Financial Consulting Manager - Finance as a Service

About the role

We are seeking an experienced Manager to join our growing Finance-as-a-Service (FaaS) practice, supporting publicly traded companies and private companies preparing for an initial public offering (IPO). This role is ideal for an accounting professional who thrives in a client-service environment and possesses a strong understanding of public company accounting processes, internal controls, and financial close operations. The Manager will serve as a trusted advisor to clients, overseeing accounting operations, reviewing complex accounting activities, and helping clients build scalable, audit-ready finance functions.

Responsibilities

• Serve as a key member of client engagement teams supporting public companies and IPO-bound organizations.
• Manage and review monthly, quarterly, and annual close activities to ensure accuracy, completeness, and timeliness.
• Review account reconciliations, journal entries, and supporting schedules to ensure they meet public company and audit standards.
• Evaluate accounting processes and identify opportunities to strengthen internal controls and improve operational efficiency.
• Assist clients in building and maintaining a robust control environment consistent with public company expectations.
• Oversee engagement workstreams while mentoring and coaching staff.
• Coordinate with client management, auditors, and cross-functional advisory teams to ensure seamless service delivery.
• Assist in the evaluation of complex accounting matters, including stock-based compensation, debt accounting, and other technical accounting areas.
• Identify engagement risks proactively and escalate issues appropriately while developing practical solutions.
• Support clients through periods of rapid growth, transformation, capital raises, and IPO readiness initiatives.
• Contribute to business development efforts by strengthening client relationships and identifying opportunities to expand services.

Qualifications

Required

• Bachelor's degree in Accounting or Finance.
• 6+ years of progressive accounting experience.
• Experience in public accounting and/or corporate accounting within a publicly traded company environment.
• Strong understanding of month-end close processes, financial reporting, and account reconciliation procedures.
• Knowledge of internal controls over financial reporting and audit readiness requirements.
• Experience reviewing accounting work performed by others and providing constructive feedback.
• Strong analytical, problem-solving, and project management skills.

Preferred

• CPA
• Experience supporting public companies or organizations preparing for an IPO.
• Exposure to stock-based compensation accounting.
• Exposure to debt accounting, including publicly issued or complex financing arrangements.
• Familiarity with SOX compliance, risk assessments, and internal control frameworks.
• Experience working with external auditors and managing audit support processes.
• Experience with ERP systems such as NetSuite, Sage Intacct, Quickbooks Online

Desired Leadership & Client Service Skills

The ideal candidate will:

• Operate independently with minimal supervision.
• Demonstrate initiative and proactively identify risks, challenges, and areas requiring additional expertise.
• Balance multiple client priorities while maintaining exceptional attention to detail.
• Build strong, trusted relationships with client executives, controllers, accounting teams, and auditors.
• Collaborate effectively across service lines, partnering with professionals in technical accounting, SEC reporting, transaction advisory, tax, and other consulting disciplines.
• Exhibit executive presence, professionalism, and a client-first mindset.

Pay

Compensation Range: $95,400 - $192,000

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.