Controllership and SEC Managed Services - Senior Manager

Overview

This role is a Senior Manager position within the Controllership & SEC Financial Reporting Managed Services team in the CFO Advisory practice.

The organization is a hybrid employer, and most professionals are located within a commutable distance to an office. This position is considered remote, meaning job duties are not required to be performed within proximity of an office location. Remote employees may be asked to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

• Support business development and sales efforts for controllership and SEC reporting services, including:
  • Preparation of marketing collateral
  • Active participation on prospect calls
  • Preparation of proposals
  • Attendance at events and conferences
• Lead a team responsible for day-to-day activities for clients, including:
  • Accounts payable
  • Cash disbursements
  • Invoicing/billing
  • Collections
  • Payroll
  • General accounting functions
• Manage the month-end, quarter-end, and year-end close processes, including account reconciliations and financial reporting.
• Assess procure-to-pay processes and recommend improvements.
• Lead projects to transition accounting records from cash basis to accrual basis accounting under U.S. GAAP.
• Coordinate and support client financial statement audits.
• Assign projects and direct staff to ensure quality, compliance, and timely delivery.
• Develop cash flow forecasts and management reporting packages with KPIs.
• Identify and proactively engage in business development activities, including:
  • Expanding client relationships
  • Evaluating new market opportunities
  • Building relationships on behalf of the firm
• Lead the SEC Financial Reporting Managed/Outsourced Services practice and recurring SEC reporting engagements.
• Manage preparation and review of Forms 10-K, 10-Q, 8-K, proxy statements, registration statements, and earnings release support.
• Advise clients on SEC regulations, U.S. GAAP, XBRL requirements, and emerging disclosure standards.
• Identify technical accounting needs across clients and coordinate with the Technical Accounting Team to provide guidance on complex transactions.
• Partner with client management, audit committees, external auditors, and legal counsel.
• Oversee disclosure review processes and identify/coordinate SOX/ICFR compliance initiatives with the Risk Advisory specialty practice.
• Support IPO readiness, public company readiness, carve-outs, and capital markets transactions.
• Mentor and develop team members and monitor regulatory developments from the SEC, FASB, and PCAOB.

Requirements

• Driven, self-starter mentality with strong accountability and leadership skills.
• Ability to work collaboratively and lead multiple service lines simultaneously.
• Strong analytical, problem-solving, and decision-making capabilities.
• Exceptional verbal and written communication skills.
• Ability to present to C-suite executives, Boards, and Audit Committees.
• Bachelor’s degree in Accounting, Finance, or related field.
• CPA designation required; MBA or other advanced credentials preferred.
• Experience leading teams, projects, and client engagements.
• Experience with NetSuite, Intacct, QuickBooks, Workiva, OneStream, BlackLine, CCH, Adaptive Planning, or similar platforms.
• 10+ years of experience in controllership, financial reporting, public accounting, technical accounting, SEC reporting, or related advisory services.
• Strong knowledge of U.S. GAAP, SEC reporting requirements, PCAOB standards, SOX compliance, and ICFR.
• Experience preparing, reviewing, or managing SEC filings including Forms 10-K, 10-Q, 8-K, proxy statements, and registration statements.
• Experience supporting public-company finance organizations and capital markets transactions preferred.
• Proficiency in Microsoft Office applications.
• Travel will be required for this role.

Compensation & Benefits

The organization provides a Total Rewards package that includes:

• Generous PTO
• Flexible work environment
• Expanded parental leave
• Extensive learning & development
• Paid time off for employees to volunteer

Location

Remote (no requirement to perform job duties within proximity of an office location). Scheduled office presence may be required for client work, team meetings, or trainings.