Assistant Controller

🏢 Summary: Remote Asset Management Analyst role focused on financial analysis, portfolio performance reporting, budgeting, and AI-enhanced analytics for single-family rental investment portfolios. The position requires advanced Excel and analytics platform expertise to support strategic investment decisions, reporting, and operational optimization. Compensation includes quarterly incentives and a comprehensive benefits package. 🗂️ Requirements: Bachelor's degree in Finance, Real Estate, Economics, Business, or related field, 4–5+ years of experience in real estate, asset management, financial analysis, FP&A, or related analytical role, Strong understanding of portfolio financials and P&L, Advanced Excel skills, Proficiency in Sigma or similar analytics platform, Experience building and maintaining reporting and dashboards, Ability to analyze large data sets and produce actionable insights, Experience working with AI-powered workflows, Strong written and verbal communication skills, Ability to manage multiple deliverables under deadlines, Authorization to work in the U.S., Ability to pass background investigation 📃 Skills: Excel, Sigma, SQL, Sheets, AI, Finance, FP&A, Modeling, Reporting, Dashboards, Analytics, Visualization 🏢 Description: What we do and why we do it As the leading end-to-end investment platform for single-family rental homes (SFR), the mission is to make real estate investing radically accessible, cost effective, and simple through technology-driven solutions. How it's going (and growing) With a team of 750+ employees and offices in California, Texas, and New York, the company continues expanding through acquisitions and platform growth supporting both long-term and short-term rental investment services. About the Role Roofstock is looking to hire an analytical, entrepreneurial Asset Management Analyst to join the Investment Management team. This role requires strong financial and P&L knowledge, advanced Excel skills, and proficiency in Sigma or a similar analytics platform to support optimization of rental portfolios. The Analyst will own budget builds and monthly variance reviews, support key decisions across the investment lifecycle, monitor market and investor performance trends, maintain models, build reporting, and leverage AI-powered workflows to enhance performance. Responsibilities - Manage budget builds and lead monthly budget-to-actual variance analysis for assigned portfolios - Produce weekly, monthly, and quarterly performance reports for investors and leadership - Produce financial reports and maintain models for lender tape deliverables and investor reporting - Review portfolio performance and recommend strategies to improve NOI, occupancy, revenue, rent growth, renewals, turns, and leasing velocity - Conduct financial analysis to support hold/sell decisions and portfolio expansion opportunities - Analyze qualitative and quantitative data across multiple systems - Use Excel, Google Sheets, Sigma, and reporting tools to analyze large data sets and validate reporting - Monitor actuals versus budget using advanced Excel financial models - Use AI tools and emerging technologies to improve reporting accuracy and automate workflows - Identify and implement product and data enhancements for analytics and reporting capabilities Qualifications - Bachelor's degree in Finance, Real Estate, Economics, Business, or related field - 4–5+ years of experience in real estate, asset management, financial analysis, FP&A, or related analytical role - Strong understanding of portfolio financials and P&L - Advanced Excel skills including pivot tables, financial modeling, variance analysis, and data visualization - Proficiency in Sigma or similar analytics platform - Experience with SQL is a plus - Demonstrated experience operating in AI-powered workflows - Strong analytical and quantitative skills - Excellent written and verbal communication skills - Highly organized and detail-oriented - Comfortable working cross-functionally and in fast-paced environments - High degree of ownership and bias toward action Compensation - $105,000 - $120,000 annually - Eligibility for quarterly performance incentives 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 - Health, dental, and vision insurance Must be authorized to work in the U.S. as sponsorship is not available. Employment is contingent upon 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 in accordance with applicable federal, state, and local laws.

🏢 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: Remote Asset Manager role focused on optimizing SFR, BTR, and multifamily property portfolios through financial analysis, operational strategy, and investor reporting. The position involves cross-functional collaboration, budget and variance analysis, performance reporting, and leveraging BI and AI tools to improve operational efficiency and maximize NOI. 🗂️ Requirements: 5+ years asset management experience with multifamily, BTR, or SFR properties, Bachelor's degree or equivalent experience, Strong knowledge of occupancy, leasing, renewals, pricing, concessions, expenses, and NOI drivers, Advanced Microsoft Excel proficiency, Advanced Google Sheets proficiency, Experience with budgeting and variance analysis, Ability to analyze large datasets and produce actionable insights, Experience communicating with institutional investors, Ability to collaborate across cross-functional teams, Authorization to work in the U.S. 📃 Skills: Excel, GoogleSheets, Sigma, BI, AI, Automation, Reporting, Budgeting, Analysis, Forecasting, Modeling 🏢 Description: About Roofstock 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 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 our 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 Location This role is expected to sit remotely from Dallas, TX. Travel Required Occasional market visits required. Compensation $110,000 - $140,000 on annual base salary. This role includes eligibility for quarterly performance incentives tied to individual and/or company performance. The compensation range may be adjusted based on experience and location. 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. Roofstock is a total compensation company; the base salary is only a part of our total compensation package. 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 we are 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 of our employment practices to all qualified employees and applicants without regard to race, color, religion, sex, gender, gender expression, gender identity, national origin, ancestry, citizenship, age, physical or mental disability, marital status, sexual orientation, military or veteran status, genetic information or any other category protected by federal, state and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, training and social, and recreational programs. All such employment decisions will be made without unlawfully discriminating on any prohibited basis.

🏢 Summary: Strategic Account Executive role focused on driving pipeline, closing complex AI infrastructure deals, and expanding enterprise and AI-native customer accounts across an AI platform. The position involves managing full sales cycles, collaborating with technical teams on POCs, and supporting production AI deployments. Ideal candidates have strong B2B technology sales experience, technical fluency in ML and infrastructure, and experience with strategic enterprise accounts. 🗂️ Requirements: 7+ years of B2B technology sales experience, Experience managing strategic startup or enterprise accounts, Track record of closing complex enterprise deals, Ability to manage multiple complex sales cycles, Technical fluency in ML and infrastructure topics, Ability to work with technical and business stakeholders, Experience building and expanding customer relationships, Ability to drive internal and external alignment, Comfort working in fast-moving environments, Interest in AI infrastructure and production AI 📃 Skills: AI, ML, Infrastructure, Sales, POC, Inference, GPU, Fine-tuning 🏢 Description: About the Role We're hiring a Strategic Account Executive to own a portfolio of high-priority AI-native and enterprise accounts. You'll be responsible for generating pipeline, closing new business, and expanding customers across Together's platform. You'll work with technical teams, business leaders, and executives to understand their AI strategy and identify where the platform can support production workloads, and also partner closely with Solutions, Engineering, and Research to run POC evaluations and move customers from initial use cases to broader deployments. This role requires experience managing complex sales cycles, technical fluency, and a track record of building pipeline and closing large deals. Responsibilities - Close deals and drive revenue: own the full sales cycle for strategic AI-native and enterprise accounts, from prospecting through close and expansion. - Manage and prioritize across multiple complex sales cycles simultaneously. Be able to keep scope defined, while also being flexible in dealing with new challenges and priorities. - Generate a strong pipeline, identifying high value customer segments/use cases and strategically positioning offerings. - Partner with Solutions Architecture, Research, and Engineering to design solutions/POCs and prove value across inference and post-training engagements. - Inform product needs by conveying customer needs, using these insights to enhance the offering and market positioning. - Help improve sales process, positioning, and overall best practices. Requirements - 7+ years of B2B technology sales experience, including experience with strategic startup or enterprise accounts. - A track record of closing and expanding strategic, complex deals – especially with deep technical/commercial requirements requiring tailored solutions. - Technical and business fluency: ability to work effectively with both technical and business stakeholders, speaking with depth on technical ML/infrastructure topics while also connecting with business/C-level needs. - Ability to drive external and internal alignment and a "roll up your sleeves" mentality to problem solving. - Comfort working in a fast-moving environment where the product and market evolve rapidly month over month. - Ability to build and maintain lasting relationships over time with top strategic accounts across technical and commercial organizations. - Passion and curiosity for AI infrastructure. Preferred Qualifications - Experience selling to both AI-native companies and large enterprises. - Experience with developer, AI, or infrastructure products. - Experience at a high-growth technology company. Compensation We offer competitive compensation, startup equity, health insurance and other competitive benefits. The US base salary range for this full-time position is: $300K - 370K OTE + equity + benefits. Individual compensation will be determined by experience, skills, and job-related knowledge. This is a hybrid role based in the Bay Area. Equal Opportunity Equal employment opportunity is provided regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, and more.

🏢 Summary: Strategic Account Executive role focused on driving pipeline, closing complex AI infrastructure deals, and expanding enterprise and AI-native customer accounts across an AI platform. The position involves managing full sales cycles, partnering with technical teams on POCs, and supporting customers from initial AI use cases to production deployments. This hybrid Bay Area role offers competitive compensation, equity, and benefits. 🗂️ Requirements: 7+ years of B2B technology sales experience, Experience managing strategic startup or enterprise accounts, Proven success closing complex technical and commercial deals, Ability to manage multiple complex sales cycles, Technical fluency in ML and infrastructure topics, Ability to work with technical, business, and executive stakeholders, Experience building and expanding strategic customer relationships, Ability to drive cross-functional alignment, Comfort working in fast-moving environments, Interest in AI infrastructure and production AI workloads 📃 Skills: AI, ML, Infrastructure, Inference, GPU, POC, Salesforce 🏢 Description: About the Role We're hiring a Strategic Account Executive to own a portfolio of high-priority AI-native and enterprise accounts. You'll be responsible for generating pipeline, closing new business, and expanding customers across Together's platform. You'll work with technical teams, business leaders, and executives to understand their AI strategy and identify where Together can support production workloads, and also partner closely with Solutions, Engineering, and Research to run POC evaluations and move customers from initial use cases to broader deployments. This role requires experience managing complex sales cycles, technical fluency, and a track record of building pipeline and closing large deals. Responsibilities - Close deals and drive revenue: own the full sales cycle for strategic AI-native and enterprise accounts, from prospecting through close and expansion. - Manage and prioritize across multiple complex sales cycles simultaneously. Be able to keep scope defined, while also being flexible in dealing with new challenges and priorities. - Generate a strong pipeline, identifying high value customer segments/use cases and strategically positioning Together's offerings. - Partner with Solutions Architecture, Research, and Engineering to design solutions/POCs and prove value across inference and post-training engagements. - Inform product needs by conveying customer needs, using these insights to enhance Together's offering and market positioning. - Help improve Together's sales process, positioning, and overall best practices. Requirements - 7+ years of B2B technology sales experience, including experience with strategic startup or enterprise accounts. - A track record of closing and expanding strategic, complex deals – especially with deep technical/commercial requirements requiring tailored solutions. - Technical and business fluency: ability to work effectively with both technical and business stakeholders, speaking with depth on technical ML/infrastructure topics while also connecting with business/C-level needs. - Ability to drive external and internal alignment and a "roll up your sleeves'' mentality to problem solving. - Comfort working in a fast-moving environment where the product and market evolve rapidly month over month. - Ability to build and maintain lasting relationships over time with top strategic accounts – both from an executive and IC level, across technical and commercial orgs. - A passion and curiosity for AI infrastructure. Preferred Qualifications - Experience selling to both AI-native companies and large enterprises - Experience with developer/AI/infra products preferred - Experience at a high-growth technology company Compensation We offer competitive compensation, startup equity, health insurance and other competitive benefits. The US base salary range for this full-time position is: $300K - 370K OTE + equity + benefits. Our salary ranges are determined by location, level and role. Individual compensation will be determined by experience, skills, and job-related knowledge. This is a hybrid role based in the Bay Area. Equal Opportunity Together AI is an Equal Opportunity Employer and is proud to offer equal employment opportunity to everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, and more. Please see our privacy policy at https://www.together.ai/privacy

🏢 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 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: Hybrid Financial Systems Administrator role focused on managing and improving financial systems including Oracle E-Business Suite and SAP Concur. The position supports system integrations, upgrades, automation of financial workflows, and technical troubleshooting to improve financial operations and reporting accuracy. Candidates should have hands-on experience with financial systems administration, Excel, and accounting workflows. 🗂️ Requirements: Associate's degree in Computer Science, Accounting, or related field, 2+ years of experience configuring or managing Oracle Financials E-Business Suite or similar systems, Familiarity with financial accounting and accounting workflows, Strong MS Excel proficiency, Experience troubleshooting technical system issues, Ability to support and maintain financial systems and integrations 📃 Skills: Oracle, Concur, Excel, VBA, Kofax, Unix, Linux, Windows, Cognos, IBM 🏢 Description: WHO WE ARE Consumer Reports is an independent, nonprofit organization dedicated to a fair and just marketplace for all. CR is known for rigorous testing and trusted ratings on thousands of products and services. The organization reports on consumer trends and challenges, surveys millions of people in the U.S. each year, and advocates for consumer rights through evidence-based research and collaboration with policymakers and companies. Consumer Reports offers medical benefits starting on the first day of employment, including behavioral health coverage, family planning, and a generous 401K match. OVERVIEW CR's Accounting/Finance team manages the organization's financial health and reporting. The Financial Systems Administrator serves as the technical backbone of the division, ensuring the integration, evolution, and maintenance of the financial ecosystem to support accurate data and strategic decision-making. In this role, you will report to the Manager, Financial Systems and focus on managing the lifecycle of systems such as Oracle E-Business Suite and SAP Concur. Responsibilities include leading system upgrades, automating manual workflows to reduce time-to-close, and serving as a technical partner to support and educate employees. This is a hybrid position with an expectation of on-site work at least one day per week. The role is not eligible for sponsorship, visa support, or relocation assistance. How You'll Make An Impact By ensuring the accuracy of financial data and maintaining the health of the financial ecosystem, this role enables the organization to fully leverage its financial tools and maintain operational excellence. Responsibilities include: - Providing technical support for Oracle Financials, Kofax Markview, Concur, and related business systems - Identifying opportunities for new and existing technologies - Monitoring and maintaining systems supporting Oracle Financials - Reviewing expense report exceptions - Assisting with upgrades and implementations of financial systems and interfaces - Troubleshooting complex technical problems and initiating resolutions - Writing computer programs, macros, and scripts to enhance and integrate technologies - Participating in vendor meetings to assess technologies and upgrades - Supporting strategic goals for the Finance division ABOUT YOU Preferred qualifications and experience include: - Associate's degree in Computer Science, Accounting, or related field - Minimum two years of hands-on experience with Oracle Financials E-Business Suite or similar systems - Familiarity with financial accounting and accounting workflows - Strong MS Excel proficiency including XLOOKUP, INDEX(MATCH), and IFS functions - Experience editing VBA - Bachelor's degree preferred - Experience with Oracle E-Business Suite and Concur Travel & Expense - Understanding of Unix, Linux, and Windows environments - Experience with network infrastructure and integrating disparate systems - Experience configuring Concur and writing IBM Cognos Business Intelligence reports - Ability to resolve user problems and support technical operations - Strong collaboration and teamwork skills FAIR PAY AND A JUST WORKPLACE Consumer Reports is committed to fair and transparent pay practices. The target salary range for this position is $77,044.038 to $79,911.986, depending on qualifications, skills, and experience. Consumer Reports is an equal opportunity employer and provides reasonable accommodation throughout the application and hiring process.

🏢 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