Accounting Policy Manager

Overview

This full-time position is for a Manager of Shareholder Support & Corporate Accounting Policy within the financial services sector. The role reports to the Director of Accounting Policy and involves leading the shareholder support function as well as providing accounting policy support. The position requires collaboration with senior accounting, legal teams, outside counsel, and the majority owner. It also includes responsibilities related to technical accounting research, writing, and special projects such as mergers and acquisitions (M&A).

Location

This role is remote with office locations available in:

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

Compensation & Benefits

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

Responsibilities

• Manage the shareholder support function, working closely with accounting leadership, legal, outside counsel, and majority owner
• Maintain and reconcile the shareholder capitalization table
• Research and respond to shareholder inquiries, collaborating with legal as needed
• Perform periodic shareholder unit reconciliations with outside recordkeepers and trust companies
• Support equity offerings related to business acquisitions in partnership with legal
• Monitor GAAP and SEC standard-setting developments and assess impacts on the organization
• Prepare implementation roadmaps and tracking for new accounting standards
• Analyze complex accounting and financial reporting issues, including educating senior management on impacts of alternative transaction structures
• Develop collaborative relationships with finance, legal, and business leaders
• Organize and deliver technical training presentations on accounting standards
• Conduct accounting analyses for M&A and other transactions, 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 (GED) required
• CPA certification required
• Minimum of 6 years of progressive accounting experience, including technical accounting research and SEC reporting
• Strong knowledge of US GAAP and SEC reporting rules, preferably with experience in wealth management and M&A transactions
• SEC reporting experience required
• Strong attention to detail, analytical, organizational, and problem-solving skills
• Excellent oral and written communication skills, including technical memo writing and direct interaction with shareholders
• Demonstrated ability to manage projects to timely completion
• Ability to work independently and collaboratively in a team environment
• Past shareholder support experience is not required but a strong desire to gain this experience is necessary

Preferred Qualifications

• Additional FINRA and finance-related certifications

Eligibility

Applicants must have valid work authorization in the United States that does not require visa sponsorship now or in the future.

Equal Opportunity

The employer is an equal opportunity organization that values diversity and hires qualified candidates without regard to age, ethnicity, gender identity or expression, nationality, disability, genetic information, race, religion, sexual orientation, socioeconomic status, education, political affiliation, military service, or any other protected characteristic by law.

Recruiting Agencies

Only candidates submitted by contracted recruiting firms for approved searches will be considered. Unsolicited submissions will not be compensated.