Associate Director - Accounting Advisory (Operational Accounting/Controller)

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., while also contributing to the preparation of financial statements and the development of internal controls and policies

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

Comfort with AI: Demonstrate ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation

Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards

10+ years of 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) and 2+ years of hands-on Controllership experience in emerging growth middle market organizations and/or PE-backed portfolio companies (Software SAAS or Healthcare, or a broad B2B industry exposure preferred)

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

Demonstrate success in mentoring and leading teams, helping project teams resolve multi-faceted issues

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.

Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Willingness to travel domestically up to 40% (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.")

Ability to participate in a hybrid office environment