Accounting Manager

• Develops, executes, and maintains all necessary accounting policies, procedures, processes, and systems ensuring records are accurate and properly maintained.
• Prepares timely, detailed financial statements, and provides meaningful and useful analysis on results.
• Presents financial analysis to EVP, Executive Committee and Department Leaders, including trend analysis and recommendations.
• Develops annual budget collaboratively with leaders and presents to Executive Committee for approval.
• Provides timely budget-to-actual analysis with recommendations for adjustments.
• Oversees and manages cash flow and prepares cash management and working capital analyses.
• Responsible for all company audits and compliance with federal, state, local, payroll, property, and other applicable taxes.
• Administrator of company 401(k) and profit-sharing plan.
• Manages and maintains the firm’s client database (Star) and banking relationships.
• Manages general insurance relationships and professional liability coverages, identifying areas of exposure and recommending loss control.
• Maintains awareness of financial risks and communicates concerns to EVP.
• Leads, manages, and communicates with internal accounting and facilities staff; oversees general ledger, planning, budgeting, forecasting, AR, AP, payroll, and financial reporting.
• Prepares analyses for EVP and Compensation Committee for Partner bonuses, distributions, and deferred compensation updates.
• Evaluates operating contracts and capital investments, researches and recommends office fixtures and equipment, and negotiates maintenance contracts.
• Ensures firm compliance with state and regulatory requirements for registering as a CPA firm.

Director of Accounting

Accounting Reinsurance

Accounting Intern, Graduate – Summer

Accounting Specialist II

Accounting Specialist

Assistant Director of Gift Accounting – Advancement and Alumni Engagement