Technical Accounting - Manager

Overview

This role is a Manager position on the Technical Accounting team within the CFO Advisory practice.

The employer operates as a hybrid organization, but this position is considered remote. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

The CFO Advisory team supports startups to middle market to upper middle market companies, helping CFOs navigate strategic, operational, and accounting challenges. The group assists with preparing for public or private transactions and provides pre- and post-transaction support in collaboration with the M&A group.

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, policies, and procedures impacting client financial statements
• Monitor activities of accounting standard-setting bodies, including FASB, IASB, SEC, and PCAOB; support analysis of accounting and reporting effects of new standards
• Research accounting/disclosure requirements of new accounting standards and transactions, considering relevant accounting literature and the impact on client accounting policies and financial documents
• Work with clients and external auditors to collect information and support preparation of 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, including participation in all aspects of 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 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 applying judgments supporting conclusions
• Proficiency with 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

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 (may require occasional in-office presence with scheduled notice for client work, team meetings, or trainings). In California, the salary range is $115,000 to $175,000.