Jobs · Accounting · California

Manager – Accounting Advisory (Operational Accounting/Controller)

CrossCountry Consulting · San Diego, CA · 2 wk ago
HybridAccounting$98k–$206k/yrFull-time

About the role

We establish an advisory firm grounded in Core Values, focusing on collaboration, enthusiasm, generosity, and perseverance. Our advisory solutions cover accounting, risk, technology-enabled transformation, and transactions. We partner with clients to solve challenges and deliver value, earning awards like Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work.

Responsibilities

  • General Accounting & Close Support
    • Develop streamlined monthly close processes
    • Manage cash-to-accrual conversions and supporting schedules
    • Oversee balance sheet reconciliations, account analyses, and roll forwards
    • Support accounting compliance activities, including tax reporting, sales tax exemptions, 1099 reporting, and financial statement preparation
    • Develop internal controls, accounting policies, and process documentation
    • Support budgeting, forecasting, and management reporting initiatives
    • Guide the implementation and optimization of cloud-based finance and accounting systems
    • Prepare and review journal entries, reconciliations, and period-end close activities
    • Guide clients through efficient external audit processes
  • Financial Reporting Support
    • SEC reporting, including design of reporting processes, restatements, and preparation of Forms 10-K, 10-Q, and 8-K
    • Improve financial planning and analysis through budgeting, forecasting, and data analytics
    • Review monthly internal financial reporting packages
    • Support regulatory reporting requirements
  • Operational Accounting & Transformation
    • Partner with business units to improve financial operations
    • Advise clients on leveraging AI and automation to streamline close processes, improve forecasting, and enhance data-driven decision making
    • Collaborate with IT and finance teams on ERP implementations, finance transformation initiatives, and financial system integrations during acquisitions
    • Support implementation of new accounting standards and accounting policies
  • Client & Project Leadership
    • Communicate with clients regarding project findings, recommendations, and status updates
    • Collaborate with CrossCountry and client teams to identify business issues and develop practical solutions
    • Oversee project administration, including project planning, budgeting, account management, and billing
    • Mentor team members through coaching, regular feedback, performance evaluations, and development opportunities
    • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients in accordance with company policies on data protection, intellectual property, and professional standards
    • Stay informed about emerging AI tools and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

Qualifications

  • 5+ years of experience spanning advisory, technical accounting, and/or controllership functions with commercial organizations or PE-backed portfolio companies
  • Prior experience in professional services (public accounting, advisory firm, or management consulting firm)
  • Experience supporting middle-market and emerging growth organizations, with exposure to Software/SaaS, Healthcare, or other B2B industries preferred
  • Strong operational and technical accounting background, including experience researching complex accounting issues and implementing accounting policies
  • Experience supporting financial reporting, operational accounting, finance transformation, and accounting process improvements
  • Experience with transaction-related accounting activities, including mergers and acquisitions, carve-outs, divestitures, or IPO readiness is preferred but not required
  • Hands-on experience or significant exposure to ERP systems and reporting tools such as NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, Workiva, DFIN, Tableau, Power BI, Alteryx, Snowflake, SQL, or Python
  • Demonstrated ability to leverage AI and automation tools to improve accounting processes, reporting accuracy, and operational efficiency
  • Strong client relationship management and communication skills
  • Experience mentoring and developing junior team members
  • Professionalism and discretion when interacting with executives and clients
  • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
  • Continuous Learning Mindset: Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards

Benefits

The CrossCountry total rewards 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. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: here.

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