Our client is a leading national professional services and advisory firm experiencing continued growth across its CFO Advisory and Accounting Advisory practices.
The firm partners with CFOs, Controllers, and senior finance executives to address complex accounting challenges, strengthen financial reporting, support significant transactions, and build scalable finance organizations.
Its clients range from high-growth, privately held and private equity-backed businesses to established public companies navigating acquisitions, capital markets activity, financial transformation, and evolving regulatory requirements.
As the practice continues to expand nationally, our client is seeking a talented Manager – CFO Advisory & Technical Accounting to play a key role in delivering high-impact advisory engagements.
The Opportunity
This position offers the opportunity to move beyond traditional audit and accounting responsibilities into a client-facing advisory environment where technical expertise directly influences business decisions.
The Manager will work closely with CFOs, Controllers, and accounting leadership teams to resolve complex technical accounting matters, improve financial reporting, support transaction readiness, and strengthen accounting processes.
This is a hands-on leadership role combining technical accounting expertise, project management, and client relationship development.
The ideal candidate enjoys solving complex accounting problems, working directly with finance executives, and managing engagements from initial analysis through successful delivery.
Key Responsibilities
Technical Accounting & Financial Reporting
- Research, analyze, and document complex accounting issues under US GAAP, including preparation of technical accounting memoranda and position papers.
- Advise clients on accounting standards and transactions involving ASC 606, ASC 842, ASC 805, ASC 718, ASC 815, and other relevant guidance.
- Support the preparation and review of financial statements, footnote disclosures, and other financial reporting deliverables.
- Assist with SEC reporting requirements, including Forms 10-K, 10-Q, S-1, and other regulatory filings, as applicable.
- Evaluate accounting policies, financial reporting processes, and the impact of new accounting standards.
Transaction & Capital Markets Advisory
- Support clients preparing for IPOs, acquisitions, divestitures, and other significant corporate transactions.
- Assist with audit readiness, IPO readiness, and financial reporting requirements associated with capital markets activity.
- Perform technical accounting analyses related to business combinations, purchase accounting, equity transactions, and complex financing arrangements.
- Collaborate with transaction advisory, valuation, and other specialists to address complex financial reporting matters.
CFO Advisory & Finance Transformation
- Work directly with finance leadership to identify opportunities to improve accounting processes, reporting accuracy, and operational efficiency.
- Help clients strengthen accounting infrastructure and financial reporting capabilities as their businesses grow.
- Support controllership enhancement, financial close improvements, accounting policy development, and process standardization.
- Participate in finance transformation initiatives involving financial systems, reporting tools, and automation.
Client Engagement & Team Leadership
- Manage multiple client engagements, balancing project scope, deadlines, quality, and deliverables.
- Serve as a trusted day-to-day advisor to Controllers, CFOs, and senior accounting personnel.
- Supervise, mentor, and develop junior professionals involved in client engagements.
- Coordinate with external auditors, internal client teams, and other advisory specialists.
- Identify opportunities to deepen client relationships through exceptional service and an understanding of evolving business needs.
Qualifications
Required
- Bachelor's degree in Accounting, Finance, or a related discipline.
- CPA or equivalent professional accounting qualification.
- Approximately 5–8+ years of progressive experience in public accounting, accounting advisory, technical accounting, or a combination of public accounting and corporate accounting roles.
- Strong understanding of US GAAP and financial reporting requirements.
- Demonstrated ability to research complex accounting matters and prepare or review technical accounting documentation.
- Experience preparing, reviewing, or supporting financial statements and related disclosures.
- Strong project management capabilities, with the ability to manage competing priorities and multiple stakeholders.
- Excellent communication skills and the ability to explain complex accounting matters to clients and senior finance professionals.
- Experience leading projects or supervising accounting professionals.
Preferred
- Big Four, national, or large regional public accounting firm experience.
- Experience in Accounting Advisory, CFO Advisory, or Transaction Accounting Advisory.
- Exposure to SEC reporting, including public-company financial statements and related disclosures.
- Experience with ASC 606, ASC 805, ASC 842, ASC 718, or other complex accounting standards.
- Experience supporting IPO readiness, audit readiness, mergers and acquisitions, or private equity-backed companies.
- Familiarity with financial reporting software, ERP systems, Workiva, and other accounting technology platforms.
- An interest in finance transformation, automation, and emerging technologies.
What Makes This Opportunity Attractive
Meaningful Client Impact
Work directly with CFOs and finance executives on complex accounting, reporting, and transaction-related challenges.
Diverse Advisory Experience
Gain exposure to high-growth companies, private equity-backed businesses, public companies, and organizations navigating significant change.
Professional Growth
Join an expanding national advisory practice with opportunities to broaden technical expertise, develop client relationships, and progress into senior leadership positions.
Collaborative Environment
Work alongside professionals specializing in technical accounting, financial reporting, transaction advisory, finance transformation, and related disciplines.
The search is open to qualified candidates across the United States. Office location, work arrangement, and travel expectations will be discussed based on practice needs.