Senior Manager, Technical Accounting and Reporting Advisory
About the role
The Senior Manager will play a key role within our Capital Markets Transactions (CMT) group within Assurance - Technical Accounting & Reporting. This individual will oversee complex engagements related to IPO/SPAC readiness and execution, as well as other transactions and technical accounting projects. You'll manage multiple workstreams simultaneously, providing technical guidance, project oversight, and cross-functional coordination to ensure high-quality delivery to clients. The role offers exposure to a variety of industries, business models, and financial accounting areas, supporting career growth and professional development.
Responsibilities
- Oversee day-to-day operations of IPO, SPAC, and other CMT advisory engagements.
- Identify, prepare, and participate in proposals and marketplace activities.
- Lead IPO readiness and execution engagements, including project planning, stakeholder management, and delivery of key milestones.
- Strengthen client relationships and generate additional engagement opportunities through excellent quality, timely execution, and a strategic approach to service delivery.
- Supervise, coach, and mentor all levels of staff; conduct performance reviews and contribute to performance feedback and training.
- Assist clients in preparing the financial and reporting aspects of an IPO/SPAC, including:
- Assessing public company readiness.
- SEC reporting requirements.
- Technical accounting matters.
- GAAP conversion from or into international accounting standards (e.g., IFRS or US GAAP).
- Preparation of financial disclosures, including assisting with SEC documents.
- Services implementing corporate governance structures, streamlined close processes, consolidated reporting, investor relations, human capital, and operational improvements.
- Oversee multiple workstreams concurrently, ensuring alignment, timely execution, and adherence to project objectives.
- Provide technical expertise on accounting and financial reporting matters related to transactions.
- Manage engagement economics, budgets, and resource allocation.
- Develop, maintain, and leverage internal contacts across Deloitte businesses.
- Serve as an advisor to newly public and private clients on accounting and financial reporting.
- Stay connected to market trends to develop future innovative solutions.
- Utilize Microsoft Office Suite (Excel, PowerPoint) to deliver high-quality analyses and presentations.
- Leverage industry knowledge in financial services, crypto, technology, and/or aerospace and defense (prior experience in these sectors is a plus).
- Research and document accounting issues, ensuring alignment with applicable accounting standards.
- Analyze complex documents, synthesize, and summarize key facts for stakeholders.
- Apply creative thinking and problem-solving skills to manage multiple engagements independently.
- Foster and manage strong client relationships as a trusted advisor.
- Lead, motivate, and manage teams comprising members at all levels of experience.
- Provide on-the-job training and demonstrate a passion for teaching and mentoring others.
- Thrive in a fast-paced, collaborative team environment, adapting to changing priorities.
- Exhibit superior project and time management abilities to meet deadlines and deliver results.
- Communicate complex issues clearly and succinctly, supported by strong presentation skills.
- Expand market presence by networking and building strategic relationships within the industry.
- Work efficiently and effectively within virtual and remote team environments.
- Stay current on regulatory and capital markets developments impacting clients and engagements.
Qualifications
Required:
- Bachelor's degree in accounting or related field.
- 8+ years of public accounting or equivalent experience, ideally within a public accounting and/or advisory environment.
- 5+ years of experience in managing and supervising teams.
- Deep understanding of capital markets transactions (e.g., IPOs, SPACs, and other equity/debt offerings).
- Strong technical accounting and financial reporting background.
- Proven ability to lead complex, multi-threaded projects with competing priorities.
- Excellent communication, stakeholder management, and project leadership skills.
- Strong and up-to-date technical knowledge of US GAAP accounting standards.
- One of the following certifications: CPA (in office state), CFA, CRISC, PMP, or other related certification.
- Reside within a commutable distance of your assigned office with the ability to commute daily, if required.
- Ability to co-locate on average 3 times a week, with variations based on work/projects and client locations.
- Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve.
- Limited immigration sponsorship may be available.
Preferred:
- Advanced degree in accounting or related field.
- Proficient in the use of Microsoft Office Suite, especially Excel and PowerPoint.
- Financial services, crypto, technology, and/or aerospace and defense industry experience.
- Experience in financial reporting and SEC requirements of IPOs.
Pay
The wage range for this role is $161,925 - $269,875. The range considers factors such as skill sets, experience, training, licensure, certifications, and business needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on individual and organizational performance. You may also be eligible to participate in a discretionary annual incentive program, subject to program rules, where awards depend on various factors, including performance.
Schedule
- Ability to co-locate on average 3 times a week, with variations based on work/projects and client locations.
- Travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve.
The team
Our team culture is collaborative and encourages team members to take initiative and seek on-the-job learning opportunities. Audit professionals are committed to excellence and enhancing trust in the investing public and capital markets. Quality is our top priority, and by focusing on innovation, we continue to raise the bar on quality and deliver greater value to our clients.