Technical Accounting - Senior Associate

Overview

This role is for a Senior Associate to join the Technical Accounting team within the CFO Advisory practice.

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

The position is remote. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

• Oversee general accounting operations by controlling and verifying financial transactions, including:
  • 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
• Help direct internal and external audits to ensure compliance
• Ensure accuracy and effectiveness of 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 produce budgets, including verifying, allocating, posting, and reconciling accounts payable and receivable
• Assist with tax audits and tax returns; help direct internal and external audits to ensure compliance
• Develop and document business processes and accounting policies; strengthen internal controls

Requirements

• Bachelors Degree in Accounting or Finance
• Minimum 2 years of experience in accounting and finance functions and processes
• In depth understanding of GAAP (Generally Accepted Accounting Principles), including understanding of 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 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

Preferred Qualifications

• Relevant certification (CMA or CPA)
• SAP experience

Compensation & Benefits

In California, the salary range for an Advisory Senior Associate is $90,000 to $145,000.

Compensation is one component of the total rewards package, which includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded, inclusive parental benefits
• Access to learning and development platforms

Location

Remote (may require occasional scheduled in-office presence for client work, team meetings, or trainings).