Manager – Accounting Advisory (Operational Accounting/Controller)

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.

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.