Technical Accounting - Manager

Overview

The organization is seeking a Manager to join the Technical Accounting team within the CFO Advisory practice.

This is a remote position; job duties do not need to be performed within proximity of an office location. However, remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

The team supports CFO functions for startups through middle market and upper middle market companies, including assistance with strategic, operational, and accounting challenges, and pre- and post-transaction support in partnership with M&A.

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)
  • Completing 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 client financial statements
• Monitor activities of accounting standard-setting bodies, including FASB, IASB, 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 client accounting policies and financial documents
• Work with clients and external auditors to collect information for the above 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
  • 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) and preparation of financial statements and footnotes for public companies
• Prior experience developing and addressing accounting issues using relevant guidance, including application of judgment to support 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 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

Compensation & Benefits

• New York salary range (Manager): $110,000 to $175,000
• Salary is one component of a total rewards package that includes:
  • Discretionary performance bonus
  • Generous paid time off
  • Expanded and inclusive parental benefits
  • Access to learning and development platforms

Location

• New York
• Remote (scheduled office presence may be required for client work, team meetings, or trainings)