Accounting Manager

Overview

Remote role — newly created position reporting to the CFO. This is a hands-on role supporting a growing and scaling business, with close mentorship and leadership exposure.

This position is designed for an accounting professional ready to take the next step toward becoming a finance leader. You will own day-to-day accounting operations and work closely with a seasoned Fractional Controller, gaining technical exposure and executive visibility.

Responsibilities

Financial Close & Financial Reporting

• Own the monthly, quarterly, and annual financial close process.
• Prepare or review recurring and non-recurring journal entries.
• Prepare monthly financial statements in accordance with U.S. GAAP.
• Prepare monthly variance analyses and supporting management reporting.
• Maintain an organized, timely, and accurate close process.
• Ensure accounting records accurately reflect the organization’s financial position.

General Ledger & Accounting Operations

• Maintain the general ledger.
• Oversee routine accounting activities to ensure accuracy and completeness.
• Manage the Accounting Specialist responsible for accounts payable, accounts receivable, cash application, vendor maintenance, and other transactional accounting activities.
• Lead the operational aspects of the cash disbursement process, including vendor validation, electronic payment preparation, and ensuring compliance with established internal controls and approval authority.
• Ensure timely completion of all accounting activities.

Accounts Receivable & Collections

• Own accounts receivable and collection efforts, ensuring timely collection of outstanding customer balances.
• Serve as the primary accounting contact for customer billing and collection matters; partner with customer accounting and accounts payable personnel to resolve payment discrepancies, billing questions, and disputed invoices.
• Coordinate internally with Sales, Client Success, Operations, and executive leadership to resolve customer account issues and support timely collections.
• Review accounts receivable aging, identify collection risks, and recommend appropriate collection strategies.
• Recommend bad debt reserves and customer account write-offs to the CFO, as appropriate.

Audit, Tax & Compliance

• Prepare annual audit schedules and supporting documentation.
• Coordinate audit requests and serve as the primary day-to-day contact for external auditors.
• Prepare tax workpapers and supporting schedules for external tax advisors.
• Coordinate information requests from tax professionals.
• Assist with sales tax, payroll tax, 1099 reporting, and other compliance activities.
• Escalate technical accounting or tax matters to the CFO and Fractional Controller as appropriate.

Financial Systems & Process Improvement

• Execute and maintain accounting policies and procedures.
• Recommend process improvements and automation opportunities.
• Maintain accounting documentation, close checklists, and supporting procedures.
• Assist in optimizing accounting systems and financial reporting processes.
• Support compliance with HITRUST, SOC 2, HIPAA, and other regulatory or control frameworks as they relate to accounting operations.

Technical Accounting

• Research accounting issues and recommend appropriate accounting treatment.
• Draft accounting memoranda and accounting policy documentation.
• Collaborate with the Fractional Controller regarding complex accounting matters.
• Assist with implementation of new accounting standards.
• Maintain a strong understanding of U.S. GAAP, including ASC 606 and other accounting guidance applicable to the organization.

External Reporting, Filings & Stakeholder Requests

• Own the preparation and timely submission of recurring and nonrecurring financial reports, filings, questionnaires, certifications, and other requests from governmental agencies, lenders, investors, customers, prospective customers, insurance carriers, and other external stakeholders.
• Prepare recurring lender reporting packages, covenant compliance certificates, and other reporting required under lending, financing, and investor arrangements.
• Escalate matters requiring technical accounting, tax, legal, regulatory, or executive judgment to the CFO, Fractional Controller, or appropriate external advisor.

Leadership & Collaboration

• Supervise and develop the Accounting Specialist or similar resources.
• Partner with department leaders to improve accounting processes and financial reporting.
• Support budgeting, forecasting, and strategic initiatives as requested by the CFO.
• Provide information and insight to support Board reporting preparation, financing activities, and other corporate initiatives.

Minimum Qualifications

• Bachelor’s degree in Accounting required.
• CPA designation strongly preferred (or active progress toward CPA license).
• 5–8 years of combined progressive accounting experience, preferably inclusive of some public accounting (Big Four or comparable regional firm strongly preferred) and some private industry accounting experience (extra credit for experience in SaaS, software, technology, or other recurring revenue business).
• Strong knowledge of U.S. GAAP and financial reporting requirements.
• Experience with revenue recognition under ASC 606.
• Experience owning significant portions of a monthly financial close.
• Experience preparing financial statements and balance sheet reconciliations.
• Experience working directly with external auditors.
• Strong Microsoft Excel skills and deep experience with QuickBooks Online.
• Excellent analytical, organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities while maintaining exceptional attention to detail.

Compensation & Benefits

Not specified.

Location

Remote