Assistant Controller

🏢 Summary: Asset Manager role focused on optimizing single-family rental and build-to-rent portfolios by driving NOI growth, performance reporting, and strategic decision-making. The position partners cross-functionally to manage budgets, variance analysis, investor reporting, and lifecycle decisions including leasing, renewals, acquisitions, and dispositions. This role requires strong financial modeling, data analysis, and BI expertise to turn large datasets into actionable insights and operational improvements. 🗂️ Requirements: 5+ years of asset management experience in multifamily, BTR, or SFR properties, Bachelor's degree or equivalent experience, Strong understanding of SFR, BTR, or multifamily operational metrics and NOI drivers, Advanced proficiency in Microsoft Excel and Google Sheets, Experience building annual budgets and performing budget-to-actual variance analysis, Ability to analyze large datasets and translate financial results into operational insights, Experience with BI tools such as Sigma or similar, Authorization to work in the U.S. without H1-B sponsorship, Successful completion of background investigation 📃 Skills: Excel, GoogleSheets, Sigma, BI, FinancialModeling, VarianceAnalysis, Budgeting, DataAnalysis, Reporting, AI, Automation 🏢 Description: About the Role Roofstock is looking to hire an analytical, entrepreneurial, and experienced Asset Manager to join the Mynd Investment Management team. This team player will be intimately familiar with the mechanics of optimizing rental properties, regardless of geographic location, to produce desired outcomes for investments of varying classes, and manage the operational nuances of various investor types. The Asset Management team will apply their expertise to influence all high value operating decisions with the goal of maximizing NOI and helping our investors achieve their goals, all while providing excellent service. The Asset Manager will advise property managers at a regional market level through all crucial decisions in the investment lifecycle including leasing, marketing, renewals, rent recommendations, revenue management, turns, value-add capex, budget review, variance analysis, portfolio expansion and dispositions. The Asset Manager will play a critical role in monitoring market and investor performance trends to shape strategic initiatives company wide. The Asset Manager will enhance company performance through model maintenance, reporting development, and performance evaluation. Responsibilities - Serve as the primary point of contact for Asset Management clients and own accurate, timely weekly, monthly, quarterly, and ad hoc performance reporting - Develop a deep understanding of each institutional partner's goals and produce recommendations aligned with their investment strategy - Review portfolio performance to identify trends, diagnose root causes, and recommend strategies that improve NOI, occupancy, revenue, rent growth, renewals, turns, and leasing velocity - Partner cross-functionally with Property Management, Leasing, Rent Underwriting, Construction, Accounting, Data, Dispositions, and Acquisitions to drive execution against owner goals - Support annual budgets for large scattered-site SFR portfolios and smaller BTR communities - Lead monthly budget-to-actual variance analysis by identifying key trends, explaining operational drivers, and partnering with Accounting to validate results - Leverage Excel, Google Sheets, Sigma, and other reporting tools to analyze large data sets, validate reporting, identify inconsistencies, and turn data into actionable recommendations - Partner with internal data teams to improve visibility into operational performance through dashboards, KPI reporting, and ad hoc analysis - Produce financial reports and maintain models for lender tape deliverables and other investor or lender reporting needs - Monitor recently acquired assets, complete periodic hold/sell analysis, and provide data-driven insights to support acquisition and disposition strategy - Advise the Buying Team on market trends, real estate opportunities, and buy box strategies - Develop and improve Asset Management SOPs, workflows, trackers, and templates used by cross-functional teams - Use AI tools and emerging technologies to improve reporting accuracy, reduce manual work, automate repeatable workflows, and streamline daily tasks while maintaining proper review and validation - Maintain broad market knowledge, including trends, demand drivers, rents, values, and operating conditions - Participate in occasional market visits as needed Qualifications - 5+ years of asset management experience with multifamily, BTR, or SFR properties - Bachelor's degree or equivalent experience required - Strong understanding of SFR, BTR, or multifamily operations, including occupancy, leasing, renewals, turns, pricing, concessions, expenses, and NOI drivers - Advanced proficiency in Microsoft Excel and Google Sheets, including large data sets, pivots, lookups, formulas, data validation, and ad hoc analysis - Experience with Sigma or similar BI tools preferred - Experience building annual budgets, supporting reforecasts, and preparing monthly budget-to-actual variance analysis - Ability to connect financial results to operational drivers and clearly explain trends to internal stakeholders and institutional investors - Ability to interface with high-level institutional investors and communicate performance, risks, recommendations, and tradeoffs clearly - Ability to influence cross-functional teams without direct authority and drive execution across multiple stakeholders - Excellent organizational, time management, follow-up, written, and verbal communication skills - High degree of ownership, attention to detail, and bias toward action - Comfortable with change, technology, ambiguity, and process improvement - Curiosity and willingness to use AI, automation, and emerging technologies to improve efficiency while maintaining proper validation and judgment - Experience working in a high-tempo, high-growth, team-oriented organization - Solid analytical, problem-solving, and negotiating skills Travel Required Occasional market visits required. Compensation $110,000 - $140,000 annual base salary plus eligibility for quarterly performance incentives tied to individual and/or company performance. Competitive & Unique Benefits Package - Generous PTO Policy - 13 Paid Holidays - Volunteer Time Off - Paid Parental Leave - 401k Program - Wellness and home office/cell phone subsidies - Robust health, dental, vision insurance, and more Must be authorized to work in the U.S. is a precondition of employment and the company is unable to sponsor H1-B Visas at this time. Any offer of employment is conditioned upon the successful completion of a background investigation. Commitment to Equal Employment Opportunity The company provides equal opportunity in all employment practices to all qualified employees and applicants without regard to legally protected characteristics. All employment decisions are made without unlawful discrimination.

🏢 Summary: Vendor Manager role focused on building and managing third-party maintenance vendor networks for single-family rental properties, driving vendor performance through KPIs and SLAs, and supporting repairs, maintenance, and renovation operations. The position requires strong vendor relationship management, analytical skills, and experience with residential field operations in a fast-paced environment. 🗂️ Requirements: 5+ years of vendor relationship management experience, Experience with residential repairs and maintenance field operations, Strong analytical and pricing evaluation skills, Experience making data-driven decisions using reporting, Proficiency with Google Docs, Sheets, and Slides, Ability to manage vendor performance against KPIs and SLAs, Strong organizational and communication skills, Ability to work in a fast-paced startup environment, Authorization to work in the U.S., Ability to travel up to 3 days per week twice monthly 📃 Skills: Google, Docs, Sheets, Slides, Analytics, Reporting, KPI, SLA 🏢 Description: What we do and why we do it As the leading end-to-end investment platform for single-family rental homes (SFR), our mission is to reinvent the rental housing ecosystem for the benefit of all. We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms the way they do it. How it's going (and growing) With a talented team of 750+ Roofsters, our collaborative, can-do culture is what fuels our growth. In 2022, we closed on our Series E, raising $240 million, and have offices in the Bay Area and New York City. Our growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional investors). In 2025, Roofstock took an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services. About the Role A Vendor Manager at Roofstock is pivotal in fostering mutually beneficial relationships with third-party maintenance vendors across our portfolio of single-family homes. Our Vendor Managers are responsible for building and managing a robust vendor network that aligns with our demands for Repairs and Maintenance (R&M), Turn, and Renovation services. In addition to overseeing operational needs, the Vendor Manager will focus on optimizing performance against Key Performance Indicators (KPIs) and ensuring adherence to Service Level Agreements (SLAs). This role requires a strategic and data-driven individual with a strong background in vendor relationship management. Responsibilities - Creating and nurturing mutually beneficial relationships with third-party maintenance vendors - Building and managing a vendor network that meets R&M, Turn, and Renovation demand and operational needs - Driving vendor performance against established KPIs and ensuring adherence to SLAs - Driving product adoption of the vendor portal - Utilizing reporting and analytics to make data-driven decisions that enhance operational effectiveness - Conducting market visits to review vendor quality, build rapport, and vet potential new vendors - Delivering and reviewing vendor performance feedback to the vendor network on a monthly and quarterly basis - Identifying sourcing gaps, prioritizing needs, and recruiting vendors - Negotiating and establishing set pricing structures to optimize cost management - Serving as the vendor's voice to internal teams, ensuring effective communication and collaboration - Providing support to the internal operations team, demonstrating adaptability in addressing operational challenges - Managing, documenting, and resolving escalations - Collaborating and working cross-functionally in a team environment Qualifications - 5+ years of experience leading, developing, and growing vendor relationships - Experience with residential Repairs and Maintenance field operations - Strong analytical capabilities to evaluate performance and understanding of fair and optimal pricing structures - Excellent planning, organization, and delivery skills - Excellent attention to detail - Ability to communicate effectively with internal stakeholders and external customers - Strong interpersonal and communication skills - Ability to thrive in a fast-paced startup environment - Tech-savvy - Experience making data-driven decisions utilizing reporting - Proficiency in Google Suite applications, including Docs, Sheets, and Slides Travel - Travel required: up to 3 days per week, twice monthly Compensation - $80,000/yr. - $90,000/yr. range annually - Compensation may be adjusted based on experience, skills, and interview performance Competitive & Unique Benefits Package - Generous PTO Policy - 12 Paid Holidays - Volunteer Time Off - Paid Parental Leave - 401k Program - Wellness and home office/cell phone subsidies - Robust health, dental, vision insurance, and more Must be authorized to work in the U.S. as a precondition of employment and visa sponsorship is not available. Any offer of employment is conditioned upon the successful completion of a background investigation. Commitment to Equal Employment Opportunity Roofstock is an equal opportunity employer. Employment decisions are made without regard to race, religion, color, sex, age, national origin, ancestry, sexual orientation, physical handicap, mental disability, medical condition, disability, gender or identity or expression, pregnancy or pregnancy-related condition, marital status, height and/or weight.

🏢 Summary: Vendor Manager role focused on building and managing third-party maintenance vendor networks for single-family rental properties, driving vendor performance, and supporting repairs, renovations, and operational efficiency through data-driven decision-making. The position involves vendor relationship management, KPI and SLA oversight, market visits, pricing negotiations, and cross-functional collaboration in a fast-paced environment. 🗂️ Requirements: 5+ years of vendor relationship management experience, Experience with residential repairs and maintenance field operations, Strong analytical and reporting skills, Ability to evaluate pricing structures and vendor performance, Proficiency with Google Docs, Proficiency with Google Sheets, Proficiency with Google Slides, Excellent planning and organizational skills, Ability to work in fast-paced startup environment, Strong communication and interpersonal skills, Ability to travel up to 3 days per week twice monthly, Authorization to work in the U.S. 📃 Skills: GoogleDocs, GoogleSheets, GoogleSlides, Analytics, Reporting, VendorManagement, Maintenance, Renovation, KPIs, SLAs 🏢 Description: What we do and why we do it As the leading end-to-end investment platform for single-family rental homes (SFR), our mission is to reinvent the rental housing ecosystem for the benefit of all. We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms the way they do it. How it's going (and growing) With a talented team of 750+ Roofsters, our collaborative, can-do culture is what fuels our growth. In 2022, we closed on our Series E, raising $240 million, and have offices in the Bay Area and New York City. Our growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional investors). In 2025, Roofstock took an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services. About the Role A Vendor Manager at Roofstock is pivotal in fostering mutually beneficial relationships with third-party maintenance vendors across our portfolio of single-family homes. Vendor Managers are responsible for building and managing a robust vendor network that aligns with demands for Repairs and Maintenance (R&M), Turn, and Renovation services. In addition to overseeing operational needs, the Vendor Manager will focus on optimizing performance against Key Performance Indicators (KPIs) and ensuring adherence to Service Level Agreements (SLAs). This role requires a strategic and data-driven individual with a strong background in vendor relationship management. Responsibilities - Creating and nurturing mutually beneficial relationships with third-party maintenance vendors - Building and managing a vendor network that meets R&M, Turn, and Renovation demand and operational needs - Driving vendor performance against established KPIs and ensuring adherence to SLAs - Driving product adoption of the vendor portal - Utilizing reporting and analytics to make data-driven decisions that enhance operational effectiveness - Conducting market visits to review vendor quality, build rapport, and vet potential new vendors - Delivering and reviewing vendor performance feedback to the vendor network on a monthly and quarterly basis - Identifying sourcing gaps, prioritizing needs, and recruiting vendors - Negotiating and establishing set pricing structures to optimize cost management - Serving as the vendor's voice to internal teams, ensuring effective communication and collaboration - Providing support to the internal operations team, demonstrating adaptability in addressing operational challenges - Managing, documenting, and resolving escalations - Collaborating and working cross-functionally in a team environment Qualifications - 5+ years of experience leading, developing, and growing vendor relationships - Experience with residential Repairs and Maintenance field operations - Strong analytical capabilities to evaluate performance and understanding of fair and optimal pricing structures - Excellent planning, organization, and delivery skills - Excellent attention to detail - Ability to communicate effectively with internal stakeholders and external customers - Excellent interpersonal skills with a range of stakeholders - Ability to thrive in a fast-paced startup environment - Tech-savvy - Experience making data-driven decisions utilizing reporting - Proficient in Google Suite applications, including Docs, Sheets, and Slides Travel - Travel required up to 3 days per week, twice monthly Compensation - $80,000 - $90,000 annually - Compensation may be adjusted based on experience, skills, and interview performance Benefits - Generous PTO Policy - 12 Paid Holidays - Volunteer Time Off - Paid Parental Leave - 401k Program - Wellness and home office/cell phone subsidies - Robust health, dental, and vision insurance Additional Information - Must be authorized to work in the U.S. - Employment is contingent upon successful completion of a background investigation - Equal opportunity employer

🏢 Summary: Vendor Manager role focused on building and managing third-party maintenance vendor networks for single-family rental homes, driving vendor performance through KPIs and SLAs, and supporting repairs, maintenance, and renovation operations. The position requires strong vendor relationship management, analytical skills, and experience with residential field operations in a fast-paced environment. 🗂️ Requirements: 5+ years of vendor relationship management experience, Experience with residential repairs and maintenance field operations, Strong analytical and data-driven decision-making skills, Experience evaluating pricing structures and vendor performance, Proficiency with Google Docs, Proficiency with Google Sheets, Proficiency with Google Slides, Ability to manage vendor escalations, Ability to work cross-functionally, Authorization to work in the U.S., Ability to travel up to 3 days per week twice monthly 📃 Skills: GoogleDocs, GoogleSheets, GoogleSlides, Analytics, Reporting, KPIs, SLAs 🏢 Description: What we do and why we do it As the leading end-to-end investment platform for single-family rental homes (SFR), our mission is to reinvent the rental housing ecosystem for the benefit of all. We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms the way they do it. How it's going (and growing) With a talented team of 750+ Roofsters, our collaborative, can-do culture is what fuels our growth. In 2022, we closed on our Series E, raising $240 million, and have offices in the Bay Area and New York City. Our growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional investors). In 2025, Roofstock took an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services. About the Role A Vendor Manager at Roofstock is pivotal in fostering mutually beneficial relationships with third-party maintenance vendors across our portfolio of single-family homes. Our Vendor Managers are responsible for building and managing a robust vendor network that aligns with our demands for Repairs and Maintenance (R&M), Turn, and Renovation services. In addition to overseeing operational needs, the Vendor Manager will focus on optimizing performance against Key Performance Indicators (KPIs) and ensuring adherence to Service Level Agreements (SLAs). This role requires a strategic and data-driven individual with a strong background in vendor relationship management. Responsibilities - Creating and nurturing mutually beneficial relationships with third-party maintenance vendors - Building and managing a vendor network that meets R&M, Turn, and Renovation demand and operational needs - Driving vendor performance against established KPIs and ensuring adherence to SLAs - Driving product adoption of the vendor portal - Utilizing reporting and analytics to make data-driven decisions that enhance operational effectiveness - Conducting market visits to review vendor quality, build rapport, and vet potential new vendors - Delivering and reviewing vendor performance feedback to the vendor network on a monthly and quarterly basis - Identifying sourcing gaps, prioritizing needs, and recruiting vendors - Negotiating and establishing set pricing structures to optimize cost management - Serving as the vendor's voice to internal teams, ensuring effective communication and collaboration - Providing support to the internal operations team, demonstrating adaptability in addressing operational challenges - Managing, documenting, and resolving escalations - Collaborating and working cross-functionally in a team environment Qualifications - 5+ years of experience leading, developing, and growing vendor relationships - Experience with residential Repairs and Maintenance field operations - Strong analytical capabilities to evaluate performance and an understanding of fair and optimal pricing structures - Excellent planning, organization, and delivery skills, and comfortable in high-pressure situations - Excellent attention to detail - Ability to communicate effectively with internal stakeholders and external customers - Excellent interpersonal skills and effective communication to work successfully with a range of stakeholders - Thrives in a fast-paced and startup environment - Tech-savvy - Experience in making data-driven decisions utilizing reporting - Proficient in Google Suite applications, including Docs, Sheets, and Slides with demonstrated expertise in efficient document creation, collaboration, and data management Travel - Travel required: up to 3 days per week, twice monthly Compensation - $80,000/yr. - $90,000/yr. range annually - Compensation may be adjusted based on experience, skills, and interview performance Pay Transparency Our compensation reflects several US geographic markets. The base pay for this position represents the expected salary for this position. Ultimately, in determining your pay it will be based on several factors including location, job-related knowledge, skills, experience and other job related factors. The base salary is only a part of the total compensation package. Benefits - Generous PTO Policy - 12 Paid Holidays - Volunteer Time Off - Paid Parental Leave - 401k Program - Wellness and home office/cell phone subsidies - Robust health, dental, vision insurance, and more Additional Information - Must be authorized to work in the U.S.; visa sponsorship is not available - Employment is conditioned upon the successful completion of a background investigation - Equal opportunity employer

🏢 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: Accounting advisory role supporting financial reporting, operational accounting, finance transformation, and ERP optimization for public and private clients, including PE-backed companies. The position involves leading accounting close processes, advising on AI and automation initiatives, supporting SEC reporting, and mentoring project teams. Candidates should have strong technical accounting expertise, experience with ERP and reporting tools, and a background in advisory or professional services. 🗂️ Requirements: 5+ years in advisory, technical accounting, or controllership, Professional services experience, Strong technical and operational accounting knowledge, Experience with financial reporting and accounting process improvements, Experience with ERP systems and reporting tools, Ability to support finance transformation initiatives, Experience with AI and automation in accounting processes, Bachelor's degree in Accounting, Finance, or related field, Ability to travel domestically up to 30%, Ability to work in a hybrid office environment 📃 Skills: Accounting, Finance, ERP, NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, AI, Automation, SEC, Forecasting, Reporting 🏢 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 you to contribute beyond the scope of client delivery. Quick Facts What You'll Do: 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 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. - Help project teams resolve complex accounting and operational issues. - 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 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. - 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. - 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 and willingness to adopt approved AI tools. - Continuous learning mindset with openness to emerging technologies. 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 is 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 options including medical, dental, and vision coverage. - Flexible spending accounts. - 401(k) with company matching. - Generous parental and maternity leave policies. - Technology stipends and wellness reimbursement programs.

🏢 Summary: Senior Accountant role combining accounting operations and FP&A responsibilities, including financial close, reconciliations, forecasting, compliance, and audit coordination in a hybrid Chicago-based environment. The position offers exposure to senior finance leadership and involvement in financial systems improvements and strategic initiatives. 🗂️ Requirements: Bachelor's degree in Accounting or Finance, CPA certification, 3-5 years of progressive accounting and financial analysis experience, Advanced Excel skills, Strong knowledge of GAAP, Experience with financial reporting, Analytical and problem-solving skills, Big 4 or top 10 accounting firm experience preferred, Familiarity with trade lifecycle and settlement accounting for equities, futures, and options preferred, Experience with broker-dealer regulatory reporting preferred 📃 Skills: Accounting, Finance, CPA, Excel, GAAP, FP&A, Forecasting, Reconciliations, Auditing, FinancialModeling, Equities, Futures, Options, Reporting 🏢 Description: Department: Finance Reports To: Finance Controller Salary: $95,000 – $125,000 About the Role The Senior Accountant will play a crucial role in overseeing both the accounting operations and financial planning & analysis functions. This position combines traditional accounting responsibilities with forward-looking financial analysis and strategic planning, reporting directly to the assistant controller with significant exposure to the CFO. What You'll Do: - Oversee month-end and year-end close processes, ensuring accuracy and timeliness of financial statements - Assist FP&A team with business partnering and forecasting - Manage and review account reconciliations, journal entries, balance sheet accounts and tax requests/payments - Ensure compliance with GAAP standards and internal control procedures - Coordinate with external auditors during annual audits - Review work of accounting / shared services staff for accuracy and completeness - Collaborate with IT to enhance financial systems and automate manual processes - Participate in special projects and strategic initiatives as needed Who You Are: - Bachelor's degree in Accounting, Finance, CPA required - 3-5 years of progressive experience in accounting and financial analysis - Big 4 or top 10 accounting firm experience highly preferred - Advanced Excel skills (vlookup/pivots/sumifs/financial modeling) - Strong knowledge of GAAP and financial reporting requirements - Excellent analytical and problem-solving abilities Other Preferences: - Familiarity with trade lifecycle and settlement accounting for equities, futures, and options - Experience with broker-dealer regulatory reporting strongly preferred Company Perks + Benefits: - Performance Bonuses - Stock Purchase Options - Medical/Vision/Dental Benefits - 401k Plan - 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!) - 10 Paid Sick Days - Gym Membership Reimbursement - Commuter Benefits - Pet Insurance - Wellness & Mental Health Programs - Charitable Donation Matching - Two Paid Volunteer Days Off - Daily catered lunch when in the office - Full kitchen with snacks and beverages - In-building gym - Shuttle to/from Metra Discretionary Performance Bonus: 8-12% of base salary based on individual and company performance.

🏢 Summary: Staff Accountant role focused on accounts receivable, cash application, collections, billing support, and financial reconciliations, with opportunities to expand into general accounting, accounts payable, and revenue recognition. The position supports month-end close activities, journal entries, and process improvements while ensuring compliance with U.S. GAAP and company policies. Hybrid work is available for Philadelphia-based employees, with remote options in approved states. 🗂️ Requirements: Bachelor's degree in Accounting or Finance, 2-4 years of staff accounting experience, Experience maintaining audit-ready documentation, Proficiency in Microsoft Excel or Google Sheets, Knowledge of accounts receivable and reconciliations, Detail-oriented and analytical skills, Ability to support month-end, quarter-end, and year-end close activities 📃 Skills: Excel, GoogleSheets, NetSuite, Accounting, Finance, GAAP, Reconciliations, Billing, Collections, JournalEntries, AccountsReceivable, AccountsPayable, RevenueRecognition 🏢 Description: ROLE OVERVIEW The Staff Accountant is responsible for supporting the company's accounting operations by maintaining accurate financial records, preparing journal entries, performing account reconciliations, assisting with the monthly close process, and ensuring compliance with U.S. GAAP and company policies. Initially, this role will concentrate on accounts receivable, managing cash application, collections, and customer billing support, alongside associated reconciliations. As the position evolves, duties may broaden to encompass accounts payable help and revenue recognition support. KEY RESPONSIBILITIES - Support the accounting function with an initial emphasis on accounts receivable, collections, customer account management, cash application, and billing, while progressively taking on responsibilities in general accounting, accounts payable, revenue recognition, and cash reconciliations - Validate invoicing terms, tax treatment, customer invoicing requirements, resolve billing inquiries, and partner with customers and internal stakeholders to accelerate collections - Prepare and post monthly journal entries with appropriate supporting documentation - Develop and enhance policies and procedures that will improve the overall operation and effectiveness of the accounting function and organization - Assist with month-end, quarter-end and year-end close activities - Provide insight and suggestions for creating efficiencies in the close process QUALIFICATIONS Required - Bachelor's Degree with Accounting or Finance Concentration - 2-4 years of staff accounting experience - Experience maintaining audit-ready documentation - Highly proficient in Microsoft Excel and/or Google Sheets - Must be detail-oriented and analytical Preferred - Experience with Oracle NetSuite - High sense of urgency and ability to interact with multiple levels within the organization and work effectively in a team environment COMPENSATION - Base salary range: $80,000 - $100,000 plus annual bonus opportunity HIRING LOCATIONS Main office operates on a hybrid model with in-office work required three days a week for local employees in Philadelphia. Remote work is supported in approved hub locations and states. Hub Locations: - Philadelphia, Pennsylvania - Boston, Massachusetts - New York City, New York - Baltimore, Maryland - Washington, D.C. - Charlotte, North Carolina - Raleigh-Durham, North Carolina - Atlanta, Georgia - Chicago, Illinois Approved States for Remote Work: CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, TN, VA BENEFITS & PERKS - Competitive base salary and annual bonus opportunity - Health, dental, and vision coverage starting on day 1 - 401(k) plan and equity program - Hybrid work flexibility and remote workdays - Generous PTO and paid parental leave - Comprehensive onboarding and mentorship program - Professional development support with annual learning budget EQUAL OPPORTUNITY All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.

🏢 Summary: Senior Accountant role focused on owning day-to-day accounting operations, month-end close, AP/AR processes, audits, and financial controls in a fast-paced environment. The position requires strong U.S. GAAP knowledge, CPA certification, and experience with accounting systems and cross-functional collaboration. The offer includes competitive compensation, equity, healthcare coverage, 401(k) matching, bonuses, and additional workplace perks. 🗂️ Requirements: Bachelor's degree in Accounting or Finance, CPA certification, 4–6 years of accounting experience, Knowledge of cost accounting, Strong understanding of U.S. GAAP, Experience with accounting systems or ERP platforms, Experience with audits or internal controls, Advanced Excel skills, Ability to manage accounting processes independently, U.S. citizenship, lawful permanent residency, or work authorization eligibility 📃 Skills: Accounting, GAAP, QuickBooks, NetSuite, ERP, Excel, Auditing, Bookkeeping, Payroll, Reconciliation, Billing, Collections, Brex, BILL 🏢 Description: Role Overview We are seeking a detail-oriented and motivated Senior Accountant to join our growing team. This role is responsible for owning the day-to-day accounting operations, including bookkeeping, accounts payable/receivable processing, and owning monthly close activities and audits. The ideal candidate will bring strong technical accounting knowledge, accuracy, and organizational skills, and thrive in a fast-paced environment. Key Responsibilities • Prepare and post journal entries; ensure accuracy and completeness of financial records • Perform monthly reconciliations of general ledger and subledger accounts • Own month-end and year-end close processes, including variance analysis • Accounts Payable Ownership: Process vendor invoices, purchase orders, and employee expense reports; ensure proper coding and approvals • Accounts Receivable Ownership: Manage billing, collections, cash application, and support revenue tracking (including DSO monitoring) • Implement, maintain and improve accounting policies, procedures, and internal controls • Partner cross-functionally to ensure financial data integrity and operational alignment • Lead external audits and determine required documentation • Utilize and optimize financial systems (e.g., QuickBooks Advanced, BILL, Brex) • Manage payroll-related accounting duties and maintain access to federal, state, and local tax portals to support timely filings, reconciliations, payments, and compliance requirements. Qualifications • Bachelor's degree in Accounting or Finance • CPA Required • 4 - 6 years of relevant accounting experience (startup, high-growth, or corporate environment preferred) • Demonstrated knowledge of cost accounting • Strong management of U.S. GAAP • Proficiency in accounting systems (QuickBooks, NetSuite, or similar ERP platforms) • Exposure to audit processes and/or internal controls frameworks • Advanced Excel skills (e.g., lookups, pivot tables, data analysis) • High attention to detail and strong organizational discipline • Clear communicator with the ability to work cross-functionally • Demonstrated ability having ownership of accounting processes • Experience in manufacturing or government contracting environments Compensation & Benefits • Competitive compensation: • 4 – 6 years, $95,000 – $105,000 (commensurate with experience) • 6 – 10 years, $100,000 - $120,000 (commensurate with experience) • Annual performance-based bonuses that reward your impact • Meaningful equity participation • Medical, dental, and vision coverage • Company-provided short- and long-term disability coverage and life insurance • Paid time off plus 9 paid holidays • 401(k) with company match • Daily DoorDash lunch stipend plus snacks, coffee, and tea • Opportunity to work with aerospace, new space, and deep-tech industry leaders • Pet friendly office • Monthly company happy hours and events You must be a U.S. citizen or lawful permanent resident of the U.S., protected individual as defined by 22 C.F.R. § 120.15, or eligible to obtain the required authorizations from the U.S. Department of State.

🏢 Summary: Full-time on-site Senior Accountant role focused on managing day-to-day accounting operations, month-end close, audits, AP/AR processes, and financial controls in a fast-paced environment. The position requires strong U.S. GAAP expertise, CPA certification, and experience with accounting systems and cross-functional collaboration. Compensation includes salary, bonuses, equity, healthcare, 401(k), PTO, and additional workplace perks. 🗂️ Requirements: Bachelor's degree in Accounting or Finance, CPA certification, 4–6 years of accounting experience, Knowledge of cost accounting, Strong understanding of U.S. GAAP, Experience with accounting systems and ERP platforms, Experience with audits and internal controls, Advanced Excel skills, Ability to manage accounting processes independently, U.S. citizenship, lawful permanent residency, or work authorization eligibility 📃 Skills: Accounting, GAAP, Excel, QuickBooks, NetSuite, ERP, Auditing, Bookkeeping, Payroll, Reconciliation, Billing, Collections, Brex, BILL 🏢 Description: Role Overview We are seeking a detail-oriented and motivated Senior Accountant to join our growing team. This role is responsible for owning the day-to-day accounting operations, including bookkeeping, accounts payable/receivable processing, and owning monthly close activities and audits. The ideal candidate will bring strong technical accounting knowledge, accuracy, and organizational skills, and thrive in a fast-paced environment. Key Responsibilities - Prepare and post journal entries; ensure accuracy and completeness of financial records - Perform monthly reconciliations of general ledger and subledger accounts - Own month-end and year-end close processes, including variance analysis - Accounts Payable Ownership: Process vendor invoices, purchase orders, and employee expense reports; ensure proper coding and approvals - Accounts Receivable Ownership: Manage billing, collections, cash application, and support revenue tracking (including DSO monitoring) - Implement, maintain and improve accounting policies, procedures, and internal controls - Partner cross-functionally to ensure financial data integrity and operational alignment - Lead external audits and determine required documentation - Utilize and optimize financial systems (e.g., QuickBooks Advanced, BILL, Brex) - Manage payroll-related accounting duties and maintain access to federal, state, and local tax portals to support timely filings, reconciliations, payments, and compliance requirements. Qualifications - Bachelor's degree in Accounting or Finance - CPA Required - 4 - 6 years of relevant accounting experience (startup, high-growth, or corporate environment preferred) - Demonstrated knowledge of cost accounting - Strong management of U.S. GAAP - Proficiency in accounting systems (QuickBooks, NetSuite, or similar ERP platforms) - Exposure to audit processes and/or internal controls frameworks - Advanced Excel skills (e.g., lookups, pivot tables, data analysis) - High attention to detail and strong organizational discipline - Clear communicator with the ability to work cross-functionally - Demonstrated ability having ownership of accounting processes - Experience in manufacturing or government contracting environments Compensation & Benefits - Competitive compensation: - 4–6 years: $95,000 – $105,000 (commensurate with experience) - 6–10 years: $100,000 - $120,000 (commensurate with experience) - Annual performance-based bonuses - Meaningful equity participation - Medical, dental, and vision coverage - Company-provided disability coverage and life insurance - Paid time off plus 9 paid holidays - 401(k) with company match - Daily DoorDash lunch stipend and office snacks/beverages - Opportunity to work alongside aerospace and deep-tech industry leaders - Pet-friendly office - Monthly company happy hours and events Work Authorization Requirement You must be a U.S. citizen or lawful permanent resident of the U.S., protected individual as defined by 22 C.F.R. § 120.15, or eligible to obtain the required authorizations from the U.S. Department of State.