Job Description
Role Overview
This role will require an adaptive and agile hands-on professional capable of ensuring efficient financial reporting, advisory, and compliance processes in a fast-paced, client-focused, and rapidly growing environment. The ideal candidate will possess strong technical accounting expertise, experience managing multiple client relationships, and the ability to support both public and private company reporting needs.
Responsibilities
• Prepare and review financial statements, SEC filings, and related reporting deliverables for both public and private company clients, including Forms 10-Q, 10-K, 8-K, proxy statements, registration statements, and other external reporting materials as applicable
• Prepare and review monthly, quarterly, and annual financial reporting packages, including management reports, board presentations, investor materials, and other client deliverables
• Coordinate annual audits, quarterly reviews, and other engagements with external audit firms and third-party advisors
• Review tie-outs, supporting schedules, and reporting packages to ensure completeness, accuracy, and consistency across financial and regulatory reporting deliverables
• Coordinate the receipt of deliverables and reporting inputs across multiple functions, including client personnel, finance and accounting teams, legal counsel, HR, investor relations, and other stakeholders
• Prepare and review financial statement disclosures and assist with U.S. GAAP disclosure requirements for both public and private entities
• Perform technical accounting and disclosure research and consult with clients, management, and external auditors regarding new accounting standards, reporting requirements, and non-routine transactions
• Assist private company clients with month-end and year-end close processes, financial statement preparation, account reconciliations, and general accounting support as needed
• Lead the coordination, compilation, and standardization of internal and external reporting materials in collaboration with clients and cross-functional teams
• Evaluate and enhance reporting and accounting processes, identifying opportunities for automation, efficiency gains, standardization, and process improvements
• Maintain a strong internal control environment and support compliance with applicable accounting, regulatory, and reporting requirements
• Serve as a trusted advisor to clients by proactively identifying risks, providing insights, and recommending practical accounting and reporting solutions
• Supervise, mentor, and develop staff at all levels, providing ongoing coaching, training, and constructive feedback to support career growth and team performance
Qualifications
Education and Certification Required
• Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree in Accounting a plus
• CPA required
Experience Required
• 8–10+ years of relevant professional experience in public accounting and/or industry experience, with client-facing experience preferred
• Strong understanding of U.S. GAAP, financial reporting, and SEC reporting requirements
• Experience preparing and reviewing financial statements for both private and public companies
• Experience managing multiple client engagements and deadlines in a fast-paced environment
• Financial services industry experience a plus
• Experience with financial reporting, accounting systems, and business intelligence or data visualization tools (e.g., Power BI) a plus
• Experience with financial reporting and disclosure management platforms a plus
General Requirements
• Self-directed professional with a positive, solutions-oriented mindset and ability to thrive in a collaborative, client-service-oriented environment
• Strong project management and organizational skills with the ability to manage multiple priorities and deadlines
• Highly proactive with demonstrated flexibility, adaptability, and the ability to resolve issues with minimal supervision
• Strong work ethic, entrepreneurial mindset, and continuous learning mentality
• Excellent written and verbal communication, presentation, documentation, and interpersonal skills
• High level of accuracy and attention to detail balanced with sound judgment and practicality
• Strong analytical and problem-solving skills with a passion for driving process improvements and operational efficiencies