Public accounting and/or consulting experience.
  • Strong knowledge of accrual-basis financial reporting.
  • Bonus: Experience working in a public accounting or remote, tech-forward environment.
Why You’ll Love Working Here:
  • A collaborative, forward-thinking culture where your ideas matter.
  • Opportunities to lead, innovate, and grow your career.
  • The chance to make a meaningful impact on real businesses every day.




Top Skills

Accounting Systems
Ai-Driven Insights
Cloud-Based Accounting
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The Company
HQ: Zapopan, Jalisco
48 Employees
Year Founded: 2020

What We Do

Our team provides excellent C-Suite support including calendar management, travel planning, and most importantly, high-quality general accountancy work.

Bookkeeping, bill pay, payroll, accounts payable, accounts receivable—you name it, our staff can exceed your expectations.

By having these tasks completed offshore, your US-based accountants can spend time advising your clients and working on high-level strategy, instead of reconciling accounts.

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