Technical Accounting - Senior Manager

Overview

This role is a Senior Manager position in Technical Accounting within the CFO Advisory practice.

The organization supports CFO functions for startups through middle market and upper middle market companies, including pre- and post-transaction support in coordination with M&A teams. Work is hybrid across the firm, but this specific role is considered remote—duties do not require being 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.

Responsibilities

• Manage and prepare external SEC financial statements and filing processes, including drafting of financial statements, equity roll forward, EPS calculation, footnotes, and Management Discussion & Analysis (MD&A)
• Complete SEC and GAAP checklists to include in quarterly reviewed and annually audited financial statements; ensure 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 activities of accounting standard-setting bodies, including FASB, IASB, the SEC, and the PCAOB; support analysis of the accounting and reporting effects of new standards
• Research accounting and disclosure requirements for new accounting standards and transactions, considering relevant accounting literature and the effect 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 relevant disclosure checklists and reporting questionnaires
• Provide training and mentoring, including participation in all aspects of external public company reporting
• Organize and communicate status related to assignments and projects
• Proactively engage in business development, 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, including application and judgments supporting conclusions
• Proficient in Microsoft Office, specifically 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 Workiva (WDesk) or similar SEC reporting tools
• Experience working with general ledger systems and reporting packages
• Active CPA, CA, or equivalent

Preferred Qualifications

• Life Science-specific industry experience

Compensation & Benefits

• In Massachusetts, the salary range for a Senior Manager is $150,000 to $250,000.
• Salary is one component of a total rewards package that includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.

Location

• Remote (no requirement to perform job duties within proximity of an office location), with possible scheduled in-office presence for client work, team meetings, or trainings.
• Massachusetts

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against based on disability.