Technical Accounting - Manager

Overview

This role is a Manager position supporting the Technical Accounting team within the CFO Advisory practice. The organization supports clients from startups to middle market and upper middle market companies, helping CFOs navigate strategic, operational, and accounting challenges—including support for pre- and post-transaction activities and collaboration with M&A teams.

This is a hybrid/hybrid-remote arrangement. Most professionals are located within a commutable distance to a company office. This position is considered remote and does not require that job duties be performed within proximity of a company office location. However, 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, 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
• Ensure compliance with U.S. GAAP and SEC reporting requirements, as applicable
• Oversee technical accounting research and documentation of new accounting guidance, including policies and procedures impacting client financial statements
• Monitor activities of accounting standard-setting bodies, including the Financial Accounting Standards Board (FASB), the International Accounting Standards Board (IASB), the SEC, and the Public Company Accounting Oversight Board (PCAOB); support analysis of accounting and reporting effects of new standards
• Research accounting and disclosure requirements of new accounting standards and transactions, using relevant accounting literature and assessing impacts to clients’ accounting policies and financial documents
• Work with clients and external auditors to collect information for reports; coordinate, review, and collect comments on drafts; prepare support files for disclosures; challenge the 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

Requirements

• Five (5+) years of related progressive experience in public accounting or a mix in similar accounting fields
• Proficiency in 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), including preparation of financial statements and footnotes for public companies
• Prior experience developing and addressing accounting issues using relevant guidance, application, and judgments supporting conclusions
• Proficiency with 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
• An 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 total rewards package, which includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms

Location

• Massachusetts

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.