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.
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

8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies
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
Bachelor’s degree in Accounting, Finance, or related field
CPA or CA certification preferred

Associate Director – Accounting Advisory, Operational Accounting/Controller

Key skills