Manage client accounting relationships, financial planning, forecasting, reporting, month-end close, audits, tax preparation, compliance, and process improvement. Lead client presentations, onboarding, financial analysis, and business decision support while developing accounting policies and overseeing a team of accountants and managers. The role requires expertise in US GAAP, revenue recognition, consolidations, payroll, tax compliance, and accounting software.
Who We Are
We are a full-service business operations firm specializing in accounting, finance, and consulting solutions tailored to a diverse portfolio of clients. Our standout clients are innovators and leaders in industries such as technology, design, manufacturing, e-commerce, and music.
Our mission is to support our clients in managing essential business operations — from bookkeeping, payroll, and financial forecasting to HR and other strategic business initiatives. We work closely with our clients as trusted partners, helping them optimize operations and unlock their full potential.
Who You Are
You are a seasoned Accounting Manager with a strong finance background and a passion for business operations. You’ll partner with clients across diverse industries, delivering in-depth financial analysis and strategic guidance. You’re a solutions-driven professional who thrives on solving problems and creating exceptional client experiences. With proven leadership skills, you enjoy guiding teams and excel at operating independently in fast-paced environments.
What You’ll Do
Client Services
- Partner with clients across diverse industries to deliver high-quality service
- Build and manage long-term client relationships
- Provide guidance on financial planning, budgeting, forecasting, and cash flow management
- Conduct presentations clearly and professionally to and on behalf of clients
- Support day-to-day client business decision-making with data-driven insights
- Lead monthly or bi-monthly client presentations on business performance
- Oversee new client onboarding
Accounting
- Manage client accounts, relationships, and expectations, including developing financial models and analysis
- Oversee accounting processes and provide evaluation and guidance
- Review and refine processes to drive continuous improvement
- Develop and document accounting policies and procedures
- Ensure compliance with federal, state, and local requirements; advise leadership on necessary actions
- Lead annual financial, tax and insurance audits
- Support clients through audit and tax preparation cycles
- Prepare and deliver financial statements to clients and senior management
- Track and report financial data, providing clear insights and recommendations
- Create ad hoc analyses and reports to identify trends and business opportunities
Management
- Lead the monthly close process and finalize financial statements
- Build, train, and mentor a growing team of accountants and managers
- Serve as a resource and advisor for team members and leadership
What You Bring
- Strong background in operational/managerial accounting and finance
- Hands-on experience overseeing full-cycle accounting for growth-stage or middle-market companies
- Strong knowledge of US GAAP
- Familiarity with GAAP revenue recognition and diverse revenue models
- Undergraduate degree in Accounting or Finance
- Proven track record of presenting financial insights to CEOs, CFOs, and executives
- Experience collaborating across departments to develop processes and deliver actionable financial data
- Leadership experience managing teams through ongoing accounting functions and month-end close
- Proficiency in preparing financial statements, handling intercompany transactions, and consolidations
- Skilled in General Ledger software (QuickBooks, NetSuite, Sage, SAP) and related tools (Bill.com, Shopify, Carta, etc.)
- Strong payroll and HR/payroll knowledge, including PEO experience
- Familiarity with tax compliance, sales tax requirements, and related tools
- Advanced Excel skills
Location
- 3 days in-office (home address commutable to office) AND 2 days remote
Current Benefits
- Flexible Workplace Program (Hybrid)
- Generous Paid Time Off and Holiday pay
- Health Insurance
- 401(k) Match
- Paid Parental/Family Leave
- Commuter Benefits
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