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 4+ 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.
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