Overview
This role is with the organization’s CFO Advisory practice within the Technical Accounting team. The position supports CFO leaders across startup to upper middle market organizations and helps address strategic, operational, and accounting challenges.
This is a hybrid firm; most professionals are located within a commutable distance to an office. This particular role is considered remote, meaning job duties do not require work performed within proximity of a company office. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
Responsibilities
- Manage and prepare external SEC financial statements and filing processes, including:
- Drafting financial statements
- Preparing equity roll forwards, EPS calculations, footnotes, and Management Discussion & Analysis (MD&A)
- Completing SEC and GAAP checklists for quarterly reviewed and annually audited financial statements
- Ensuring compliance with U.S. GAAP and applicable SEC reporting requirements
- Oversee technical accounting research and documentation for new accounting guidance, as well as related client financial statement policies and procedures
- Monitor accounting standard-setting bodies and support analysis of the accounting and reporting impacts of new standards, including FASB, IASB, SEC, and PCAOB
- Research accounting/disclosure requirements for new accounting standards and transactions, including the effect on a client’s accounting policies and financial documents
- Coordinate with clients and external auditors to gather information for reports; coordinate, review, and collect comments on drafts
- Prepare support files for disclosures and challenge the appropriateness of disclosures
- Complete relevant disclosure checklists and reporting questionnaires
- Provide training, mentoring, and participate in external public company reporting activities
- Organize and communicate assignment and project status
- Identify and proactively engage in business development activities, including expanding client relationships, evaluating new market opportunities, and building relationships on behalf of the firm
Requirements
- Five (5+) years of related progressive experience in public accounting or a mix in similar accounting fields
- Proficiency disaggregating, analyzing, and reconciling consolidated financial data accurately and timely
- Understanding of general accounting policies and procedures at a transaction level
- Direct experience with SEC reporting (Regulation S-X and Regulation S-K) and preparation of financial statements and footnotes for public companies
- Prior experience developing and addressing accounting issues using relevant guidance, including application and judgment supporting conclusions
- Proficient in Microsoft Office applications, specifically Excel, Word, and PowerPoint
- Bachelor’s degree in Accounting
- Three (3+) years of relevant leadership experience (Big 4 or large regional experience preferred)
- Experience leading teams and multiple projects
- Experience with SEC reporting, including working with Workiva (WDesk) or similar SEC reporting tools
- Experience with general ledger systems and reporting packages
- Active CPA, CA, or equivalent
Compensation & Benefits
In Massachusetts, the salary range for a Manager is $110,000 to $180,000. Salary is one component of the organization’s total rewards package, which includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to learning and development platforms
Location
Remote (no requirement to perform duties within proximity to an office), with possible scheduled in-office attendance for client work, team meetings, or trainings. Salary range provided for Massachusetts.