Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Partner with clients across diverse industries, delivering in-depth financial analysis and strategic guidance. You’re a solutions-driven professional who thrives on solving problems and creating exceptional client experiences. With proven leadership skills, you enjoy guiding teams and excel at operating independently in fast-paced environments.

Responsibilities

• Partner with clients across diverse industries to deliver high-quality service
• Build and manage long-term client relationships
• Provide guidance on financial planning, budgeting, forecasting, and cash flow management
• Conduct presentations clearly and professionally to and on behalf of clients
• Support day-to-day client business decision-making with data-driven insights
• Lead monthly or bi-monthly client presentations on business performance
• Oversee new client onboarding
• Manage client accounts, relationships, and expectations, including developing financial models and analysis
• Oversee accounting processes and provide evaluation and guidance
• Review and refine processes to drive continuous improvement
• Develop and document accounting policies and procedures
• Ensure compliance with federal, state, and local requirements; advise leadership on necessary actions
• Lead annual financial, tax and insurance audits
• Support clients through audit and tax preparation cycles
• Prepare and deliver financial statements to clients and senior management
• Track and report financial data, providing clear insights and recommendations
• Create ad hoc analyses and reports to identify trends and business opportunities
• Lead the monthly close process and finalize financial statements
• Build, train, and mentor a growing team of accountants and managers
• Serve as a resource and advisor for team members and leadership

Requirements

• Strong background in operational/managerial accounting and finance
• Hands-on experience overseeing full-cycle accounting for growth-stage or middle-market companies
• Strong knowledge of US GAAP
• Familiarity with GAAP revenue recognition and diverse revenue models
• Undergraduate degree in Accounting or Finance
• Proven track record of presenting financial insights to CEOs, CFOs, and executives
• Experience collaborating across departments to develop processes and deliver actionable financial data
• Leadership experience managing teams through ongoing accounting functions and month-end close
• Proficiency in preparing financial statements, handling intercompany transactions, and consolidations
• Strong payroll and HR/payroll knowledge, including PEO experience
• Familiarity with tax compliance, sales tax requirements, and related tools

Skills

• QuickBooks
• NetSuite
• Sage
• SAP
• Bill.com
• Shopify
• Carta
• Advanced Excel skills

Location

• Commutable to office

Work Type

• Hybrid
• 3 days in-office
• 2 days remote

Experience Level

• Seasoned Accounting Manager
• Leadership experience

Education Level

• Undergraduate degree in Accounting or Finance

Benefits

• Flexible Workplace Program (Hybrid)
• Generous Paid Time Off and Holiday pay
• Health Insurance
• 401(k) Match
• Paid Parental/Family Leave
• Commuter Benefits

About the Company

• We are a full-service business operations firm specializing in accounting, finance, and consulting solutions tailored to a diverse portfolio of clients.
• Our standout clients are innovators and leaders in industries such as technology, design, manufacturing, e-commerce, and music.
• Our mission is to support our clients in managing essential business operations — from bookkeeping, payroll, and financial forecasting to HR and other strategic business initiatives.
• We work closely with our clients as trusted partners, helping them optimize operations and unlock their full potential.