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
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

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
Proven ability to build strong client relationships
Demonstrated success in mentoring and leading teams
Bachelor’s degree in in Accounting, Finance, or related field
CPA or CA certification preferred

comprehensive healthcare options, including medical, dental, and vision coverage
flexible spending accounts
a 401(k) with company matching
generous parental and maternity leave policies
technology stipends
wellness reimbursement programs

Associate Director – Accounting Advisory, Operational Accounting, Controller

Key skills