Technical Accounting - Manager

Overview

This role is for a Manager to join the Technical Accounting team within the CFO Advisory practice.

The organization offers a hybrid work model. While the position is considered remote (i.e., job duties do not require working within proximity of an office location), remote employees may be required to be onsite 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
  • Preparing equity roll forwards
  • Calculating EPS
  • Developing footnotes
  • Preparing 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 applicable SEC reporting requirements
• 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 the FASB, IASB, SEC, and the PCAOB, and support analysis of accounting and reporting impacts of new standards
• Research accounting/disclosure requirements of new accounting standards and transactions, considering relevant accounting literature and assessing effects on clients’ accounting policies and financial documents
• Work with clients and external auditors to gather 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, mentoring, and participation in external public company reporting
• Organize and communicate assignment and project status
• 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 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) and 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 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 working with 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 a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.

Location

• Remote (hybrid firm): job duties do not require working within proximity of a company office location, though onsite attendance may be required with scheduled notice for client work, team meetings, or trainings.
• California: salary range applies to this location.