Technical Accounting - Senior Manager

Overview

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

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

This is a hybrid firm; most professionals are located within a commutable distance to an office. This position is remote, meaning day-to-day job duties do not require work to be performed within proximity of an office. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

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 to support quarterly reviewed and annually audited financial statements, ensuring compliance with U.S. GAAP and applicable SEC reporting requirements
• Oversee technical accounting research and documentation of new accounting guidance, policies, and procedures impacting client financial statements
• Monitor standard-setting bodies and support analysis of accounting and reporting effects of new standards, including FASB, IASB, SEC, and PCAOB
• Research accounting and disclosure requirements of new accounting standards and transactions, considering relevant accounting literature and assessing impacts 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 disclosure checklists and reporting questionnaires
• Provide training and mentoring across external public company reporting
• Organize and communicate status related to assignments and projects
• Identify and proactively engage in business development activities, including expanding client relationships, evaluating new market opportunities, and building relationships on behalf of the firm

Requirements

• Eight (8) years of related progressive experience in public accounting or a mix in similar accounting fields
• Proficiency 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 of public companies
• Prior experience developing and addressing accounting issues using relevant guidance, application, and judgment supporting conclusions
• Proficiency in Microsoft Office (Excel, Word, and PowerPoint)
• Bachelor’s degree in Accounting
• Eight (8) years of relevant leadership experience (Big 4 or large regional experience preferred)
• Experience leading teams and multiple projects
• Experience with SEC reporting, including working with 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 preferred

Compensation & Benefits

In New York, the salary range for a Senior Manager is $150,000 to $250,000.

Salary 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 position
• May require scheduled in-office presence for client work, team meetings, or trainings
• Office proximity is generally expected for most professionals, with this role specifically described as remote
• Salary information provided for New York