Accounting and CFO Advisory Manager

About the role

Our Accounting and CFO Advisory Services department provides fractional accounting, controller and CFO advisory services to early and mid-stage companies until they are ready to build their own internal finance teams. This high-profile position interacts with our internal team and interfaces directly with external clients. This position is for a strong technical accounting and financial professional who thrives in an ever-changing environment.

Responsibilities

• Client Operations: Oversee daily accounting workflows, month-end close and timely financial statement preparation for multiple clients, while providing excellent client service.
• Advisory Services: Provide strategic financial guidance and compliance support (including sales tax, property tax, state registrations). Work with external auditors to ensure a clean and timely year-end audit.
• Team Development And Leadership: Training and management of Associates and Senior Associates to ensure all financial reporting and compliance filing deadlines are met.
• Software And AI: Proficiency in modern cloud accounting tools and applications; ability to structure controls and processes using such tools.

Qualifications

• Bachelor's degree in Accounting and/or Master's degree in Accountancy
• Active CPA license
• 5+ years of relevant experience with month-end close, financial reporting and accounting management experience
• Demonstrated ability to project manage and support multiple clients at once
• Familiarity with AI tools
• Strong interpersonal and communication skills
• Self-starter who enjoys multi-tasking, learning, and working in a dynamic and supportive environment
• Exceptional MS Office skills
• Experience with QuickBooks, NetSuite, Ramp, Brex, Carta, Rippling, Gusto, and similar tools

Pay

The expected salary range for this position is $125,000 – $160,000 per year. Actual placement within this range is determined by the candidate’s experience, qualifications, education, and geographic area.