Technical Accounting - Manager

Overview

This role is for a Manager to join the Technical Accounting team within the CFO Advisory practice. The position is remote and does not require job duties to be performed within proximity of an office location. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

The team supports the office of the CFO function for startups through middle market and upper middle market companies, helping CFOs navigate strategic, operational, and accounting challenges. The work also includes support for public and private transaction readiness and coordination with M&A teams for pre- and post-transaction support.

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 to include 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 documentation of new accounting guidance, policies, and procedures impacting client financial statements
• Monitor activities of accounting standard-setting bodies, including the FASB, IASB, SEC, and PCAOB; support analysis of the accounting and reporting effects of new standards
• Research accounting/disclosure requirements for new accounting standards and transactions, considering relevant accounting literature and the effects on client accounting policies and financial documents
• Work with clients and external auditors to collect 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 across 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 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 public company financial statements and footnotes
• Prior experience developing and addressing accounting issues using relevant guidance, application, and judgments supporting conclusions
• Proficiency in 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
• An active CPA, CA or equivalent

Compensation & Benefits

• Location: New York
• Salary range (Manager): $110,000 to $175,000
• Benefits include a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms (as described in the posting).

Equal Opportunity

The employer is an equal opportunity employer committed to a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.