Associate - Audit Support Analyst

🏢 Summary: Audit Project Manager role overseeing complex government audit projects for state agencies and universities, including audit planning, team leadership, compliance oversight, and reporting. The position requires managing audit execution, resources, and stakeholder communication while ensuring adherence to government auditing standards. Limited telecommuting is available, with up to 25% travel within Texas. 🗂️ Requirements: Bachelor's degree in Accounting, Finance, Public Administration, or related field, 5-7 years of auditing experience, 2+ years in managerial or project management role, Government or public sector auditing experience, Knowledge of GAGAS, Ability to interpret state government regulations, Proficiency in audit management software, Proficiency with Microsoft Office Suite, Authorization to work in the U.S., Willingness to travel up to 25% within Texas 📃 Skills: Accounting, Finance, Auditing, GAGAS, GAAS, CPA, CIA, CISA, Microsoft, Excel, Word, PowerPoint 🏢 Description: ANNUAL SALARY: $71,000.00 - $145,221.48/yr HIRE DATE: TBD HOURS PER WEEK: 40; Willingness to travel up to 25% within Texas required. NO. OF OPENINGS: Multiple SPONSORSHIP: Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. General Description: The Audit Project Manager within the State Auditor's Office is responsible for overseeing and managing complex audit projects that evaluate the financial performance, compliance and operational efficiency of state agencies, universities, departments, and programs in accordance with state laws and regulations. This role ensures that audits are conducted in accordance with Generally Accepted Government Auditing Standards and Generally Accepted Auditing Standards. The Audit Project Manager will direct the day-to-day activities of an audit, supervise audit teams, coordinate resources, and ensure that audits are completed within established timelines and hourly budgets. This position is primarily in-office, with limited telecommuting days available based on team and agency needs. Regular onsite attendance is considered an essential function of this position. Key Responsibilities: Audit Planning & Coordination: - Lead the planning including assessing risk and scoping of audit projects. - Develop audit strategies and methodologies in compliance with generally accepted government auditing standards (GAGAS). - Establish project timelines, deliverables, and milestones to ensure audits are completed within expected deadlines. - Collaborate with relevant stakeholders. - Identify areas of potential risk, noncompliance, fraud, or inefficiency in state agencies or programs. Team Management & Supervision: - Lead, mentor, and manage a team of auditors guiding them through the audit process, providing training, feedback, and development opportunities. - Assign audit tasks and monitor team performance to ensure adherence to timelines and quality standards. - Conduct regular meetings to review progress, address challenges, and adjust strategies as needed. Budget & Resource Management: - Manage the budget and resource allocation for assigned audit project, ensuring efficient use of office resources. - Track staffing needs and timelines, and report progress to audit management. Audit Execution & Oversight: - Oversees audit fieldwork to ensure it is conducted as planned. - Review audit documentation and findings to ensure accuracy, thoroughness and compliance with established auditing standards, including evaluating the sufficiency and appropriateness of audit evidence. - Ensure the accuracy and completeness of audit documentation and reports. - Implement quality management procedures to ensure the consistency and reliability of audit findings and conclusions. Communication & Reporting: - Serves as the auditee's primary contact for an audit engagement. - Communicate audit findings and recommendations clearly and effectively to agency leadership, policymakers, and other stakeholders. - Prepare detailed audit reports, highlighting key findings, risks, and recommended improvements to ensure transparency and accountability in state government. Qualifications: - Bachelor's degree in Accounting, Finance, Public Administration, or a related field (Master's degree or relevant certification is a plus). - Certification such as CPA (Certified Public Accountant), CIA (Certified Internal Auditor), or CISA (Certified Information Systems Auditor) strongly preferred. - Minimum of 5-7 years of experience in auditing, including at least 2 years in a managerial role or project management capacity within a governmental or public sector environment. - In-depth knowledge of generally accepted government auditing standards (GAGAS) and ability to interpret state government regulations. - Excellent verbal and written communication skills, with the ability to present complex findings in a clear, understandable manner. - Proficiency in audit management software, Microsoft Office Suite, and other relevant tools. Skills and Competencies: - Strong leadership, project management, and team-building skills. - Ability to manage multiple priorities simultaneously, ensuring adherence to deadlines and quality standards. - Strong analytical and problem-solving abilities, with a focus on identifying risks, inefficiencies, and areas of non-compliance. - Attention to detail, with a commitment to ensuring the highest standards of audit integrity and accuracy. - Advanced critical thinking skills, including the ability to assess the significance of audit findings and determine the impact to the overall audit objectives. The State Auditor's Office is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, or disability in employment or in the provision of services. Applicants should communicate requests for disability-related accommodations during the application process to our Human Resources Office.

🏢 Summary: Senior accounting advisory role supporting financial close, reporting, compliance, ERP implementations, and operational improvements for public and private companies, including PE-backed organizations. The position involves client delivery, team leadership, financial reporting support, and leveraging AI and automation to optimize accounting processes. Hybrid work with up to 40% domestic travel is required. 🗂️ Requirements: 8+ years of advisory and controllership experience, 2+ years of hands-on controllership experience, Experience with PE-backed portfolio companies or middle-market organizations, Bachelor’s degree in Accounting, Finance, or related field, Experience with ERP systems and financial tools, Ability to leverage AI and automation in accounting processes, Experience leading teams and mentoring junior staff, Willingness to travel domestically up to 40%, Ability to work in a hybrid office environment 📃 Skills: NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, Accounting, Finance, ERP, AI, Automation 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. As an Associate Director, you will be responsible for client delivery, leading teams and developing junior team members, and contributing to business development initiatives. Quick Facts - Hybrid work environment - Domestic travel up to 40% - Compensation range: $124,500 - $260,000 per year plus annual bonus and benefits What You'll Do General Accounting Close Support - Aid clients in developing a streamlined monthly close process - Assist with cash-to-accrual conversions and the creation of supporting schedules - Validate the existence of assets and prepare associated roll forwards - Prepare balance sheet reconciliations including intercompany, inventory, cash, and prepaids - Support accounting compliance activities including tax forms, sales tax exemptions, and 1099s - Contribute to preparation of financial statements and development of internal controls and policies - Help prepare budgets or forecasts and develop reports for management or regulatory bodies - Guide implementation of cloud-based finance and accounting systems - Manage preparation of journal entries, invoices, and account reconciliations during closings - Guide companies through external audit processes Financial Reporting Support - Support SEC filings including 10-K, 10-Q, and 8-K filings - Improve financial planning and analysis including budgeting, forecasting, and data analysis - Review monthly internal financial reporting packs - Review monthly regulatory reporting Operations Support - Liaise with business units outside accounting to integrate operations - Advise clients on leveraging AI and automation tools to streamline close processes and improve forecasting - Partner with IT teams to integrate financial systems during acquisitions What You'll Bring - 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 or PE-backed portfolio companies - Experience with ERP systems and tools such as NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, and Python - Ability to leverage AI and automation to optimize accounting processes and reporting accuracy - Proven ability to build strong client relationships - Experience mentoring and leading teams Qualifications - Bachelor’s degree in Accounting, Finance, or related field - CPA or CA certification preferred Benefits Summary - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave policies - Technology stipends - Wellness reimbursement programs

🏢 Summary: Senior accounting advisory role focused on controllership, financial reporting, ERP systems, and operational finance support for public and private companies, including PE-backed organizations. The position combines client delivery, team leadership, process optimization, and technology-enabled transformation with exposure to SEC reporting, audits, and AI-driven automation. 🗂️ Requirements: 8+ years in advisory and controllership roles, 2+ years of hands-on controllership experience, Experience with PE-backed or middle-market organizations, Bachelor’s degree in Accounting, Finance, or related field, Experience with ERP systems and financial tools, Ability to leverage AI and automation in accounting processes, Experience with SEC reporting and financial compliance, Willingness to travel up to 40% domestically, Ability to work in a hybrid office environment 📃 Skills: NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, ERP, AI, Accounting, Finance, Forecasting, Reporting, Auditing 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity–backed portfolio companies. As an Associate Director, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and contributing to business development initiatives. Quick Facts - Hybrid work environment - Domestic travel up to 40% - Compensation range: $124,500 - $260,000 per year plus annual bonus and benefits What You'll Do General Accounting Close Support - Aid clients in developing a streamlined monthly close process - Assist with cash-to-accrual conversions and the creation of supporting schedules - Validate the existence of assets and prepare associated roll forwards - Prepare balance sheet reconciliations including intercompany, inventory, cash, and prepaids - Support accounting compliance activities including tax forms, sales tax exemptions, and 1099s - Contribute to financial statement preparation and development of internal controls and policies - Help prepare budgets, forecasts, and management or regulatory reports - Guide implementation of cloud-based finance and accounting systems - Manage preparation of journal entries, invoices, and account reconciliations during closings - Guide companies through external audit processes Financial Reporting Support - Support SEC filing processes including 10-K, 10-Q, and 8-K filings - Improve financial planning and analysis through budgeting, forecasting, and data analysis - Review monthly internal financial reporting packages - Review monthly regulatory reporting Operations Support - Liaise with business units outside of accounting to integrate operations - Advise clients on AI and automation tools to streamline close processes and improve forecasting - Partner with IT teams to integrate financial systems during acquisitions What You'll Bring - 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 or PE-backed portfolio companies - Experience in professional services including public accounting, advisory, or management consulting - Hands-on experience or significant exposure to ERP systems and tools including NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, and Python - Ability to leverage AI and automation to optimize accounting processes and reporting accuracy - Proven ability to build strong client relationships - Demonstrated success mentoring and leading teams Qualifications - Bachelor’s degree in Accounting, Finance, or related field - CPA or CA certification preferred Benefits Summary - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave policies - Technology stipends - Wellness reimbursement programs

🏢 Summary: Remote Senior Associate role supporting federal financial systems operations, reconciliations, reporting, and modernization initiatives for government stakeholders. The position focuses on ensuring financial data accuracy, monthly close activities, dashboard validation, and system enhancement projects within a federal financial management environment. 🗂️ Requirements: Bachelor's degree in Accounting, Finance, Business, or related field, 6+ years of experience in federal financial management, accounting systems, financial reporting, or systems modernization, 3+ years of experience with federal feeder systems, GL systems, FSDW, trial balances, reconciliations, and Treasury reporting outputs, 3+ years of experience supporting financial systems modernization, data conversion, report migration, dashboard validation, and system enhancement activities, Authorization to work full-time in the United States, Ability to obtain Public Trust Security Clearance 📃 Skills: Accounting, Finance, FSDW, GSM, APLUS, GL, Treasury, Reconciliations, Reporting, Dashboards, Validation, Modernization, Conversion, Migration 🏢 Description: Harnessing Technology to Improve Financial Stewardship for the Welfare, Defense, and Security of Our Nation Job Description: In this position as a Senior Associate, Federal Financial Systems Accountant, you will support federal financial systems operations by leading data validation, reconciliations, and financial reporting activities that ensure the accuracy, integrity, and reliability of accounting data. You will play a key role in monthly close activities, financial reporting, system modernization initiatives, and continuous process improvements while collaborating with government stakeholders and project leadership. Responsibilities: - Perform system data pulls, reconciliations, and validation procedures to ensure the accuracy and completeness of financial information. - Support GSM and APLUS monthly close activities, including cash activity validation, accounting exception report validation, trial balance downloads, and report distribution. - Prepare and maintain reconciliation schedules between feeder systems and accounting systems. - Support FSDW template updates, statement downloads, footnote validation, and trial balance checks. - Research discrepancies between system reports, general ledger balances, and financial reporting outputs. - Support report migration and dashboard validation activities. - Assist the Senior Systems Accountant with modernization, data conversion, and system enhancement analysis. Required Skills: - Bachelor's degree in Accounting, Finance, Business, or a related field. - 6+ years of experience in federal financial management, accounting systems, financial reporting, or systems modernization. - 3+ years of experience with federal feeder systems, general ledger (GL) systems, FSDW, financial reporting, trial balances, reconciliations, and Treasury reporting outputs. - 3+ years of experience supporting financial systems modernization, data conversion, report migration, dashboard validation, and system enhancement activities. Desired Skills: - Experience with federal financial reporting systems, data warehouses, and dashboard/reporting tools. - Experience supporting financial statement preparation, reconciliations, and audit readiness in a federal environment. - Experience with federal financial systems modernization, data conversion, and system implementation initiatives. - Certified Public Accountant (CPA), Certified Government Financial Manager (CGFM), or Certified Defense Financial Manager (CDFM) is strongly preferred. Benefits: - Competitive salary range of $80,000 to $115,000. - Major medical benefits including dental and vision coverage. - 401(k)-contribution plan. - Holiday and personal time off. - Professional development training and certification benefits. - Health and wellness subsidies. - Paid time off for community service. Additional Information: The statements above describe the general nature and level of work anticipated for this role. They are not intended to be an exhaustive list of all duties, responsibilities, or skills required. Reasonable accommodations may be provided for individuals to perform essential job functions. Blake Willson Group participates in E-Verify to confirm employment eligibility and will provide the federal government with Form I-9 information to verify authorization to work in the United States.

🏢 Summary: Hands-on Assistant Controller role focused on leading monthly close activities, supporting US GAAP financial reporting, and strengthening global accounting controls in a fast-growing environment. The position plays a key role in consolidation, general ledger management, audits, payroll accounting, and cross-functional financial operations. This is an opportunity to contribute to process improvements and system implementations within a high-growth organization. 🗂️ Requirements: +3 years of audit experience in a Big Four accounting firm (high-tech industry), Certified Public Accountant (CPA) certification, Proficiency in US GAAP, Experience with NetSuite ERP, Advanced Excel skills, Ability to manage monthly, quarterly, and annual close processes, Experience supporting audits and financial reporting, Fluent written and verbal English 📃 Skills: US-GAAP, NetSuite, Excel, ERP, CPA 🏢 Description: About this role Our Finance team is growing, and we are looking for a hands-on Assistant Controller to play an important role in our day-to-day accounting operations and financial reporting. You will be a key contributor to the monthly close process, ensure data accuracy of our books, and help strengthen controls and processes globally. The role requires strong technical accounting skills, a detail-oriented and ownership-driven mindset, and the ability to operate effectively in a fast-paced, high-growth environment. Responsibilities - Support the monthly, quarterly, and annual close process, including preparation of consolidation, accruals, and account reconciliations. - Assist in the preparation of US GAAP financial statements and supporting reporting packages. - Ensure expenses are recognized in accordance with GAAP and company policies. - Maintain and reconcile the general ledger, ensuring accurate and timely posting of transactions. - Support the annual audit process and serve as a point of contact for auditor requests. - Assist in intercompany reconciliation and elimination processes. - Assist in the implementation and documentation of internal controls. - Support payroll accounting and ensure proper recording of payroll-related transactions. - Support ad hoc financial analysis, reporting, and special projects. - Work cross-functionally with Procurement and other teams to ensure proper booking and compliance with company policies. - Contribute to process improvement initiatives and system implementation efforts. Requirements - +3 years of Audit experience with one of the "Big Four" accounting firms in the high-tech industry. - Certified Accountant (CPA) is a must. - Proficient in US-GAAP. - Hands-on experience with NetSuite ERP — high advantage. - Advanced Excel skills. - High attention to detail, accuracy, and organizational skills. - Strong communication and interpersonal skills. - Ability to manage multiple priorities and meet deadlines in a dynamic environment. - Excellent English — written and verbal. What we offer: - A range of medical, dental and vision benefits. - Stock options for all full-time employees. - Flexible time off without vacation accrual limits, coordinated with manager and team. - 401(k) plan with company match, life insurance, plus long- and short-term disability. - The opportunity to directly improve medical care and impact patient outcomes. Aidoc is deeply committed to creating an inclusive workplace and to the principle of equal opportunity for all individuals.

🏢 Summary: Executive Assistant supporting the CFO (primary) and CEO (secondary) in a high-growth technology environment, focused on executive operations, financial reporting coordination, board and investor logistics, and cross-functional alignment. The role centers on optimizing executive effectiveness through calendar, communication, financial cycle, and project management support. It involves close collaboration with Finance, Accounting, BizOps, and executive stakeholders to ensure rigorous operational execution. 🗂️ Requirements: 7+ years executive support experience for CFO, CEO, or C-level executive, Experience managing complex investor, board, or M&A calendars, Experience coordinating financial reporting cycles and executive materials, Proven ability to handle confidential financial and strategic information, Advanced calendar, inbox, travel, and logistics management, Experience supporting cross-functional finance and executive teams, Ability to manage multiple workstreams and shifting priorities, Proficiency with Google Workspace, Slack, Navan, expense systems, and project management tools 📃 Skills: GoogleWorkspace, Slack, Navan, Spreadsheets, Presentations, FinancialReporting, ExpenseManagement, ProjectManagement, OKRs 🏢 Description: About the Role We are looking for an exceptional Executive Assistant to partner directly with our CFO and CEO and help maximize the effectiveness, focus, and impact of both executive offices. This role is primarily CFO-facing, with the majority of day-to-day work driven by the CFO and related teams, while also providing essential calendar and communication support to the CEO. This role goes beyond calendar management. The Executive Assistant will bring structure and precision to a fast-moving executive environment, supporting investor relationships, financial reporting cycles, M&A coordination, and cross-functional operations across Finance & Strategy, Accounting, BizOps, and Analytics teams. What You'll Do CFO Support & Operations (Primary) - Own and proactively manage the CFO's calendar across daily, weekly, monthly, and quarterly planning horizons. - Manage complex domestic and international travel, including itineraries and contingency planning. - Handle expense reporting, approvals, and administrative workflows. - Support confidential and personal requests with discretion. - Provide operational assistance to Finance & Strategy, Accounting, Analytics, and BizOps teams. - Identify delegation opportunities and improve executive leverage. CEO Support (Secondary) - Monitor and maintain the CEO's calendar, protecting focus time and resolving conflicts. - Oversee inbox triage, flagging high-priority communications. - Draft responses or summaries as needed. - Partner with the Chief of Staff on priorities and meeting cadence. - Ensure preparation for upcoming commitments. Board & External Meeting Coordination - Coordinate logistics for board prep meetings, investor calls, and strategic external meetings. - Support preparation and distribution of board materials and pre-reads. - Track follow-ups and action items from board and investor meetings. - Maintain distribution lists and communication processes. Finance Team & Project Coordination - Gather and coordinate monthly and quarterly financial reporting materials. - Organize Finance leadership meetings and business reviews. - Track deliverables and deadlines across the Finance organization. - Assist with executive presentations, spreadsheets, and financial memos. - Partner with BizOps, FP&A, and Accounting to maintain visibility into OKRs and priorities. Core Team Support & Accountability - Support executive staff operating cadence and action tracking. - Create visibility into executive OKRs and commitments. - Document decisions and ensure follow-through. CFO Offsites & Team Events - Plan and execute CFO offsites and Finance team events. - Coordinate logistics, agendas, communications, and follow-ups. - Manage contractors and vendors as needed. What You Bring - 7+ years of executive support experience, ideally in a high-growth technology company. - Experience managing investor, board, or M&A scheduling. - Outstanding written and verbal communication skills. - Proven discretion with sensitive financial and strategic information. - Exceptional calendar, inbox, travel, and logistics management skills. - Strong cross-functional stakeholder management abilities. - High ownership mindset with strong attention to detail. - Experience with Google Workspace, Slack, Navan, expense systems, and project management tools. - Familiarity with financial reporting cycles or finance/accounting environments preferred. Benefits Additional benefits may include equity, company bonus eligibility, 401(k) plan, paid holidays, flexible PTO, parental leave, employee assistance and wellbeing benefits, global travel coverage, life/AD&D/STD/LTD insurance, FSA/HSA, and medical, dental, and vision coverage. Pay Range Tier 1 Pay Range (San Francisco, New York City, Seattle): $159,000—$198,700 USD Tier 2 Pay Range (All other US Locations): $138,200—$172,700 USD

🏢 Summary: Senior Audit Manager role supporting a federal client, focused on government auditing, audit response management, and oversight of corrective action plans. The position requires extensive Department of Defense audit experience and preparation of audit documentation packages. This role involves managing program documentation and engaging with senior management and independent public accountants. 🗂️ Requirements: 10+ years of DoD government auditing experience, 10+ years of experience providing audit responses to senior management and IPAs, 5+ years of experience preparing PBC and sample document packages, 5+ years of experience preparing and testing Corrective Action Plans (CAPs), Bachelor’s or Master’s degree in Finance, Accounting, Business Administration, Management, Public Administration, or Communication, Proficiency in Microsoft Office, SharePoint, and Google Suite, Strong analytical and critical thinking skills, Ability to communicate effectively in writing and verbally, Ability to manage and maintain program documentation 📃 Skills: Auditing, DoD, PBC, CAP, Microsoft, SharePoint, GoogleSuite, Finance, Accounting, Compliance, Documentation 🏢 Description: Great Hill is seeking a Senior Audit Manager to support a federal client. Description: The Senior Audit Manager will provide government auditing support with a focus on Department of Defense (DoD) audit activities. The role includes delivering audit responses to senior management and Independent Public Accountants (IPAs), preparing Provided by Client (PBC) and sample document packages, and developing and testing Corrective Action Plans (CAPs). The position requires managing and maintaining program documentation and working effectively with internal and external stakeholders. Basic Qualifications: - Ten (10)+ years of DoD Government auditing experience - Ten (10)+ years of experience providing audit responses to senior management and IPAs - Five (5)+ years of experience in preparation of PBC and sample document packages - Five (5)+ years of experience in preparation and testing of Corrective Action Plans (CAPs) - Master’s or Bachelor’s Degree in Finance, Accounting, Business Administration, Management, Public Administration, or Communication - Proficiency in Microsoft Office including SharePoint and Google Suite - Strong analytical, critical thinking, and organizational skills - Proficiency in working at multiple levels with internal and external customers - Ability to communicate clearly and effectively both orally and in writing - Ability to manage and maintain program documents Desired Skills: - Certified Defense Financial Manager (CDFM) and/or Certified Government Financial Management (CGFM) certification Benefits: - Competitive pay - Medical, dental, vision, life, and disability insurance - Voluntary benefits including critical illness, hospital, and accident coverage - Health savings and flexible spending accounts - 401(k) retirement plan - Paid leave programs

🏢 Summary: Accounting Advisory role focused on financial reporting, operational accounting, finance transformation, and client leadership for public and private organizations, including PE-backed companies. The position involves managing close processes, SEC reporting, ERP implementations, AI-enabled accounting improvements, and mentoring teams in a hybrid environment with up to 30% travel. 🗂️ Requirements: 5+ years in advisory, technical accounting, or controllership, Experience in professional services, public accounting, advisory, or consulting, Strong technical and operational accounting expertise, Experience with financial reporting and accounting process improvements, Hands-on experience with ERP systems and reporting tools, Ability to leverage AI and automation tools in accounting processes, Bachelor’s degree in Accounting, Finance, or related field, Willingness to travel domestically up to 30%, Ability to work in a hybrid office environment 📃 Skills: Accounting, ERP, NetSuite, Intacct, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, AI, Automation, SEC, 10-K, 10-Q, 8-K 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. You will bring first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today’s challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites contribution beyond client delivery. Quick Facts General Accounting & Close Support - Lead clients in developing 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 preparation of financial statements. - Assist clients in developing 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. - Oversee the preparation and review of journal entries, reconciliations, and period-end close activities. - Guide clients through efficient external audit processes. Financial Reporting - Support SEC reporting, including the design of reporting processes, restatement assistance, 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 outside of accounting 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 effectively with clients regarding project findings, recommendations, and status updates. - Collaborate with 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. - Help project teams resolve complex accounting and operational issues. - Contribute to developing and implementing 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 leadership to identify compliant opportunities to enhance client solutions and internal processes. What You'll Bring - 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, or management consulting. - 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 preferred. - 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. - Demonstrated ability to responsibly explore and adopt approved AI tools to enhance productivity and innovation. - Openness to learning and applying emerging technologies, including AI and automation. Qualifications - Bachelor’s degree (or higher) in Accounting, Finance, or a related field. - CPA or CA certification preferred. - Experience supporting transactions related to mergers and acquisitions, divestitures, carve-outs, spin-offs, or IPOs preferred but not required. Travel - Willingness to travel domestically up to 30%. - Ability to participate in a hybrid office environment. Compensation and Benefits - Estimated compensation range: $98,000 - $206,000 per year plus annual bonus and additional benefits. - Comprehensive healthcare coverage including medical, dental, and vision. - Flexible spending accounts. - 401(k) with company matching. - Generous parental and maternity leave policies. - Technology stipends and wellness reimbursement programs.

🏢 Summary: Senior advisory role focused on SOX compliance, internal controls, and audit leadership for financial services and related clients. The position involves leading compliance programs, advising on risk and remediation strategies, and collaborating across finance, IT, and audit teams. Includes hybrid work flexibility with travel to client sites in California. 🗂️ Requirements: Bachelor’s degree in Accounting, Economics, Business Management, Finance, or related field, 5 years of experience in a closely related occupation, Expertise in SOX 404(a)/(b) compliance, Experience with risk assessments, control evaluation, and RCM preparation, Experience conducting business process walkthroughs and documentation, Ability to assess and test internal controls over financial reporting, Experience leading audit and advisory engagements, Experience advising senior management on risk mitigation and remediation, Collaboration with finance, IT, internal audit, and external auditors, Experience assessing IT application controls and IT general controls, Ability to travel up to 40% within California 📃 Skills: SOX, GAAP, AuditBoard, Workiva, FloQast, Onspring, Canvas, Excel, PowerBI, MSVisio 🏢 Description: Job Duties Advise clients as an SME on complex SOX issues from initial implementation to partnering with clients through continued compliance. Lead SOX compliance teams at mature public companies and build SOX compliance programs at pre-IPO and newer companies. Provide advice on related areas such as risk assessment preparation, entity level controls, fraud assessment, scope planning, documentation of process flows, process testing on behalf of management, deficiency assessments and remediation, and other client-directed projects. Provide leadership to strategic advisory engagements for financial services and related industry clients. Ensure projects exceed client expectations and are completed effectively. Support teams with conflict resolution resources and tools as needed. Advise project teams and clients to develop process improvements and remediation plans that resolve identified deficiencies. Job Requirements This position requires a Bachelor’s degree (or foreign equivalent) in Accounting, Economics, Business Management, Finance or related field and 5 years of work experience in a closely related occupation. Prior experience must include: - Sarbanes-Oxley (SOX) Compliance: Proficient in SOX 404(a)/(b) compliance, including risk assessments, control evaluation, RCM preparation, and financial statement review with footnote disclosures per accounting standards. - Business Process Walkthroughs & Documentation: Experience conducting inquiry interviews and walkthroughs with client stakeholders to document business processes through narratives and process flowcharts using MS Visio. - Internal Control Evaluation & Optimization: Skilled in assessing and testing internal controls over financial reporting, identifying gaps, and recommending improvements. - Audit & Advisory Engagement Leadership: Experience leading audit and advisory projects, resolving technical accounting issues, and advising senior management on control enhancements, risk mitigation, and remediation strategies. - Cross-Functional Collaboration & Stakeholder Engagement: Experience working with finance, IT, internal audit, and external auditors to ensure SOX and US GAAP compliance. - Technology Enablement & Tools Proficiency: Experience using AuditBoard, Workiva, FloQast, Onspring, Canvas, Excel, Power BI, MS Visio, and related tools for control testing, documentation, and reporting. - Experience assessing IT application controls and IT general controls and collaborating with IT teams to evaluate system impacts on financial reporting and control environments. May work from home up to 3 days per week. 40% travel to client sites within California required. Salary: $145,600 - $200,000/year Benefits Summary The total rewards package includes: - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave - Technology stipends - Wellness reimbursement programs Equal Employment Opportunity (EEO) The employer provides equal employment opportunities to all employees and applicants and complies with all applicable federal, state, and local employment laws.

🏢 Summary: On-site Data Visualization SME role supporting federal financial management modernization through advanced analytics, dashboards, and automated reporting solutions. The position focuses on transforming complex financial and operational data into actionable insights to enhance audit readiness, financial reporting, and executive decision-making. Requires active TS/SCI clearance and strong expertise in BI platforms and financial data analysis. 🗂️ Requirements: Active TS/SCI security clearance, Bachelor's degree in Accounting, Finance, Business, or related field, 6+ years of federal financial management, accounting, auditing, budgeting, or financial reporting experience, 3+ years of experience developing dashboards and data visualizations using Power BI, Tableau, or similar BI platforms, 3+ years of experience analyzing large financial, budgetary, or operational datasets, Experience with SQL, ETL processes, data transformation, and data modeling 📃 Skills: PowerBI, Tableau, SQL, ETL, DAX, DataModeling, DataVisualization, BusinessIntelligence, ERP 🏢 Description: Job Location: This role is 100% on-site in Washington, DC at Joint Base Anacostia-Bolling (JBAB). Clearance: Must have an active TS/SCI Security Clearance. Job Description: In your role as a Data Visualization SME, you will provide expertise supporting financial management modernization efforts through data analytics, visualization, reporting automation, and business intelligence solutions. You will work closely with financial management stakeholders to transform complex financial, budgetary, and operational data into actionable insights that support audit readiness, financial reporting, internal controls, and executive decision-making. In this position, you will: - Design, develop, and maintain enterprise financial dashboards, scorecards, and data visualizations that support financial reporting, audit readiness, and organizational performance management. - Analyze large financial and operational datasets from multiple source systems to identify trends, anomalies, risks, and opportunities for process improvement. - Develop automated reporting solutions that improve the accuracy, consistency, and timeliness of financial information provided to leadership. - Translate complex financial management requirements into intuitive visualizations and reporting products for both technical and non-technical audiences. - Support audit readiness initiatives through data analysis, reconciliation activities, and reporting of key financial metrics. - Develop data models, business rules, and reporting logic to support financial statement preparation, audit support, and management reporting. - Collaborate with functional and technical stakeholders to improve data quality, governance, and reporting capabilities across financial management systems. - Perform financial data validation and reconciliation activities to ensure completeness, accuracy, and reliability of reporting outputs. - Develop standard operating procedures (SOPs), reporting documentation, data dictionaries, and visualization governance artifacts. - Support the development of corrective action plans (CAPs), remediation strategies, and performance monitoring solutions related to audit findings and financial management initiatives. - Research emerging technologies, analytics methodologies, and data visualization best practices to enhance organizational reporting capabilities. - Present analytical findings and recommendations to senior leadership and client stakeholders. Required Skills: - Bachelor's degree in Accounting, Finance, Business, or a related field. - 6+ years of experience supporting federal financial management, accounting, auditing, budgeting, or financial reporting initiatives. - 3+ years of experience developing data visualizations, dashboards, and reporting solutions using Power BI, Tableau, or similar business intelligence platforms. - 3+ years of experience analyzing and interpreting large financial, budgetary, or operational datasets. Desired Skills: - Strong understanding of data governance, data quality, and reporting best practices. - CPA, CDFM, CGFM, Microsoft Power BI Data Analyst Associate, Tableau Certified Data Analyst, or similar certification. - Experience developing Power BI semantic models, DAX measures, calculated columns, and advanced visualizations. - Experience integrating data from ERP, accounting, budget, or financial management systems. - Familiarity with OMB Circular A-123, FMFIA, FFMIA, FASAB, and federal financial reporting requirements. - Experience supporting audit remediation, audit liaison activities, CAP development, and NFR remediation. - Experience with SQL, ETL processes, data transformation, and data modeling. - Excellent oral and written communication skills. - Experience briefing senior executives and translating technical findings into business-focused recommendations. Compensation and Benefits: For this position, we offer a competitive salary range of $140,000 to $170,000 in the United States. Your individual salary within this range will be determined by various factors, including but not limited to your education, experience, skills, and geographic location. We also provide a comprehensive Total Rewards package, which includes major medical benefits such as dental and vision coverage, a 401(k)-contribution plan, holiday and personal time off, professional development training & certification benefits, health & wellness subsidies, paid time off for community service, and more.