VP Accounting

PEAK; San Diego (CA); On-site; USD 150,000 - 180,000; Full time

Job summary

PEAK in San Diego seeks a Vice President of Accounting to lead client accounting engagements and ensure high-quality financial reporting. You will drive process improvements through automation, develop SOPs, and act as a trusted advisor to clients while coordinating internal workflows to deliver accurate and timely financial information.

The role emphasizes building client relationships, supporting business development, and guiding accounting teams to meet regulatory and GAAP standards.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree in accounting or finance required.
• Master’s degree preferred.
• QuickBooks Online required or to be obtained within 6 months.
• CPA license preferred.

Responsibilities

• Prepare and review client financial statements and industry reports.
• Conduct technical accounting research and special projects.
• Communicate with internal teams to ensure timely financials.
• Develop and maintain relationships with external vendors and advisors.
• Provide financial consulting and strategic guidance to clients.
• Ensure GAAP and regulatory compliance in financial reporting.
• Document SOPs for clients.
• Support BD goals by participating in client and prospect meetings.
• Identify opportunities to expand financial analysis services and improve client processes.
• Improve efficiencies in the financial close process and related workflows.
• Develop new SOPs for efficiency and quality, in collaboration with the executive team.
• Ensure timecard accuracy and compliance with company policies.

Skills

Confidentiality

Communication

Process improvement

Time management

Portfolio management

Prioritization

Team player

Education

High school diploma

Bachelor's in accounting/finance

Master's in accounting/finance

Tools

QuickBooks

MS Office

Slack

SharePoint

Job description

The Vice President (VP) of Accounting position is primarily responsible for leading client accounting engagements, ensuring high-quality financial reporting, and driving process improvements through automation and best practices. This role also serves as a trusted advisor to clients while managing internal workflows to deliver accurate and timely financial information.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepare and perform detailed reviews of client financial statements and industry reports;
• Complete technical accounting research and special projects;
• Communicate with internal teams to ensure timely and accurate completion of financials;
• Develop and maintain strong relationships with external vendors (e.g., banking, insurance, accounting professionals, etc.);
• Provide financial consulting and strategic guidance to clients;
• Ensure guidance is compliant with current rules and regulations (e.g., federal/state legal compliance, Generally Accepted Accounting Principles, etc.);
• Develop and document accounting standard operating procedures (SOPs) for clients; and
• Participate in client and prospect meetings to support business development (BD Goals apply).

Client Relations Duties (20%)

• Maintain and strengthen ongoing client relationships;
• Ensure client questions are responded to accurately and in a timely manner;
• Provide “white glove” service to clients;
• Partner closely with clients from start to finish; and
• Develop custom solutions based on the client’s specific needs.

Operational Efficiency Duties (30%)

• Identify opportunities to expand financial analysis services and improve client processes;

• Identify efficiencies within the financial close process and related workflows;
• Explore new SOPs to promote efficiency and higher quality of service; and
• Collaborate with executive team regularly on SOP enhancements.

Administrative Duties (5%)

• Ensure timecard is accurate and submitted at the end of each Semi-Monthly pay period;
• Report any inaccuracies on timecards prior to the end of the pay period in writing immediately; and
• Follow all Company policies and procedures (e.g., Employee Handbook).

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

WORK ENVIRONMENT AND PHYSICAL DEMANDS

The physical demands/conditions described below are representative of those that must be met/tolerated by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. (Examples)

• Frequently sitting at a desk for sometimes long and continuous periods of time;
• Answering or making calls on the telephone for sometimes long and continuous periods of time;
• Frequently standing, walking, reaching, climbing, and stooping;
• Lifting up to 50 lbs.;
• Looking at a computer screen for long periods of time; and
• Exposure to low to moderate noise levels typically associated with an accounting office.

QUALIFICATIONS

Incumbents must demonstrate the ability to follow policies and procedures as established in the Company’s Employee Handbook. Incumbents will also contribute to a positive work environment by behaving and communicating in a manner such that they get along with all constituent groups, co-workers, and management.

In addition, the education, experience, and other skills listed below are representative of the knowledge, skills, and/or abilities required.

EDUCATION

• Required: basic reading, writing, and math skills typically associated with a high school diploma or equivalent.
• Required: Bachelor’s degree in accounting, finance, or equivalent.
• Preferred: Master’s degree in accounting, finance, or equivalent.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

• Required: QuickBooks Online (QBO) or willing to obtain within six (6) months of hire date.
• Preferred: Certified Public Accountant (CPA) License.

WORK EXPERIENCE

• Required: five (5) years of accounting leadership, client-facing accounting advisory, or equivalent experience.

KEY SKILLS SET

• Must exhibit a high level of confidentiality;
• Excellent written and oral communication skills;
• Strong interest in process improvement, automation, and modern accounting software;
• Strong organizational, time-management, and problem-solving skills and ability to meet tight deadlines;
• Proven ability to manage a portfolio of clients;
• Able to manage competing priorities efficiently; and
• Team player.

EQUIPMENT AND APPLICATIONS

• Working knowledge of MS Office software, including Word, Excel, Outlook, PowerPoint, and SharePoint and messaging applications (e.g., Slack);
• Working knowledge of accounting software (e.g., QuickBooks); and
• Working knowledge of all standard office equipment (e.g., copy machines, scanners, printers).