Managing Director - Accounting Advisory (Operational Accounting/Controller)

What You'll Do:

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

What You'll Bring:

• 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

Qualifications:

• Bachelor's 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.