Associate Director – Accounting Advisory (Operational Accounting/Controller)

What You'll Do:

General Accounting Close Support

Aid clients in developing a streamlined monthly close process

Assist with cash-to-accrual conversions and the creation of supporting schedules

Validate the existence of assets and prepare associated roll forwards

Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)

Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies

Help prepare budgets or forecasts and develop reports for management or regulatory bodies

Guide the implementation of cloud-based finance and accounting systems

Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings

Guide companies through efficient external audit processes

Financial Reporting Support

Support SEC filing, design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings

Improve financial planning and analysis (budgeting, forecasting, data analysis)

Review of monthly internal financial reporting packs

Review of monthly regulatory reporting

Operations Support

Liaise with business units outside of accounting to integrate business operations

Advise clients on leveraging AI and automation tools to streamline close processes, improve forecasting, and enhance data driven decision making

Partner with IT teams to integrate financial systems during acquisitions

What You'll Bring:

8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies, supported by a strong foundation in professional services (public accounting, advisory firm, or management consulting firm) and 2+ years of hands-on Controllership experience in emerging growth middle market organizations and/or PE-backed portfolio companies (Software SAAS or Healthcare, or a broad B2B industry exposure preferred)
Hands-on experience – OR – significant exposure to various ERP systems and tools such as: NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python
Ability to leverage AI and automation to optimize accounting processes, enhance reporting accuracy, and drive operational efficiency
Proven ability to build strong client relationships
Track record as an influential change agent, championing, organizing and successfully implementing new ideas and initiatives efficiently
Demonstrated success in mentoring and leading teams, helping project teams resolve multi-faceted issues

Qualifications:

• Bachelor’s degree in in Accounting, Finance, or related field
• CPA or CA certification preferred

Travel:

Willingness to travel domestically up to 40%. Travel varies based on client preferences. (With that said, our approach to travel is a thoughtful, meaningful one and we do our best to avoid scheduling back-to-back extended travel projects.  Even so, travel will vary project-to-project based on client preferences and may sometimes come in “bursts.")
Ability to participate in a hybrid office environment