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About the Role
As an Associate Director in the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across various industries and company stages. You will be responsible for client delivery, leading teams, developing junior members, and contributing to business development.
Responsibilities
- 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 (intercompany, inventory, cash, prepaids, etc.).
- Support accounting compliance, including tax forms, sales tax exemptions, 1099s, and financial statement preparation.
- Contribute to the development of internal controls and policies.
- Help prepare budgets or forecasts and develop reports for management or regulatory bodies.
- Guide the implementation of cloud-based finance and accounting systems.
- Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings.
- Guide companies through efficient external audit processes.
- Support SEC filing, reporting process design, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings.
- Improve financial planning and analysis (budgeting, forecasting, data analysis).
- Review monthly internal financial reporting packs.
- Review monthly regulatory reporting.
- Liaise with business units outside of accounting to integrate business operations.
- Advise clients on leveraging AI and automation tools to streamline close processes, improve forecasting, and enhance data-driven decision making.
- Partner with IT teams to integrate financial systems during acquisitions.
Requirements
- 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies.
- Strong foundation in professional services (public accounting, advisory firm, or management consulting firm).
- 2+ years of hands-on Controllership experience in emerging growth middle market organizations and/or PE-backed portfolio companies (Software SAAS or Healthcare, or a broad B2B industry exposure preferred).
- Hands-on experience or significant exposure to various ERP systems and tools such as: NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python.
- Ability to leverage AI and automation to optimize accounting processes, enhance reporting accuracy, and drive operational efficiency.
- Proven ability to build strong client relationships.
- Track record as an influential change agent, championing, organizing and successfully implementing new ideas and initiatives efficiently.
- Demonstrated success in mentoring and leading teams, helping project teams resolve multi-faceted issues.
- Willingness to travel domestically up to 40%.
- Ability to participate in a hybrid office environment.
Skills
- Accounting
- Risk Advisory
- Technology-Enabled Transformation
- Transactions Advisory
- Collaboration
- Enthusiasm
- Generosity
- Perseverance
- Client Relationship Management
- Team Leadership
- Mentoring
- Change Management
- AI and Automation Tools
- ERP Systems (NetSuite, Sage, MS Dynamics, QuickBooks)
- Financial Reporting
- SEC Filings
- FP&A
- Cloud-based Finance Systems
- External Audit Support
- Data Analysis
- Tableau
- PowerBI
- Alteryx
- Snowflake
- SQL
- Python
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- Associate Director
- 8+ years of experience
- 2+ years of Controllership experience
Education Level
- Bachelor’s degree in Accounting, Finance, or related field
- CPA or CA certification preferred
Salary/Compensations
- $124,500 - $260,000 per year + annual bonus + additional benefits
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
- Wellness reimbursement programs
About the Company
- An advisory firm grounded in Core Values, dedicated to creating a positive experience for clients and employees.
- Believes in the strength of collaboration, enthusiasm, generosity, and perseverance.
- Offers advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions.
- Partners with clients to solve today’s challenges and deliver present and future value.
- Committed to its people, earning awards such as Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work.
Equal Opportunity
- Provides equal employment opportunities (EEO) to all employees and applicants for employment.
- Believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
- Prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic.
- Complies with pay transparency and labor laws applicable to all terms and conditions of employment.