Overview
This role supports the organization’s CFO Advisory practice within the Technical Accounting team. The position is remote, meaning job duties do not require performance 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.
This team works with the office of the CFO function across startups to middle market and upper middle market companies, helping CFOs navigate strategic, operational, and accounting challenges. Support includes preparation for public or private transactions and pre- and post-transaction assistance in coordination with the M&A group.
Responsibilities
- Oversee general accounting operations by controlling and verifying financial transactions:
- Verify, allocate, post, and reconcile accounts payable and receivable
- Reconcile account balances and bank statements while maintaining the general ledger
- Prepare month-end closes and year-end closes
- Help direct internal and external audits to ensure compliance
- Ensure accuracy and effectiveness across accounting tasks; suggest improvements to 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
- Verify, allocate, post, and reconcile accounts payable and receivables
- 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 including cash management, AR/AP, month-end close, payroll and benefits
- Demonstrated ability to communicate and interact professionally at all levels
- Strong, hands-on ability to drive and lead corporate accounting processes and procedures, ensuring deliverables are produced on time with high quality
- Highly driven and self-motivated
- Strong problem-solving and analytical skills, with strong accuracy and attention to detail
- 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
- SAP experience preferred
Compensation & Benefits
In California, the salary range for an Advisory Senior Associate is $90,000 to $145,000. Salary is one component of a total rewards package that includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded, inclusive parental benefits
- Access to learning and development platforms
- Paid time off for employees to volunteer
Location
Remote (no requirement to perform duties within proximity of an office location). Scheduled notice may be provided for client work, team meetings, or trainings.