Aid clients in developing a streamlined monthly close process
Assist with cash-to-accrual conversions and the creation of supporting schedules
Validate the existence of assets and prepare associated roll forwards
Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)
Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies
Help prepare budgets or forecasts and develop reports for management or regulatory bodies
Guide the implementation of cloud-based finance and accounting systems
Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings
Guide companies through efficient external audit processes
Support SEC filing, design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings
Improve financial planning and analysis (budgeting, forecasting, data analysis)
Review of monthly internal financial reporting packs
Review of monthly regulatory reporting
Liaise with business units outside of accounting to integrate business operations
Advise clients on leveraging AI and automation tools to streamline close processes, improve forecasting, and enhance data driven decision making
Partner with IT teams to integrate financial systems during acquisitions
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.

Requirements

8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies, supported by a strong foundation in professional services (public accounting, advisory firm, or management consulting firm) and 2+ years of hands-on Controllership experience in emerging growth middle market organizations and/or PE-backed portfolio companies (Software SAAS or Healthcare, or a broad B2B industry exposure preferred)
Hands-on experience to various ERP systems and tools such as: NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python
Ability to leverage AI and automation to optimize accounting processes, enhance reporting accuracy, and drive operational efficiency
Proven ability to build strong client relationships
Demonstrated success in mentoring and leading teams, helping project teams resolve multi-faceted issues
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Benefits

comprehensive healthcare options, including medical, dental, and vision coverage
flexible spending accounts
401(k) with company matching
generous parental and maternity leave policies
technology stipends
wellness reimbursement programs

Applicant Tracking System Keywords

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

Hard Skills & Tools

cash-to-accrual conversionsbalance sheet reconciliationsjournal entriesfinancial planningbudgetingforecastingdata analysisaccounting complianceSEC filingAI-enabled solutions

Soft Skills

client relationship buildingmentoringteam leadershipproblem solvingcommunicationcollaborationadvisory skillsorganizational skillsdecision makinginnovation