Technical Accounting - Manager

Overview

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

The employer is a hybrid firm. While many professionals work within commuting distance of an office, this position is remote, meaning job duties do not need 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 CFO functions for startups through middle market and upper middle market companies, helping navigate strategic, operational, and accounting challenges. The group also supports preparation for public or private transactions and works closely with M&A teams on 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)
  • Completing SEC and GAAP checklists for quarterly reviewed and annually audited financial statements
  • Ensuring compliance with U.S. GAAP and SEC reporting requirements, as applicable
• Oversee technical accounting research and documentation of new accounting guidance, and related client financial statement policies and procedures
• Monitor accounting standard-setting bodies, including FASB, IASB, SEC, and 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 effects 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 and participate in 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 a similar accounting field
• Proficiency in disaggregating, analyzing, and reconciling consolidated financial data accurately and on a timely basis
• 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, application, and judgments supporting conclusions
• Proficient 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
• Active CPA, CA, or equivalent

Compensation & Benefits

In Massachusetts, the salary range for a Manager is $110,000 to $180,000.

Salary is one component of the total rewards package, which includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms

Location

Remote position (no requirement to perform duties within proximity of an office). Remote employees may be required to attend an office with scheduled notice for client work, team meetings, or trainings.

Salary range provided for Massachusetts.