Technical Accounting - Manager

Overview

This role is a Manager position within the Technical Accounting team in the CFO Advisory practice at a professional services organization.

The organization uses a hybrid work model. Most professionals work within commuting distance of an office. This position is considered remote, meaning job duties do not need to be performed within proximity of an office location; however, remote employees may be asked to be onsite with scheduled notice for client work, team meetings, or trainings.

The team supports the CFO function for startups and middle market to upper middle market companies, helping navigate strategic, operational, and accounting challenges. Support includes preparation for public or private transactions and coordination with the M&A group for pre- and post-transaction needs.

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 included in 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 associated client policies and procedures impacting 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 and disclosure requirements of new accounting standards and transactions, including the effect 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 and mentoring across external public company reporting
• Organize and communicate status for assignments and projects
• Proactively identify and 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 for public companies
• Prior experience developing and addressing accounting issues using relevant guidance, application, and judgments supporting conclusions
• Proficiency 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
• Active CPA, CA, or equivalent

Preferred Qualifications

• Big 4 or large regional experience

Compensation & Benefits

• The organization offers a Total Rewards package that includes:
  • Generous PTO
  • Flexible work environment
  • Expanded parental leave
  • Extensive learning and development
  • Paid time off for employees to volunteer

Location

• Remote (with possible scheduled onsite requirements for client work, team meetings, or trainings). Most other roles in the organization are located within commuting distance to an office.