Technical Accounting - Manager

Overview

This role is for a Manager on the Technical Accounting team within the CFO Advisory practice. The position supports CFO-function engagements from startups through middle market and upper middle market companies, assisting with strategic, operational, and accounting challenges, including pre- and post-transaction support for public or private transactions.

The employer operates in a hybrid model. While this role is considered remote, scheduled on-site presence may be required for client work, team meetings, or trainings with notice.

Responsibilities

• Manage and prepare external SEC financial statements and filing processes, including drafting financial statements, equity roll forwards, EPS calculations, footnotes, and Management Discussion & Analysis (MD&A)
• Complete SEC and GAAP checklists for inclusion in quarterly reviewed and annually audited financial statements; ensure compliance with U.S. GAAP and SEC reporting requirements, as applicable
• Oversee technical accounting research and documentation of new accounting guidance, and associated client policies and procedures
• Monitor activities of accounting standard-setting bodies, including FASB, IASB, the SEC, and the PCAOB, and support analysis of 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 the client’s accounting policies and financial documents
• Coordinate with clients and external auditors to gather information for reporting; 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 participate in external public company reporting activities
• Organize and communicate assignment and project status
• Proactively engage in business development, 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 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, including application and judgment 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

• Location: Massachusetts
• Salary range for Manager: $110,000 to $180,000
• Total rewards include: discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.

Equal Employment Opportunity

All qualified applicants 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 based on disability.