Accounting Policy Manager

Overview

This full-time position on the Corporate Controller team involves leading the shareholder support function and providing accounting policy support. The role reports to the Director of Accounting Policy and requires collaboration with the Chief Accounting Officer, Legal Department, outside counsel, and the majority owner. It also includes assisting with special projects such as mergers and acquisitions (M&A).

Responsibilities

• Manage the shareholder support function in coordination with accounting, legal, and ownership stakeholders
• Maintain the shareholder capitalization table
• Research and respond to shareholder inquiries, collaborating with legal as needed
• Perform periodic shareholder unit reconciliations with external recordkeepers and trust companies
• Support additional equity offerings related to business acquisitions in partnership with legal
• Monitor developments in GAAP and SEC regulations
• Identify impacts of new accounting standards and prepare implementation roadmaps
• Analyze complex accounting and financial reporting issues, assisting senior management education on transaction impacts
• Develop collaborative relationships with finance, legal, and business leaders
• Organize and deliver technical training presentations on standard-setting developments
• Conduct accounting analyses for transactions including M&A, drafting technical memorandums documenting conclusions and coordinating with external auditors
• Assist the External Reporting team with audited financial statement reviews
• Provide support on special projects, including M&A activities, as assigned

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field; High School Diploma or equivalent required
• CPA certification required
• Minimum of 6 years progressive accounting experience including technical accounting research and SEC reporting
• Knowledge of US GAAP and SEC reporting rules, preferably with application to wealth management and M&A transactions
• Strong attention to detail, analytical, organizational, and problem-solving skills
• Excellent oral and written communication skills, including technical memo writing and shareholder interaction
• Demonstrated project management skills to meet deadlines
• Ability to work independently and collaboratively
• SEC reporting experience required
• Willingness to gain shareholder support experience (prior experience not required)

Preferred Qualifications

• Additional FINRA and finance-related certifications

Compensation & Benefits

• Salary range: $100,000 - $125,000 per year plus annual bonus
• Actual compensation determined based on location, skills, licensure, experience, and education
• Benefits include health, vision, dental insurance, 401(k), paid time off, volunteer days, and more

Location

This role is remote with office locations available in:

• Atlanta, GA
• La Vista, NE
• Oakdale, MN
• Scottsdale, AZ
• St. Petersburg, FL

Additional Information

• Applicants must have valid work authorization in the US without requiring visa sponsorship
• Only candidates meeting minimum qualifications will be considered
• Recruiting agencies must have prior approval to submit candidates; unsolicited submissions will not be compensated

Equal Opportunity

The employer is an equal opportunity organization committed to diversity and inclusion, hiring without regard to age, ethnicity, gender identity, nationality, disability, religion, sexual orientation, or any other protected characteristic.