Who We Are

We are a full-service business operations firm specializing in accounting, finance, and consulting solutions tailored to a diverse portfolio of clients. Our standout clients are innovators and leaders in industries such as technology, design, manufacturing, e-commerce, and music.

Our mission is to support our clients in managing essential business operations — from bookkeeping, payroll, and financial forecasting to HR and other strategic business initiatives. We work closely with our clients as trusted partners, helping them optimize operations and unlock their full potential.

Who You Are

You are a seasoned Accounting Manager with a strong finance background and a passion for business operations. You’ll partner with clients across diverse industries, delivering in-depth financial analysis and strategic guidance. You’re a solutions-driven professional who thrives on solving problems and creating exceptional client experiences. With proven leadership skills, you enjoy guiding teams and excel at operating independently in fast-paced environments.

What You’ll Do

Client Services

Partner with clients across diverse industries to deliver high-quality service
Build and manage long-term client relationships
Provide guidance on financial planning, budgeting, forecasting, and cash flow management
Conduct presentations clearly and professionally to and on behalf of clients
Support day-to-day client business decision-making with data-driven insights
Lead monthly or bi-monthly client presentations on business performance
Oversee new client onboarding

Accounting

Manage client accounts, relationships, and expectations, including developing financial models and analysis
Oversee accounting processes and provide evaluation and guidance
Review and refine processes to drive continuous improvement
Develop and document accounting policies and procedures
Ensure compliance with federal, state, and local requirements; advise leadership on necessary actions
Lead annual financial, tax and insurance audits
Support clients through audit and tax preparation cycles
Prepare and deliver financial statements to clients and senior management
Track and report financial data, providing clear insights and recommendations
Create ad hoc analyses and reports to identify trends and business opportunities

Management

Lead the monthly close process and finalize financial statements
Build, train, and mentor a growing team of accountants and managers
Serve as a resource and advisor for team members and leadership

What You Bring

Strong background in operational/managerial accounting and finance
Hands-on experience overseeing full-cycle accounting for growth-stage or middle-market companies
Strong knowledge of US GAAP
Familiarity with GAAP revenue recognition and diverse revenue models
Undergraduate degree in Accounting or Finance
Proven track record of presenting financial insights to CEOs, CFOs, and executives
Experience collaborating across departments to develop processes and deliver actionable financial data
Leadership experience managing teams through ongoing accounting functions and month-end close
Proficiency in preparing financial statements, handling intercompany transactions, and consolidations
Skilled in General Ledger software (QuickBooks, NetSuite, Sage, SAP) and related tools (Bill.com, Shopify, Carta, etc.)
Strong payroll and HR/payroll knowledge, including PEO experience
Familiarity with tax compliance, sales tax requirements, and related tools
Advanced Excel skills

Location

3 days in-office (home address commutable to office) AND 2 days remote

Current Benefits

Flexible Workplace Program (Hybrid)
Generous Paid Time Off and Holiday pay
Health Insurance
401(k) Match
Paid Parental/Family Leave
Commuter Benefits

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Accounting Manager