Overview
This role is a Senior Manager position on the Technical Accounting team within the CFO Advisory practice. The organization operates on a hybrid model; however, this position is considered remote and does not require job duties to be performed 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.
The team supports the office of 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 coordination with M&A for pre- and post-transaction support.
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 include in quarterly reviewed and annually audited financial statements; ensure compliance under U.S. GAAP and applicable SEC reporting requirements
- Oversee technical accounting research and documentation related to new accounting guidance, and corresponding client financial statement policies and procedures
- Monitor activities of accounting standard-setting bodies, including the Financial Accounting Standards Board (FASB), the International Accounting Standards Board (IASB), the SEC, and the Public Company Accounting Oversight Board (PCAOB), and support analysis of the accounting and reporting effects of new standards
- Research accounting and disclosure requirements of 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 across external public company reporting
- Organize and communicate assignment and project status
- 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 field
- 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 judgments supporting conclusions
- Proficient 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 and 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
- 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 the total rewards package, which includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded and inclusive parental benefits
- Access to learning and development platforms
Location
Massachusetts