Accounting Manager

Wells Group; New York (NY); On-site; USD 105,000 - 130,000; Full time

Job summary

Wells Group of New York is seeking an Accounting Manager with 5-10 years of experience to join our boutique accounting and financial advisory firm. This role is the equivalent level to a Controller at a small or medium-sized company, and you will lead accounting for multiple client engagements.

You will manage month-end close, prepare financial statements, reports, and KPIs, ensure U.S. GAAP compliance, collaborate with FP&A, A/P, Treasury, IT and Marketing, and mentor junior staff.

Qualifications

• Bachelor’s or higher degree in Accounting or Finance.
• CPA actively licensed.
• 4–8 years of relevant accounting experience; Big Four experience preferred.
• In-depth knowledge of GAAP (U.S.).
• Experience with ERP systems and advanced MS Excel.

Responsibilities

• Prepare financial statements and reports (balance sheets, P&L, management reports).
• Lead month-end close across multiple clients.
• Analyze variances versus plan and prior periods.
• Develop and communicate KPIs; improve internal controls.
• Lead external audit requests and coordinate with auditors.
• Review General Ledger accounts and activity.
• Collaborate with FP&A, A/P, Treasury, IT, and Marketing.
• Identify process improvements and automation.
• Handle ad hoc accounting/finance projects.
• Oversee junior team responsibilities and provide direction.

Skills

Excellent communication

Team player

Analytical abilities

Education

Bachelor’s degree in Accounting or Finance

CPA actively licensed

Tools

QuickBooks

NetSuite

ERP systems

Job description

This role is the equivalent level to a Controller at a small or medium-sized company.

ABOUT THE COMPANY:

We’re a boutique, dynamic accounting and financial advisory firm and are seeking an Accounting Manager with 5-10 years of experience to join our team. Wells Group of New York is a 25 FTE business services firm headquartered in New York City. We specialize in interim CFO and interim Controller services on a part-time and fractional basis for high-growth businesses in SaaS, media, healthcare, fintech, and consumer goods, among other industries.

We run extremely flat and are looking for someone who can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both in our firm and for our clients. We operate with a highly collaborative and flat organizational structure. We are seeking an individual who not only excels in execution but also seeks to become an integral part of our team, actively contributing to our mission, vision, and culture. This applies not only within our organization but extends to the positive impact you’ll make for our clients as well. This is a salaried full-time position. Salary range: $105k to $130k.

POSITION OVERVIEW:

You will be providing accounting services for our clients (from pre-seed startups to mid-sized companies). Proficiency in handling substantial volumes of financial data, managing diverse tasks and clients with tight deadlines, and delivering transparent and comprehensive reports to management is essential. A solid understanding of accounting and financial practices, coupled with strong computer, verbal, and written communication skills, is expected. The preferred candidate will exhibit meticulous attention to detail, maintain a professional demeanor, and showcase analytical abilities. The ideal candidate is adept at balancing efficiency with accuracy and demonstrates a proactive, and self-starting approach.

If you have a keen interest in both finance and accounting, and are comfortable actively participating in hands‑on accounting tasks while engaging with a diverse range of clients, this role is well‑suited for you.

In summary, this individual will execute all the key processes required for an accounting function (financial statements, cash forecasts, dashboards, compliance items) as well as deliver insights on the financial results - using those financial results to drive decision making and understanding of performance with their clients.

RESPONSIBILITIES:

• Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
• CPA actively licensed, required
• Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary
• Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’
• Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
• Lead process for calculation, presentation, and communication of company-wide KPI’s
• Lead development of internal controls
• Lead external audit requests
• Actively maintain and review designated General Ledger accounts and activity
• Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
• Consistently evaluate areas for process improvement and automation
• Partake in ad hoc accounting or finance projects and analysis, as assigned
• Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

QUALIFICATIONS:

• Bachelor’s or higher degree in Accounting or Finance
• CPA actively licensed
• In depth knowledge of accounting principles and application of U.S. GAAP
• 4-8 year(s) of relevant accounting experience; Big Four accounting experience preferred
• Ability to multitask and prioritize, as this role will require working with approximately 3-8 clients at any given time
• Experience working with complex ERP systems
• Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
• Team player with a strong work ethic
• Quickbooks / Netsuite experience a plus but not required
• Tech savvy and MS Excel super-user (candidate must be comfortable working with and analyzing large datasets)
• Experience working with complex ERP systems - preferred but not required