Overview
This role supports the CFO Advisory practice within the organization’s Technical Accounting team. The position is considered remote, but you may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
The team works across startups through middle market and upper middle market companies, supporting CFOs with strategic, operational, and accounting challenges, including pre- and post-transaction support in partnership with the M&A group.
Responsibilities
- Oversee general accounting operations, including verifying and controlling 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 and year-end closes
- Assist in directing internal and external audits to ensure compliance
- Ensure accuracy and effectiveness in accounting tasks; suggest process improvements
- 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 support budget development
- Verify, allocate, post, and reconcile 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 professionally at all levels
- Strong desire and proven ability to drive and lead corporate accounting processes and procedures including 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, with 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
Location
Remote (with possible requirements for scheduled in-office presence for client work, team meetings, or trainings).
In California, the salary range is $90,000 to $145,000.