Managing Director Accounting Advisory (Operational AccountingController)

General Accounting Close Support:

• Lead and oversee the development of streamlined monthly close processes for clients including cash-to-accrual conversions and creation of supporting schedules
• Validate the existence of assets and prepare associated roll forwards
• Review and oversee balance sheet reconciliations (intercompany inventory cash prepaids etc.)
• Support various aspects of accounting compliance including tax forms sales tax exemptions 1099s etc. while contributing to the preparation of financial statements and development of internal controls and policies
• Oversee preparation of budgets or forecasts and develop reports for management or regulatory bodies
• Guide the implementation of cloud-based finance and accounting systems
• Manage and review journal entries invoices and reconciliation of accounts during monthly or annual closings
• Guide companies through efficient external audit processes

Financial Reporting Support:

• Support SEC filing design of reporting processes restatement assistance and traditional 10-K 10-Q and 8-K filings
• Conduct IPO-readiness assessments and assist clients in preparation for a public offering (via Form S-1 or F-1)
• Advise clients on complex accounting standards (US GAAP and/or IFRS) including revenue recognition lease accounting derivatives business combinations and consolidation
• Oversee and improve financial planning and analysis (budgeting forecasting data analysis)
• Review monthly internal financial reporting packs and monthly regulatory reporting

Operations Support:

• 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
• Transform finance and/or accounting functions including accounting and operational process improvements integration support target operating model decisions and RBA/Data Analytics

Client Delivery:

• Responsible for account leadership and financial management of multiple accounts and sustained relationships with senior client executives
• Assist with complex transactions technical accounting standard and policy implementations and operational accounting engagements

Practice Leadership: Serve as a key leader in the Accounting Advisory practice by:

• Oversee client accounts projects and engagements including work plans staffing timelines fee negotiations and budgets throughout all lifecycle phases
• Build and grow high-level relationships and networks with clients across the West Coast market
• Generate sustainable repeatable revenue through new clients and growth at existing clients
• Develop timely resolutions to issues risks and project team conflicts
• Manage the full life cycle of proposals from development to deal closure
• Develop delivery methodologies and new service offerings
• 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
• Act as role model supervisor coach and mentor to team members
• Ensure staffing and recruiting needs are met across clients and the West Coast market

• 15 years of related 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)
• 7 years of hands-on Controllership experience in emerging growth middle market and/or PE-backed portfolio companies (Software/SaaS or Healthcare or broad B2B industry exposure preferred)
• Deep expertise in operational accounting including month-end close financial reporting reconciliations and internal controls
• In-depth knowledge of accounting standards (US GAAP and/or IFRS)
• Hands-on experience - OR - significant exposure to 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
• Consistent track record of building and developing strong client relationships in the West Coast market
• Personal brand executive presence integrity collaborative nature poise and polish under pressure
• Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Proven track record as an influential change agent championing and successfully implementing new ideas and initiatives
• Passion for mentoring and leading teams while efficiently implementing new ideas and initiatives
• Identify new growth and shared revenue opportunities collaborating with sales leadership to originate new business and grow existing relationships

• Bachelors degree in Accounting Finance or related field
• CPA or CA certification preferred
• Based in or willing to relocate to California; ability to serve clients across the West Coast market
• As one might expect travel is innate in some of our projects. With that said our approach to travel is a thoughtful meaningful one and we do our best to avoid scheduling back-to-back extended travel projects. Even so travel will vary project-to-project based on client preferences and may sometimes come in bursts.