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.