Accounting Manager

• Own the month-end close: journal entries, balance sheet and bank reconciliations, and financial reporting across multiple entities
• Manage property-level accounting: tenant ledgers, rent rolls, CAM reconciliations, and ASC 842 lease accounting
• Prepare lender reporting, debt schedules, and intercompany consolidations
• Produce financial reporting packages, including dashboard and KPI reporting
• Oversee payroll processes and support year-end audit and tax engagements

Fractional Accounting Manager

• Manage the overall revenue accounting process, including the revenue accounting month-end close process
• Oversee revenue recognition (ASC 606) accounting conclusions based on business operations
• Handle ad hoc revenue accounting related projects for a subset of EverCommerce's software solutions
• Onboard acquired companies to US GAAP revenue recognition
• Implement and maintain the Company’s revenue recognition policies, identifying operational expedients where possible
• Manage 1 direct report with opportunity to grow team through acquisition of additional businesses
• Assist EverCommerce team in implementation of best-in-class billing and revenue recognition systems
• Maintain data integrity of revenue and billings for yearly financial statement audit
• Manage monthly, quarterly, and yearly revenue schedules for accounting close process, including SoX controls
• Additional ad-hoc projects as needed

Revenue Accounting Manager

• Manage accounting staff and any additional contractors, including assigning work, reviewing deliverables, and ensuring quality and timeliness across the team
• Own the monthly and quarterly close cycle end-to-end, driving toward a compressed, repeatable timeline with minimal manual intervention
• Day-to-day accounting operations: revenue recognition, AP/AR, payroll entries, and GL maintenance
• Complex revenue recognition and deferred revenue schedules across subscription and services contracts
• Preparation of the monthly financial reporting package (P&L, balance sheet, cash flow) for the CFO
• Annual audit support - PBC list, documentation, and auditor responses alongside the CFO
• Design and implementation of automated close workflows, leveraging AI tools and modern accounting platforms to eliminate manual work that shouldn't exist
• Cross-functional partnership with sales ops, legal, and HR on contracts, vendor agreements, and employee-related accounting matters
• Support for the CFO on board reporting and investor-facing materials as needed
• Manage day-to-day accounting operations including revenue recognition, accounts payable/receivable, payroll entries, and general ledger maintenance
• Lead the design and implementation of automated close workflows, leveraging AI tools and modern accounting platforms to eliminate low-value manual work
• Coordinate with external auditors and manage the annual audit process, including PBC list preparation, documentation, and audit inquiry responses
• Support the CFO on financial modeling, board reporting, and investor-facing materials as needed
• Partner cross-functionally with sales operations, legal, and HR on revenue contracts, vendor agreements, and employee-related accounting matters
• Other duties as assigned

• Leads multiple concurrent accounting advisory engagements
• Applies advanced knowledge of U.S. GAAP, IFRS, and complex accounting concepts to advise clients
• Oversees preparation and review of technical accounting analyses and position papers
• Manages engagement economics, staffing models, and resource deployment
• Anticipates client needs and addresses complex issues
• Collaborates with audit, tax, deal, and other advisory teams
• Develops and mentors managers and senior team members

Capital Markets Accounting Advisory Director

• Manages multiple accounting advisory engagements supporting capital markets transactions and complex accounting matters
• Applies strong technical accounting knowledge to assess transaction impacts and financial reporting considerations
• Coordinates engagement planning, execution, and delivery to meet client expectations and timelines
• Reviews technical accounting analyses and client deliverables for accuracy and quality
• Supervises and develops senior associates and supervisors across concurrent engagements
• Collaborates with internal specialists and service lines to deliver integrated Deal Services Advisory support
• Identifies opportunities to improve engagement efficiency and enhance client value

Capital Markets Accounting Advisory Manager

• Apply concrete experiences and abstract principals to chemical manufacturing and/or development activities.
• Perform simulations, scale-up calculations, investigations, and laboratory work, and/or evaluate manufacturing data, perform statistical analysis, and write technical reports of manufacturing campaigns.
• Potential to propose and implement process improvements.
• Become familiar with cGMP operations and documentation.
• Demonstrate problem-solving skills within interdisciplinary team environments.
• Acquire new skills and expand competency in support of project goals.
• Collaborate with supervisors, mentors, and team members to achieve assigned objectives and deadlines.
• Develop and apply skills supporting accounting processes, financial analysis, and business operations.
• Prepare and deliver a summary presentation outlining key learnings and contributions at the conclusion of the assignment.

Accounting Operations Intern

• Responsible for the review and assessment of technical accounting topics impacting the company, such as non-standard transactions (equity, revenue, debt, VIE analysis, investments, etc.), and the evaluation and implementation of new accounting standards.
• Own end-to-end stock-based compensation accounting under ASC 718, including journal entries, documenting accounting treatment, and financial statement disclosures
• Support ad hoc projects, analysis, and management initiatives
• Assist in the preparation and review of the quarterly and annual financial statement, including drafting disclosures.

Technical Accounting Manager

• Providing financial staffing and related consulting support to municipalities
• Assisting our municipal clients with their accounting and finance functions, including bank reconciliations, budget development, financial close reporting, and preparation for annual audit, and related support
• May review data regarding cash (including cancelled checks, bank statements, electronic remittances), investments, receivables, capital assets, liabilities, equity, revenues and expenses
• Drafting financial reports, including periodic budgets to actual schedules, and annual financial statements with related disclosures
• Verifies, allocates, and posts details of municipality transactions to subsidiary accounts in journals or computer files from documents, such as bank statements, invoices, receipts, check stubs, and computer printouts
• Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, documenting municipal transactions
• Working independently or in teams to improve client accounting operations, including drafting policies and procedures
• Analyzes financial information detailing assets, liabilities, and equity, and prepares balance sheet, statement of revenues and expenditures, and other reports to summarize current and projected financial position
• Collaborating with other consultants and clients for continuous improvement recommendations
• Supervision and training of junior staff members
• Training and development opportunities for professional, personal, and technical growth
• Monthly billings to customers

Senior Consultant – Outsourced Accounting, Public Sector

• Manage all aspects of monthly, quarterly and annual close process to ensure accuracy and timeliness
• Prepare and review journal entries, account reconciliations and supporting schedules
• Oversee the accounts payable, accounts receivable, sales tax and payroll processing functions, stepping in to assist where needed
• Complete day-to-day treasury functions
• Partner with Revenue Operations and Customer Success to implement processes for accurate invoicing
• Assist with preparation of data reconciliation between CRM (Salesforce) and billing system (Maxio)
• Work closely with People Ops team to understand expected changes to headcount and related accounting impact
• Prepare consolidated financial statements and other financial reporting schedules required by executive leadership team
• Coordinate with subsidiary accounting personnel to maintain an accurate understanding of subsidiary activity and intercompany transactions
• Review monthly subsidiary financials to ensure intercompany transactions are accounted for correctly and eliminated upon consolidation
• Support budgeting and forecasting through collaboration with FP&A and department leads
• Coordinate with third-party tax service providers in preparation of annual tax returns to ensure deadlines are met
• Coordinate with auditors for completion of statutory audits where applicable
• Identify and implement changes to the close process to enhance efficiency and effectiveness
• Maintain and enhance internal accounting policies

Senior Accounting Manager

• Leverage experience to manage and execute ASC 740 projects
• Manage staff, oversee document receipt, review taxable income calculations, and audit the client's income tax provision
• Foster team growth and development, serve as a mentor by imparting technical knowledge
• Provide guidance and support to direct reports and contribute to special projects
• Review income tax provisions under ASC 740
• Document tax positions and analyses under FIN 48
• Coordinate subject matter experts
• Review taxable income by entity and consolidation
• Manage multiple projects and meet deadlines
• Deliver professional services to clients, including consulting, tax planning, compliance, and research
• Develop high-level relationships with clients and referral sources
• Manage, direct, and monitor multiple client engagements
• Research and consult on complex tax matters
• Work with state-of-the-art equipment for tax-efficient strategies
• Lead, mentor, and coach interns and staff
• Review taxable income calculations and manage processes

Senior Tax Manager, Tax Accounting Services – ASC 740

• Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.
• Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
• Completes financial statements.
• Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals).
• Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.
• Completes sales tax returns, Form 1099s and other forms or items as requested by clients.

Accounting Associate – CAAS, State and Local Government

• Develops an understanding of each client’s business/organization operations.
• Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.)
• Completes complex account reconciliations (investments, debt, industry specific, etc.)
• Prepares, understands, and reviews financial statements (basic to complex.)
• Reviews general ledger, cashflow, allocations, etc.
• Proactively creates process and procedure documentation and builds their own backup.
• Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts.
• Supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant, CAAS – State and Local Government

• Own the end-to-end strategy for Actionstep’s accounting portfolio
• Develop a multi-year roadmap supporting growth and simplification
• Include appropriate AI, pattern learning and automation as part of our solutions
• Balance customer needs, market differentiation, and technical constraints
• Define the optimal product architecture to support native and integrated products
• Understand financial, compliance, and workflow requirements across UK, US, and ANZ
• Ensure capabilities meet mid-market and enterprise needs (e.g. trust compliance, multi-entity accounting, advanced billing)
• Lead a distributed PM team across NZ and Canada
• Collaborate with Engineering, Design, GTM, Support, Finance
• Serve as a key decision-maker for product priorities
• Maximize value and profitability of recent legal accounting acquisition
• Define Legal Accounting’s strategic role within the broader portfolio
• Define scalable integration future (Xero, Elite, others)
• Ensure accounting accuracy, trust compliance, and auditability
• Improve performance, reliability, and usability
• Build and maintain strong working relationships with all internal and external parties ensuring transparent, proactive and effective communication

Director of Product Management – Accounting, Billing, Trust Products

• Perform deal and contract reviews to ensure adherence with revenue recognition principles
• Perform account analyses and reconciliations for revenue and deferred revenue related accounts on a worldwide basis
• Prepare journal entries for revenue, deferred revenue and accounts receivable related accounts on a worldwide basis
• Work closely with international locations as needed to obtain information necessary to analyze deals and reconcile accounts
• Responsible for the preparation of quarterly audit schedules and prepare periodic reports to support internal and external reporting requirements
• Implement and document processes and procedures as required including Sarbanes Oxley compliance
• Support and participate on companywide projects for revenue accounting as well as order to cash cycles

Senior Revenue Accounting Analyst

• First point of contact and support for Patient Accounting team members, patients, clients, providers, payers, and other departments
• Identify and report payment issues and discrepancies
• Train and support new and current team members
• Assist leadership with special projects
• Analyze account data to resolve claims and payments
• Post payments and adjustments according to policies
• Document all communication professionally and accurately
• Review account information for accuracy
• Interpret explanation of benefits (EOBs) for payment discrepancies

Senior Patient Accounting Specialist

• Prepare month-end close by completing assigned close tasks, analyzing P&L fluctuations and preparing journal entries
• Prepare balance sheet reconciliations and analysis
• Responsible for accounting tasks related to current and future Asset Backed Securitization transactions specific to GL balance carve out work and documentation, intercompany reconciliation and billing and journal entry preparation
• Assist with the completion of the monthly variance analysis used to support reporting monthly results to management
• Collaborate with numerous teams to investigate and resolve issues timely and ensure financials are accurate
• Help lead the team to make sure tight deadlines are being met
• Focused on continuous process improvement and developing efficient ways to support the business
• Assist with additional duties or other ad hoc projects as assigned by the team

Accounting Specialist

• Lead the monthly, quarterly, and annual close process, ensuring GAAP compliant reporting and accurate consolidation and intercompany elimination across Charm’s entities.
• Coordinate annual audits and tax filings with external partners, ensuring timely submission and compliance.
• Reviewing general ledger account reconciliations and ensure accounts are properly maintained in accordance with GAAP standards.
• Supervise and develop a small accounting team responsible for AP, AR, and GL functions.
• Contribute to the monthly close process including journal entries, variance analysis and review, balance sheet reconciliations, and other tasks as needed to stay on track.
• Partner with the Production and Engineering teams to develop standard cost models for bio-oil production and facility operations, and improve or implement tracking methods for manufacturing overhead, labor utilization, and capital spend.
• Implement processes to accurately capture inventory movements and COGS estimates in real time.
• Collaborate with the MRV (Carbon Accounting) team to align production and emissions data, designing and implementing improvements that enhance data quality and reduce manual workload.
• Help design and maintain internal control procedures.
• Support budgeting and forecasting activities through data analysis and report development.

• Are you a CPA or experienced accounting professional looking to leverage your expertise in a dynamic new way?
• Empowering accounting firms, guiding them through digital transformation, and collaborating to shape the future of their practices.
• Work autonomously within your allocated territory, with significant scope for professional development and career progression within a rapidly growing global tech company.
• Build deep, lasting relationships with key decision-makers in accounting firms, becoming their trusted advisor on digital strategy.

Accounting Professional – SaaS Sales

• Deliver accurate and timely work product within deliverable timelines
• Prepare work paper files for accuracy and completeness, including capital activity, income and expense accruals and investment activity
• Update distribution waterfall (carried interest) models
• Prepare management fee calculations and supporting schedules
• Review all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc.
• Perform bank reconciliations and process journal entries
• Support year-end audit process, in collaboration with the team, client and auditors
• Actively interact with clients and counter-parties including legal counsels, auditors and tax advisors to meet key deadlines

Senior Associate, Fund Accounting – Private Markets

• Lead, develop, and scale the multi-regional Accounting, Revenue Accounting, Payroll, and Billing/Collections teams to support a rapidly growing, global SaaS organization
• Bring a strategic mindset to IPO readiness, helping to design and execute the accounting roadmap required for public company standards
• Champion the company’s comprehensive enterprise risk framework, serving as the primary owner for insurance renewals, international statutory compliance, and banking relationships
• Own key relationships with external auditors, banking partners, and tax authorities, running all associated operational confirmations and processes
• Prepare materials and support presentation to the Audit Committee, serving as the primary voice on technical accounting positions, risk exposure, and internal control certifications
• Drive readiness initiatives including SOX compliance, internal controls, audit preparedness, and process documentation
• Drive the timeline and execution of annual audits and quarterly reviews, ensuring high quality results and full readiness for future SEC reporting requirements
• Establish and refine accounting policies in accordance with US GAAP, with a strong focus on SaaS revenue recognition
• Manage the global tax structure, including transfer pricing studies, intercompany agreements, and VAT/GST compliance, ensuring effective international scaling
• Own revenue accounting processes, including ASC 606, contract review, and complex revenue arrangements. Manage unique customer and vendor contracting discussions in partnership with Legal and Deal Desk
• Oversee monthly, quarterly, and annual close processes, ensuring accuracy, timeliness, and scalability
• Ensure strong billing, collections, and cash application processes that support customer experience and financial integrity
• Own global cash positioning, bank account administration, and investment policy execution
• Lead the implementation and optimization of accounting systems and tools as the company scales
• Collaborate closely with Sales, Deal Desk, Legal, and RevOps to support contract structuring and revenue accuracy
• Partner with FP&A to ensure alignment between actuals, forecasts, and strategic plans
• Support M&A activity as needed, including accounting integration and purchase accounting

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Capital Markets Accounting Advisory Manager

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Senior Consultant – Outsourced Accounting, Public Sector

Senior Accounting Manager

Senior Tax Manager, Tax Accounting Services – ASC 740

Accounting Associate – CAAS, State and Local Government

Senior Accountant, CAAS – State and Local Government

Director of Product Management – Accounting, Billing, Trust Products

Senior Revenue Accounting Analyst

Senior Patient Accounting Specialist

Accounting Specialist

Accounting Manager

Accounting Professional – SaaS Sales

Senior Associate, Fund Accounting – Private Markets

Vice President, Accounting