Who We Are
We are a full-service business operations firm that provides accounting, financial and consulting services to a diverse client portfolio.
Our standout clients are leaders in technology, design, manufacturing, e-commerce and music.
Our mission is helping our diverse clients with key operational business functions from bookkeeping and payroll, financial modeling and forecasting to HR and other various business initiatives.
We work beside them as a partner to help them reach their full potential.
Who You Are
You are an experienced Accounting Manager with a strong finance background, and a passion for business operations and management.
You will play a role in helping multiple clients across different industries by providing in-depth financial and analytical support and guidance.
You are a solutions-oriented problem solver who aims to provide the best client experience.
You have experience and enjoy leading a team and operating with a high-level of autonomy in a fast-paced environment.
What You'll Do
Client Services
Actively engage with clients in multiple industries to deliver high quality service
Build and manage client relationships
Assist and guide clients with financial planning, budgeting forecasting, and cash flow management
Present clearly and professionally to and on behalf of clients
Help clients navigate day to day business decisions
Lead and oversee client presentations monthly or bi-monthly to discuss business health
Onboard new clients
Accounting
Oversee and manage client accounts, relations, and expectations.
Understand client needs and build financial models and analysis
Oversee various accounting processes and provide guidance and evaluation
Review processes and best practices, with an on-going focus on improvement and iteration
Design and Document Accounting Process and Procedures
Comply with federal, state, and local legal requirements and advise management on needed actions
Lead annual financial, tax and insurance audits
Support Clients during audit and tax preparations
Review and Deliver Financial Statements to Clients and Senior Management
Provides status of financial position by collecting, interpreting, and reporting financial data
Prepare special/ad-hoc reports and make recommendations by collecting, analyzing, and summarizing information and trends
Management
Lead team members with the monthly close process and finalize monthly financial statements
Take a lead role in building and managing a team, including onboarding, training, and coaching
Be an ongoing resource to Managers and Accountants
What You Bring:
At least 6+ years of operational/managerial accounting/finance experience
Experience overseeing full-cycle accounting for growth stage or middle market companies
Strong knowledge of US GAAP
Undergraduate degree in Accounting or Finance
Experience delivering financial results and insights to CEOs, CFOs, and others
Experience working across departments to create processes and deliver financial information, including class or departmental sales/expense info
Experience overseeing a team that delivers ongoing and month-end close work
Experience preparing financial statements
Experience with inter company transactions and consolidating financial statements; experience with multinational accounting and mergers/acquisitions a plus
Experience with revenue recognition as per GAAP standards and a variety of revenue models and consolidations a plus
Experience with inventory management processes and inventory management systems
Experience with General Ledger software (QuickBooks, NetSuite, Sage, SAP)
Experience with related software and tools (Bill.com, Shopify, Carta, etc.)
Strong working knowledge of payroll and HR/Payroll - Including PEOs
Familiarity with tax and compliance deadlines and requirements
Knowledge of sales tax compliance and related software tools
Strong working knowledge of Excel
CPA, a plus
Current Benefits:
Flexible Workplace Program (Hybrid)
Generous Paid Time Off and Holiday pay
Health Insurance
401(k) match
Paid Parental/Family Leave
Commuter Benefits
Location:
Hybrid (office/remote) position based at our Austin, TX office.