Accounting and CFO Advisory Manager

Overview

This role provides fractional accounting and CFO-advisory services to early and mid-stage companies until they can build internal finance teams. The position works closely with internal teams and interfaces directly with external clients in a fast-changing environment.

Responsibilities

• Oversee daily accounting workflows, month-end close, and timely financial statement preparation for multiple clients while delivering excellent client service.
• Provide strategic financial guidance and compliance support, including sales tax, property tax, and state registrations.
• Work with external auditors to ensure a clean and timely year-end audit.
• Train and manage Associates and Senior Associates to ensure financial reporting and compliance filing deadlines are met.
• Use modern cloud accounting tools and applications; structure controls and processes using these tools.

Requirements

• Bachelor’s degree in Accounting and/or Master’s degree in Accountancy
• Active CPA license
• 5+ years of relevant experience with month-end close and financial reporting, including accounting management experience
• Demonstrated ability to project manage and support multiple clients at once
• Familiarity with AI tools
• Strong interpersonal and communication skills
• Self-starter who enjoys multi-tasking, learning, and working in a dynamic and supportive environment
• Exceptional MS Office skills, with experience using QuickBooks, Netsuite, Ramp, Brex, Carta, Rippling, Gusto, and similar tools

Compensation & Benefits

• Expected salary range: $125,000 - $160,000 per year
• Placement within the range depends on experience, qualifications, education, and geographic area

Location & Work Authorization

• Applicants must be authorized to work in the United States.
• This position is not eligible for sponsorship, and sponsorship for work visas is not provided.
• Pursuant to the San Francisco Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered.
• The employer is an equal opportunity employer and considers applicants without regard to race, color, religion, sex, pregnancy, marital status, sexual orientation, age, national origin, disability, or medical condition as defined in state and federal laws.