Lead and support end-to-end client engagements across core controllership and finance operations, including procure-to-pay, order-to-cash, record-to-report and manage or contribute to engagement teams advising clients through situational needs such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting
Conduct and oversee detailed financial analysis and assist in deliverable preparation that informs client strategy and decision-making
Execute buyside and sell side diligence, including historical and projected financial and operating trends analysis, quality of earnings analysis, working capital analysis and net debt consideration analysis
Draft clear and compelling reports outlining key takeaways
Provide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients
Advise clients on process design, technology-enabled solution implementation and scalable finance processes to improve reporting
Develop data models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to provide clear, data-driven insights
Collaborate with senior team members to evaluate client performance, diagnose issues across the finance operating model, identify improvement opportunities and prepare / prioritize actionable recommendations
Lead client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions
Lead the development, standardization and continuous improvements of methodologies, templates and best practices that enhance the OCFO and TAS practices
Collaborate closely with PI, VAL, TRS and IB colleagues
Provide coaching and mentorship to junior team members
Lead internal trainings and best practice sharing
Support 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 (CFA, CA) preferred
Active CPA license required
Located in or willing to relocate to Chicago, Dallas, Houston, Los Angeles, New York or Philadelphia
Invested in a team-based culture, motivated to collaborate in office four days per week and willing to travel to client sites as needed
Six plus years of progressive experience in financial consulting, advisory services or audit, with meaningful experience in transaction-driven, capital markets or private equity-backed environments
Deep understanding of GAAP accounting principles and financial reporting (ASC 606, ASC 805 and ASC 842) with experience advising complex technical matters and stakeholder impact
Proficient in financial modeling, analysis and accounting treatment evaluation with strong ability to connect technical conclusions to operational outcomes
Hands on experience with finance technologies such as NetSuite, Sage Intacct, Microsoft Dynamics, Blackline or FloQast
Familiarity with analytics and automation tools (e.g., Power BI, Tableau, Power Automate, UI Path, Automation Anywhere) and interest in leveraging emerging technologies, including AI-enabled solutions, to transform finance functions
Proven ability to lead complex engagements, manage multiple priorities and deliver executive-ready results
Superior written and verbal communication skills, including executive-ready presentation and reporting 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 environment

Benefits

Comprehensive benefits and equity participation

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial analysistransactional accountingfinancial modelingaccounting treatment evaluationGAAPASC 606ASC 805ASC 842audit readinessquality of earnings analysis

Soft Skills

leadershipcollaborationcommunicationproblem-solvingmentorshipclient relationship managementattention to detailownership mindsetadaptabilityteamwork

Certifications

CPACFACA