Original listing text, shown exactly as published by the company.
Key Responsibilities
Monthly Close Leadership
- Own and manage the end-to-end monthly financial close cycle, from pre-close planning through final financial statement delivery.
- Maintain a detailed close calendar with assigned owners, hard deadlines, and dependency mapping.
- Drive accountability across all contributing teams — GL, AP, AR, payroll, and revenue — to ensure on-time, accurate close completion.
- Identify and eliminate bottlenecks in the close process through process redesign, automation, and clear escalation protocols.
- Produce and review monthly journal entries, accruals, prepaid schedules, and balance sheet reconciliations.
- Establish and monitor KPIs related to close timelines and reconciliation quality.
- Partner with the FP&A team to ensure GL activity is accurately reflected in management reporting and variance analysis.
Data Integrity
- Apply knowledge of GAAP to review and approve journal entries, ensuring proper recognition, classification, and matching of revenues and expenses.
- Oversee data tagging at the transaction level across 7 different data tags.
- Manage the chart of accounts structure to ensure financial data is properly coded for reporting, analytics, and compliance purposes.
- Identify, document, and track EBITDA addbacks at the source, ensuring consistent classification and clear audit trail to support lender reporting and management views.
- Partner with the Financial Reporting team to ensure month end close output directly supports P&L, balance sheet, and management reporting deliverables.
Controls, Compliance & Process Excellence
- Design and maintain a robust internal control environment to safeguard financial data accuracy and completeness.
- Support external auditors by preparing audit schedules, responding to requests, and coordinating the annual audit process.
- Ensure compliance with debt covenant reporting requirements and support preparation of lender reporting packages.
- Document accounting policies and standard operating procedures; maintain updated close playbooks for all key processes.
- Lead continuous improvement initiatives to reduce close cycle time without compromising accuracy.
Treasury Management
- Oversee day-to-day treasury operations, including cash management and bank account oversight.
- Partner with the FP&A team to monitor cash balances and forecasts to ensure adequate liquidity for operations.
- Review and approve cash disbursements and ensure proper controls over payments.
- Partner with leadership on optimizing cash flow and banking relationships.
- Maintain and improve treasury-related processes, controls, and reporting.
Team Leadership & Development
- Lead, mentor, and develop a team of accounting and operations staff, setting clear expectations and providing ongoing coaching and feedback.
- Manage and integrate offshore service delivery teams into the close and operational workflows, ensuring consistent quality, clear handoffs, and on-time delivery.
- Manage workload distribution across the team to ensure deadlines are consistently met without sacrificing quality.
- Foster a culture of accountability, accuracy, and continuous improvement within the team.
- Support hiring, onboarding, and performance management for direct reports.
- Demonstrate urgency and ownership in driving outcomes through to completion.
Cross-Functional Collaboration & Process Improvement
- Serve as a key finance operations partner to practice area leaders, HR, and other internal stakeholders on matters related to GL activity, Treasury, Procurement, Accounts Payable (AP) and Travel & Expense (T&E).
- Identify and lead process improvement initiatives across accounting operations, including automation opportunities and workflow enhancements.
- Maintain and update standard operating procedures (SOPs) for all processes within the team's scope.
- Support system implementations, upgrades, or integrations that touch GL, Treasury, Procurement, AP or T&E workflows, including testing and documentation.
- Assist with ad hoc projects and analyses as requested by Finance leadership.
Qualifications
Required
- Bachelor's degree in Accounting.
- 10+ years of progressive accounting experience, including at least 4 years in a management or supervisory role.
- Knowledge of GAAP and general ledger accounting principles.
- Demonstrated experience managing a month-end close process.
- Experience administering or overseeing a T&E program, including policy compliance and expense reporting tools.
- Strong proficiency with ERP systems (preference given for experience with Workday ERP) and Microsoft Excel.
- Experience designing and operating internal controls in an audit-readiness environment.
- Exceptional attention to detail with a strong track record of accuracy in a high-volume environment.
- Excellent written and verbal communication skills; ability to work effectively with both finance and non-finance stakeholders.
Preferred
- CPA or CPA candidate strongly preferred.
- Experience in a professional services firm (accounting, consulting, or legal).
- Familiarity with Workday, Practice Engine, Concur, or similar ERP, practice management and expense platforms.
- Experience supporting an audit or working with external auditors.
- Exposure to multi-entity or multi-practice-area accounting environments.
- Experience with process automation tools or workflow improvement initiatives.
Core Competencies
- Operational Excellence — maintains high standards of accuracy and efficiency across all processes; identifies and removes friction before it becomes a problem.
- Accountability — takes ownership of outcomes, follows through on commitments, and holds the team to the same standard.
- Communication — translates accounting complexity into clear, actionable information for partners, staff, and leadership.
- Leadership & Development — builds team capability through coaching, clarity, and high expectations.
- Collaboration — works across teams and functions with a problem-solving mindset and a service orientation.
- Adaptability — thrives in a dynamic, growth-oriented environment where priorities can shift quickly.
- Project Management — plans and sequences work across competing priorities; sets clear milestones, owns dependencies, and drives initiatives to on-time completion.
