Associate Director – Accounting Advisory, Operational Accounting/Controller

Role Overview

• 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 various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and 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, design of reporting processes, restatement assistance, and traditional 10-K, 10-Q, and 8-K filings
• Improve financial planning and analysis (budgeting, forecasting, data analysis)
• Review of monthly internal financial reporting packs
• Review of 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
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.

Requirements

• 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies, supported by a strong foundation in professional services (public accounting, advisory firm, or management consulting firm) and 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 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
• Demonstrated success in mentoring and leading teams, helping project teams resolve multi-faceted 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 techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Tech Stack

• Cloud
• ERP
• Python
• SQL
• Tableau

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