Vice President- GAAP Accounting

Description Overview

We are seeking an experienced accounting professional to lead the conversion of our existing cash-basis books to GAAP-compliant financials and to manage ongoing GAAP accounting operations. This role is central to our financial infrastructure and will serve as the primary accounting authority, working closely with senior leadership and external tax advisors. This position reports directly to the Director of Accounting.

Key Responsibilities

• End-to-end conversion of cash-basis accounting records to accrual-basis GAAP financials, including restatement of historical periods as applicable.
• Establish and document accounting policies, procedures, and internal controls consistent with GAAP requirements, including balance sheet account reconciliations, prepaid and accrual schedules, etc.
• Work with Finance stakeholders to Identify and resolve differences between cash and accrual treatments across revenue recognition, compensation, deferred items, prepaid expenses, accrued liabilities, and fixed assets.
• Cook with established Cash Accountants to determine necessary Cash Basis to GAAP adjustments needed for GAAP compliant books.
• Work with the Finance stakeholders to serve as liaison with external auditors and tax advisors.
• Manage tax provision calculations and coordinate with CPA firm on federal, state, and local tax filings.
• Maintain oversight of the tax return preparation process.
• Monitor changes in GAAP standards and tax regulations and assess impact on the organization.
• Support financial due diligence, audits, or financing transactions as needed.
• Aid in the evaluation and implementation of accounting systems, ERP upgrades, or automation tools.
• Develop management reporting frameworks and KPI dashboards for senior leadership.
• Participate in strategic planning and ad hoc financial analysis as directed.

Qualifications

• CPA designation preferred; Bachelor's Degree in Accounting or Finance required.
• 8-12 years of progressive accounting experience; a combination of public accounting and private industry strongly preferred.
• Deep technical knowledge of and ability to apply U.S. GAAP to transactions and financial reporting.
• Partnership income tax experience helpful.
• Proficiency in accounting software (NetSuite preferred); advanced Excel skills.
• Strong analytical, organizational, and communication skills; ability to work independently and manage competing priorities.

About Wolfe

Wolfe Research, LLC is a premier independent sell-side research firm with a commitment to best-in-class content and ongoing strategic growth. We produce the most objective and distinguished research across our covered sectors, and deliver our services with intense care and specificity to each of our institutional clients. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent. The firm has established a leading reputation for sector and macro research. Our QES product provides leading stock selection models, cutting edge portfolio analytics and hedging tools, highly ranked ESG product, and back-tested alternative data. Wolfe Research’s analysts were voted #6 on a weighted basis for equity research during 2025 by institutional clients in the prestigious “Institutional Investor” All-America Research Poll, trailing only significantly larger bulge bracket firms, who have historically not been viewed as our peers. We strive for excellence in every facet of our business, and we will continue to differentiate ourselves by maintaining the highest standards for effort, client service, thoughtfulness, and integrity. Wolfe remains committed to providing a home for the top-ranked, most innovative and inspired analysts and sales people, and places significant emphasis and resources on mentoring talent. For more information about Wolfe Research, please visit us at: www.wolferesearch.com

Equal Opportunity

We recruit, employ, train, compensate and promote regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.