Manager, Financial Reporting - Tech Industry Clients

Overview

This role offers the opportunity to work remotely anywhere in the US, focusing on financial reporting, budgeting, forecasting, and providing technical accounting support primarily within the technology industry.

Responsibilities

• Review and deliver financial reports and key performance indicators (KPIs).
• Assist with budgeting, forecasting, and cash flow modeling.
• Provide technical accounting assistance to clients and internal teams.
• Develop and coach staff and senior accountants.
• Collaborate with advisory teams and external partners.
• Identify opportunities to transition clients to higher-value services in partnership with advisory teams.
• Assist with onboarding new clients, including system setup and process documentation.
• Monitor team KPIs and implement process improvements.
• Support integration of new technology platforms and train team members on system enhancements.

Requirements

• Bachelor’s degree in Accounting, Finance, or Business.
• 4–6 years of experience in public or private accounting, preferably within the technology industry.
• At least 3 years of experience managing associates and/or teams.
• Strong understanding of financial reporting, including preparation and analysis of financial statements, KPIs, and cash flow.
• Familiarity with technology industry dynamics, including subscription-based or SaaS revenue recognition (ASC 606 preferred).
• Experience supporting growing organizations, including exposure to capital raises, process improvement, or scaling operations.
• Ability to build strong client relationships and effectively partner with internal and external stakeholders.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Experience with accounting systems such as QuickBooks Online and Sage Intacct, and ability to adopt new technologies.
• CPA or similar certification preferred.
• Ability to travel up to 10%.

Compensation & Benefits

• Estimated base pay range: $97,000 to $145,000. Offers typically are not made at the maximum to allow for future salary increases.
• Eligibility for an annual discretionary bonus based on individual and firm performance.
• Comprehensive benefits including multiple health plan options (HMO & PPO), dental and vision coverage, HSA with potential employer contribution, Employee Assistance Program.
• Firm-sponsored basic life and short- and long-term disability coverage.
• 401(k) savings plan with profit sharing and employer matching contributions.
• Well-being incentives, education and certification assistance.
• Flexible time off, family care leave, parental leave, and family formation benefits.
• Additional voluntary benefits such as critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D insurance.
• Eligibility for benefits depends on annual hours, position status/level, and location.

Equal Opportunity

The employer is an equal opportunity/affirmative action organization. All candidates will receive consideration without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other protected characteristic under federal, state, or local laws.

Reasonable accommodations are available for applicants with disabilities throughout the recruitment process upon request.

Location

Remote (anywhere in the United States)