Overview
This role is a Manager position on the Technical Accounting team within the CFO Advisory practice.
The employer is a hybrid organization. While the position is considered remote (job duties do not require work to be performed within proximity of a company office), 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
- Preparing equity roll forward
- Calculating EPS
- Drafting footnotes
- Preparing Management Discussion & Analysis (MD&A)
- Completing SEC and GAAP checklists for inclusion 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 clients’ financial statements.
- Monitor activities of accounting standard-setting bodies, including FASB, IASB, SEC, and 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 the effect on clients’ accounting policies and financial documents.
- Work with clients and external auditors to collect information and support report preparation, including coordinating, reviewing, and collecting comments on drafts; preparing support files for disclosures; challenging the appropriateness of disclosures; and completing disclosure checklists and reporting questionnaires.
- Provide training, mentoring, and participate 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 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 of public companies.
- Prior experience developing and addressing accounting issues using relevant guidance, including application of standards 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.
- An active CPA, CA, or equivalent.
Preferred Qualifications
- Big 4 or large regional experience.
Compensation & Benefits
A Total Rewards package is provided, including:
- Generous PTO
- Flexible work environment
- Expanded parental leave
- Extensive learning & development
- Paid time off for employees to volunteer
Location
Remote position. Work does not require duties to be performed within proximity of an office location, but scheduled notice may be provided for in-office presence for client work, team meetings, or trainings.
Equal Opportunity
The employer is an equal opportunity employer committed to a diverse and inclusive workplace. All qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and are not discriminated against based on disability.
(Additional recruitment and applicant-handling policies may apply, including how accommodations are requested and policies on unsolicited resumes from third-party recruiters.)