Overview
This role is a Manager position on the Technical Accounting team within the CFO Advisory practice.
The organization is a hybrid employer, and many professionals work within a commutable distance to an office. This position is considered remote, meaning job duties do not need 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
- 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 included in quarterly reviewed and annually audited financial statements, ensuring compliance under U.S. GAAP and applicable SEC reporting requirements
- Oversee technical accounting research and documentation of new accounting guidance, including related policies and procedures impacting the client’s financial statements
- Monitor activities of key accounting and oversight bodies, including the FASB, IASB, SEC, and PCAOB, and support analysis of the accounting and reporting effects of new standards
- Research accounting and disclosure requirements for new accounting standards and transactions, including how relevant literature affects the client’s accounting policies and financial documents
- Work with clients and external auditors to collect information and input into reports; coordinate, review, and collect comments on drafts; prepare support files for disclosures; challenge appropriateness of disclosures
- Complete relevant 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
- Coordinate with the M&A group to support pre- and post-transaction needs
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 on a timely basis
- 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 of the guidance and judgments 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 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 California, the salary range for a Manager is $115,000 to $175,000
- Salary is one component of a total rewards package that includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms
Location
- Remote (no requirement to perform duties within proximity of an office location)
- Additional in-office presence may be required with scheduled notice for client work, team meetings, or trainings
- Salary disclosure applies to California