Associate Director – Accounting Advisory (Operational Accounting/Controller)

About the role

We are an advisory firm dedicated to fostering a collaborative, enthusiastic, generous, and perseverant environment. Our services cover accounting and risk, technology-enabled transformation, and transactions. We partner with clients to address their challenges and achieve long-term success.

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 various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc.
• 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
• 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
• Liaise with business units outside of accounting to integrate business 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
• 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

Our benefits package includes 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, all designed to support both professional growth and personal well-being.