Finance and Accounting Manager

About

The Role

Key Responsibilities

• Own the end-to-end month-end close process across multiple client engagements
• Manage offshore resources and/or accounting tools to execute bank reconciliations, revenue entries, accrual-based expense bookings, and balance sheet reconciliations
• Ensure books close on a tight cadence with documented controls and review procedures

• Oversee and run a weekly AP cycle for clients, including oversight of offshore resources or tools for vendor management, bill approvals, payment runs, and reconciliation
• Establish AP workflows that are scalable, auditable, and client-ready

• Build and maintain three-statement financial models (P&L, balance sheet, cash flow) for clients Note: This is the skill that we often see roadblocks with talent on - there are a surprising number of candidates that don’t know how to do a proper cash flow statement
• Deliver monthly budget vs. actuals reporting with clear variance commentary
• Translate financial data into executive-ready insights for client leadership

• Maintain and update a rolling 13-week cash flow forecast for each client
• Surface liquidity risks and opportunities to the partner and client executives

• Serve as a trusted day-to-day point of contact for client finance and operations teams
• Document and standardize processes to support the firm's growth and future hires

Required Qualifications

• CPA license (or international equivalent - CA, ACCA, etc.)
• 4+ years of finance and accounting experience, in-house experience at a CPG and/or SaaS company is a plus
• Demonstrated ownership of full-cycle month-end close
• Experience building and maintaining three-statement financial models
• Proficiency with modern accounting and FP&A tools (e.g., QuickBooks Online or NetSuite, Bill.com or Ramp, advanced Excel / Google Sheets)
• Experience managing offshore bookkeeping resources or outsourced accounting teams
• Strong attention to detail with the ability to move fluidly between strategic and tactical work

Preferred Qualifications

• Familiarity with ASC 606 revenue recognition (SaaS) and inventory / COGS accounting (CPG)
• Experience implementing or migrating accounting systems
• Comfort working directly with founders and executives

What Success Looks Like

• Fully ramped on existing client books and close processes
• Owning the weekly AP cycle for all active clients
• Baseline 13-week cash flow forecasts established for each engagement

• Closes consistently delivered on schedule with clean, auditable workpapers
• Clients receive timely, accurate monthly reporting packages that they actively use for decision-making
• Documented playbooks for close, AP, modeling, and forecasting in use across the practice