Associate Director – Accounting Advisory (Operational Accounting/Controller)

About the role

We are an advisory firm committed to Core Values of collaboration, enthusiasm, generosity, and perseverance. Our services span accounting, risk, technology, and transactions, and we are recognized for our awards and employee satisfaction.

Responsibilities

• Aid clients in developing a streamlined monthly close process
• Support 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.)
• Contribute to accounting compliance, including tax forms, sales tax exemptions, 1099s, etc.
• Develop budgets or forecasts and prepare financial statements
• 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
• Support SEC filings, design of reporting processes, restatements, and traditional financial statements
• Review monthly internal financial reporting packs and regulatory reporting
• Liaise with business units outside of accounting to integrate operations
• Advises 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

Requirements

• 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies
• 2+ years of hands-on Controllership experience in emerging growth middle market organizations and/or PE-backed portfolio companies
• 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
• 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 Accounting, Finance, or related field
• CPA or CA certification preferred

Benefits

Comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs.

Pay

An estimate of the current range is $124,500 - $260,000 per year + annual bonus + additional benefits.

Schedule

Willingness to travel domestically up to 40%. Travel varies based on client preferences.