Overview
An opportunity is available for a Manager to join the Technical Accounting team within the CFO Advisory practice.
This role is remote. While the position does not require day-to-day work to be performed within proximity of an office location, remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
The team supports the CFO function from startups through middle market and upper middle market companies, helping finance and accounting leaders navigate strategic, operational, and accounting challenges. Responsibilities include supporting public or private transaction preparation and coordinating with M&A on pre- and post-transaction support.
Responsibilities
- Manage and prepare external SEC financial statements and filing processes, including drafting financial statements, equity roll forward, EPS calculation, footnotes, and Management Discussion & Analysis (MD&A)
- Complete SEC and GAAP checklists for quarterly reviewed and annually audited financial statements, ensuring compliance with U.S. GAAP and SEC reporting requirements, as applicable
- Oversee technical accounting research and documentation of new accounting guidance, policies, and procedures impacting clients’ financial statements
- Monitor activities of accounting standard-setting bodies including FASB, IASB, SEC, and PCAOB, and support analysis of accounting and reporting effects of new standards
- Research accounting/disclosure requirements of new standards and transactions, considering relevant accounting literature and the effect on clients’ accounting policies and financial documents
- Coordinate with clients and external auditors to collect information for reports; review drafts, collect comments, prepare support files for disclosures, challenge the appropriateness of disclosures, and complete disclosure checklists and reporting questionnaires
- Provide training and mentoring across external public company reporting
- Organize and communicate status related to assignments and projects
- 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 field
- 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 S-K) and preparation of financial statements and footnotes of public companies
- Prior experience developing and addressing accounting issues using relevant guidance, including application of guidance, and judgments supporting conclusions
- Proficiency in Microsoft Office, 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 and Workiva (WDesk) or similar SEC reporting tools
- Experience working with general ledger systems and reporting packages
- Active CPA, CA, or equivalent
Compensation & Benefits
In New York, the salary range for a Manager is $110,000 to $175,000.
Salary is one component of the 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. May require scheduled on-site presence for client work, team meetings, or trainings.
In New York, the salary range for a Manager is $110,000 to $175,000.