Revenue Manager

Pathstone

. Manage end-to-end revenue accounting processes, including review, reconciliation, and reporting of advisory, and professional services .

Posted 4/21/2026full-timeRemote • Colorado, Maryland, Massachusetts, New York, Pennsylvania, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Manage end-to-end revenue accounting processes, including review, reconciliation, and reporting of advisory, and professional services
Ensure revenue recognition complies with U.S. GAAP, firm policies, and regulatory requirements applicable to wealth advisory firms
Prepare and review monthly, quarterly, and annual revenue-related journal entries and account reconciliations
Partner closely with operations, billing, compliance, and client advisor teams to ensure accurate fee calculation and recording
Work closely and develop processes with our client transitions and FP&A teams on the revenue impact of net new business
Oversee and validate calculations tied to revenue, including compensation related
Serve as the primary revenue subject matter expert during internal and external audits, including preparation of schedules, walkthroughs, and audit support
Identify, document, and implement process improvements to strengthen internal controls over revenue calculations
Analyze revenue trends and variances, providing clear explanations to senior leadership
Support financial statement preparation and related disclosures involving revenue and receivables

Requirements

What you’ll need

Bachelor’s degree in Accounting or Finance (CPA or CPA-track preferred)
Minimum of 5-7 years of relevant accounting experience, including revenue accounting and audit exposure
Prior experience in public accounting, external audit, or internal audit strongly preferred
Solid understanding of U.S. GAAP, internal controls, and audit readiness
Demonstrated high attention to detail and accuracy, especially in complex or high-volume data environments
Strong analytical, documentation, and organizational skills
Ability to manage multiple priorities and meet deadlines independently
Proficient in accounting systems and advanced Excel skills

Benefits

Comp & perks

comprehensive medical, vision, and dental coverage
flexible spending options
flexible PTO
life insurance
education support
401(k) plan
parental leave
more

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

revenue accountingU.S. GAAPjournal entriesaccount reconciliationsfinancial statement preparationaudit supportprocess improvementsdata analysisadvanced Excel

Soft Skills

attention to detailanalytical skillsdocumentation skillsorganizational skillsability to manage multiple prioritiesindependencecommunication skills

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceCPACPA-track