Vice President, Accounting and Financial Reporting

Overview

This role provides strategic leadership for the organization’s accounting and financial reporting function. You will lead a team of Managers and Financial Analysts responsible for general ledger accounting, monthly internal financial statements, financial reporting and analysis (actual and forecasted performance), support for business decision-making, quarterly supporting schedules for Internal Audit and external auditors, and compliance with SEC reporting requirements.

You will also ensure compliance with Section 404 of the Sarbanes-Oxley Act (SOX 404) by maintaining effective internal controls over financial reporting, including documented internal control design.

Responsibilities

• Establish and maintain a high-performing organization by monitoring and improving the ten dimensions of organizational health (right people, right number, organizational design, clear expectations, training, performance management, measurement, incentive plans, right environment, tools).
• Serve as a strategic advisor to executive leadership by providing financial insights, technical accounting guidance, and recommendations aligned to business objectives and long-term growth.
• Lead and develop Accounting Managers and Financial Analysts, fostering accountability, collaboration, continuous improvement, and professional growth.
• Ensure monthly internal financial statements are prepared accurately in accordance with GAAP by scheduled deadlines.
• Research, interpret, and implement appropriate accounting policies for new products and services, changes to existing products and services, and/or new accounting guidance.
• Oversee the accurate and timely completion of supporting documentation for Internal Audit and external auditors.
• Provide accurate and timely reporting, analysis, and insights of actual and forecasted financial performance on both a GAAP and non-GAAP basis to inform decision-making and meet stakeholder expectations.
• Ensure various SEC filings and press releases are completed accurately and submitted by established deadlines, including: 10-K, 10-Q, 8-K, 11-K, Proxy and Form 4.
• Research, interpret, and implement appropriate disclosures for changes in business activities and authoritative guidance (U.S. GAAP and SEC Reporting Rules).
• Ensure compliance with SOX 404 by maintaining effective internal controls over financial reporting, including ensuring internal control structure design is adequately documented.
• Establish and execute a finance technology strategy to advance the use of AI, automation, and data-driven insights to enhance efficiency, scalability, and decision-making across the function.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Accounting or Finance.
• Minimum 12+ years of related finance and accounting experience.
• Minimum 5 years of experience managing and developing managers and a professional-level team.
• Certified Public Accountant or equivalent (e.g., Chartered Accountant).
• Extensive experience researching accounting and reporting issues, including interpreting U.S. GAAP and SEC Reporting Rules.
• Extensive experience writing financial analytics for executive-level users.
• Extensive SEC reporting experience in an audit role within a CPA firm and/or a corporate external reporting role.
• Experience designing and evaluating internal controls in an audit role within a CPA firm and/or a corporate internal audit/SOX 404 role.
• Experience designing and implementing process improvements.

Preferred Qualifications

• Master’s degree in Accounting or Finance.
• Experience managing people who manage people.
• Significant experience in the Financial Services industry.
• Significant accounting experience from a large national or regional CPA firm.
• Knowledge of the organization’s operating model and business model.

Compensation & Benefits

• Targeted compensation: $290,000+ base salary + an annual bonus plan
• Benefits package includes:
  • 401(K) match
  • Adoption assistance
  • Parental leave
  • Tuition reimbursement
  • Comprehensive medical/dental/vision
  • Many nonstandard benefits

Location

• California residents: the California Consumer Privacy Act (CCPA) notice applies regarding personal information the organization may collect.