Technical Accounting - Senior Associate

Overview

This role is a Senior Associate position on the Technical Accounting team within the CFO Advisory practice. The employer operates a hybrid work model; most professionals are located within commuting distance of an office. This position is considered remote, meaning job duties are not required to be performed within proximity of an office location. Remote employees may be asked 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 across startups and companies in the middle market and upper middle market. Responsibilities include helping CFOs navigate strategic, operational, and accounting challenges, supporting preparation for public or private transactions, and working closely with M&A teams for pre- and post-transaction support.

Responsibilities

• Oversee general accounting operations, including controlling and verifying financial transactions:
  • Verify, allocate, post, and reconcile accounts payable and receivable
• Reconcile account balances and bank statements
• Maintain the general ledger and prepare month-end closes and year-end closes
• Support internal and external audits to ensure compliance
• Ensure accuracy and effectiveness in accounting tasks; suggest ways to improve efficiency and spending
• Produce error-free accounting reports and present results
• Review and recommend modifications to accounting systems and procedures
• Analyze financial information and summarize financial status
• Prepare financial statements and produce budgets, including verifying, allocating, posting, and reconciling accounts payable and receivable
• Assist with tax audits and tax returns
• Direct internal and external audits to ensure compliance
• Develop and document business processes and accounting policies; strengthen internal controls

Requirements

• Bachelor’s degree in Accounting or Finance
• Relevant certification (CMA or CPA) is preferred
• Minimum 2 years of experience in accounting and finance functions and processes
• In-depth understanding of GAAP (Generally Accepted Accounting Principles), including financial statement preparation and analysis
• Proven ability to drive and lead corporate accounting processes such as cash management, AR/AP, month-end close, payroll, and benefits
• Demonstrated ability to communicate and interact in a highly professional manner at all levels
• Strong desire and ability to drive and lead corporate accounting processes and procedures such as cash management, AR/AP, month-end close, payroll, and benefits
• Highly driven and self-motivated with a hands-on approach to ensure deliverables are produced on time with high quality
• Strong problem-solving and analytical skills; strong accuracy and attention to detail; aptitude for numbers and quantitative work
• Ability to handle multiple priorities and meet critical deadlines
• Highly proficient in Microsoft Office Suite (Word, PowerPoint, Excel, Visio, Project)
• Ability to work flexible hours in support of the business

Preferred Qualifications

• SAP experience preferred
• Relevant certification (CMA or CPA)

Compensation & Benefits

The employer offers a Total Rewards package that includes:

• Generous PTO
• Flexible work environment
• Expanded parental leave
• Extensive learning & development
• Paid time off for employees to volunteer

Location

Remote (not required to perform job duties within proximity of an office location). Scheduled in-office presence may be required with notice for client work, team meetings, or trainings.