Technical Accounting - Manager

Overview

This role is a Manager position on the Technical Accounting team within the CFO Advisory practice. The organization supports CFOs across startups to middle market and upper middle market companies, helping navigate strategic, operational, and accounting challenges.

This is a hybrid firm. The position is considered remote, meaning day-to-day duties do not need to be performed within proximity to an office location. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

Responsibilities include but are not limited to:

• 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 inclusion in quarterly reviewed and annually audited financial statements, ensuring compliance under U.S. GAAP and SEC reporting requirements, as applicable
• Oversee technical accounting research and document new accounting guidance, policies, and procedures impacting clients’ 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), and support analysis of the accounting and reporting effects of new standards
• Research accounting/disclosure requirements of new accounting standards and transactions, considering relevant accounting literature and the effect on clients’ 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 the appropriateness of disclosures; complete relevant disclosure checklists and reporting questionnaires
• Provide training, mentoring, and participate in 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 with relevant guidance, application, and judgments supporting conclusions
• Proficient 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

Preferred Qualifications

• Big 4 or large regional experience preferred

Compensation & Benefits

In California, the salary range for a Manager is $115,000 to $175,000. Salary is one component of the total rewards package, which includes:

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

Location

• Remote (with possible scheduled in-office presence for client work, team meetings, or trainings)
• California (salary range applies)