Own and lead the month-end close and all related processes, ensuring accuracy, timeliness, and scalable controls.
Prepare and present clear, insightful financial statements, analyses, and commentary for executive leadership, Partners, Board members, lenders, and auditors – on a scheduled and ad-hoc (as needed) basis.
Strengthen balance sheet governance, reconciliations, and internal controls to support a growing, complex professional services organization.
Ensure full compliance with GAAP and applicable federal, state, local, and international regulations.
Own and continuously improve revenue recognition processes, particularly for professional services, including, but not limited to, multi-component contractual arrangements, licenses, and long-term engagements.
Oversee tax-related matters, including providing timely communication to shareholders, coordination with external advisors, review of K-1s, state sales and use tax considerations/nuances, both in the US and India.
Provide guidance on capitalized development costs, payroll-related accounting (FICA, benefits, 401(k) true-ups), and other adjacent accounting areas.
Serve as a functional owner and advanced user of cloud-based financial systems, with deep expertise in Sage Intacct, including foreign entity structures and consolidations.
Assist in supporting and optimizing finance technology platforms integrations, including expense management and banking tools/applications.
Partner on systems integration and optimization across Sage Intacct, Planful, and other tools, with a focus on reducing manual processes and spreadsheet dependency.
Lead the development and documentation of SOPs, policies, and scalable workflows.
Oversee treasury operations, including cash forecasting, working capital management, and banking relationships (U.S. and Canada).
Provide visibility and insight into cash forecasting to support growth and investment decisions.
Lead, coach, mentor, and develop a growing accounting team.
Actively identify opportunities to elevate team capabilities, delegate effectively, and build overall team capabilities.
Foster a collaborative, inclusive, and accountable team culture aligned with the firm’s values.
Serve as a trusted advisor to senior leaders, challenging assumptions and proactively surfacing risks and opportunities.
Partner with leadership on decisions related to controls, investments, systems, and scaling the finance function.

Requirements

Bachelor’s degree in accounting or finance; CPA required.
15+ years of progressive accounting experience, including leadership responsibility.
Deep technical accounting expertise with strong GAAP knowledge.
Experience in professional services and/or consulting environments.
Demonstrated ability to work effectively with executive leadership and present complex topics clearly.
International accounting experience – preferably India, Canada and Europe
Hands-on experience with cloud-based ERP systems, **Sage Intacct **required
Experience in a private equity–backed organization is a plus.
Experience with Ramp, Planful, HubSpot, ADP, Power BI, or Tableau.

Benefits

Health & Wellness
We provide comprehensive medical, dental, and vision insurance, as well as life & AD&D coverage, disability insurance, and a Lifestyle Wellness Account to help you feel your best.
Work-Life Balance
Our generous PTO, company holidays, and paid parental & bonding leave help you recharge and be present where it matters most. With a flexible hybrid work policy, you’ll enjoy the balance of in-person collaboration and remote flexibility.
Financial Wellness
We invest in your future with a 401(k) and employer match, tax-free commuter, health, and childcare accounts, and performance bonuses. You’ll also receive a monthly phone stipend and access to an employee discount program.
Growth & Giving Back
Through mentorship, training, and tuition reimbursement, we help you grow your career while supporting causes you care about with a charitable donation match.
Culture & Values
Collaboration, innovation, and inclusion define us. Here, you’ll join a community that values your ideas and celebrates your impact.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

GAAPfinancial statementsreconciliationsrevenue recognitioncapitalized development costspayroll-related accountingcash forecastingworking capital managementcloud-based ERP systemsinternational accounting

Soft Skills

leadershipcommunicationmentoringcollaborationproblem-solvingteam buildingstrategic thinkingadvisory skillsdelegationinsightful presentation

Certifications

CPA