Senior Manager, Financial Planning & Analysis
Genesee Scientific
ERP
Director, Office of the CFO – Accounting Advisory Services
Portage Point Partners
full-time
Posted on:
Location Type: Hybrid
Location: California, Illinois, Massachusetts, New York, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $480,000 - $825,000 per year
Job Level
Lead
Tech Stack
ERPTableau
About the role
- Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay (PTP), order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence and technical accounting matters
- Provide strategic and technical compliance guidance with ASC 606, ASC 842 and other complex accounting standards
- Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice
- Provide recommendations to clients on ways to leverage Enterprise Resource Platform (ERP) and close process and consolidation tools to more effectively and rapidly track business performance and improve controls
- Develop and deploy scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions
- Leverage financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance to support clients in navigating diverse financial accounting and reporting considerations related to transactions
- Support multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams)
- Advise clients through complex transactional and operational situations, including mergers, acquisitions and carveouts, operating model transformations, selling / buying the business, technology implementations, etc.
- Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model
- Provide coaching and mentorship to junior team members
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Requirements
- Bachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (CPA, CFA, CA) preferred
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- 10 plus years of progressive experience in financial consulting, advisory services or audit
- Experience in the role of controllership, finance and accounting advisory services
- Complete proficiency in financial modeling and financial statements analysis as well as accounting treatments
- Proficiency in financial technologies and tools (e.g., NetSuite, Sage Intacct, Microsoft Dynamics, Blackline, Floqast, etc.)
- Bias towards and track record of leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) to drive business process efficiency
- Strong technical accounting expertise, including experience with ASC 606 and ASC 842
- Strong executive presence and communication skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial advisory servicescontrollership operationsprocure-to-pay (PTP)order-to-cash (OTC)record-to-report (RTR)audit readinesstransaction due diligenceGAAP accounting principlesfinancial modelingfinancial statements analysis
Soft skills
client relationship managementstrategic adviceproject managementcoachingmentorshipbusiness developmentteam collaborationcommunication skillsattention to detailownership mindset
Certifications
CPACFACA
