Director of Accounting

We are a rapidly growing RIA with over $8 billion in AUM focused on helping the growing number of retiring advisors with succession. We execute our strategy through a full-integration model by acquiring and scaling high-quality advisory firms throughout the US that are led by advisors looking to retire and transition their clients to Next Gen staff advisors. As we continue to scale, we are building a best-in-class finance organization to support growth, value creation, and long-term performance.

The Director of Accounting will lead the company’s accounting function during a period of rapid growth and increasing complexity. This role will oversee month-end closing, technical accounting, external audit management, financial reporting, internal controls, cash management and ERP optimization. The ideal candidate brings deep technical accounting expertise, experience in a large highly acquisitive RIA or PE-backed services environment, and the ability to build scalable processes while maintaining a high bar for accuracy and control.

This is a critical leadership role partnering closely with the CFO and FP&A to ensure the finance organization scales effectively alongside the business.

• Own and manage the monthly, quarterly, and annual close process, ensuring timely and accurate financial statements
• Establish and maintain close calendars, reconciliations, and review controls as the business scales
• Lead, mentor, and develop the accounting team, setting clear standards and accountability

• Oversee accounts payable, cash management and daily treasury positioning.
• Manage to a weekly cash forecast and support quarterly shareholder distribution process

• Serve as the technical accounting authority for the organization, including:
• Purchase accounting for acquisitions and integrations
• Lease accounting (ASC 842)
• Equity compensation and share-based payment accounting
• Draft and maintain accounting policies and position memos in accordance with US GAAP
• Partner with M&A and FP&A teams to assess accounting implications of transactions and strategic initiatives

• Lead the external audit process, acting as the primary point of contact for auditors
• Prepare and review financial statements and supporting schedules for audit and lender/investor reporting
• Ensure compliance with internal controls, accounting standards, and PE reporting requirements
• Support lender, board, and investor reporting as needed
• Lead ERP optimization efforts, including requirements definition, process design, and process mapping
• Drive automation and standardization of accounting processes across acquired entities
• Partner cross-functionally to ensure systems support scalability, accuracy, and reporting needs

• Partner closely with the CFO on accounting strategy, organizational design, and process improvements
• Collaborate with FP&A to align actuals, forecasts, and reporting outputs
• Support post-acquisition integration efforts from an accounting and controls perspective

• CPA required
• 8+ years of progressive accounting experience, ideally combining “Big 4” public accounting and industry leadership
• Experience in a large, highly acquisitive RIA, wealth management firm, or PE-backed professional services environment strongly preferred
• Deep knowledge of US GAAP, including business combinations, leases, and equity compensation
• Proven experience managing external audits and complex close processes
• ERP experience required (Workday or similar systems preferred)
• Strong leadership, communication, and stakeholder management skills
• Ability to operate effectively in a fast-paced, evolving environment

• A reliable, well-controlled close process that scales with continued acquisitions
• Clear, defensible accounting positions across complex technical areas
• Smooth audits with strong auditor relationships and minimal surprises
• An ERP and accounting infrastructure that supports growth, visibility, and efficiency
• A high-performing accounting team with clear ownership and accountability

• Opportunity to lead and scale the accounting function at a high-growth platform
• Significant exposure to executive leadership and PE stakeholders
• Hands-on ownership of complex accounting areas in an acquisition-driven environment
• Competitive compensation and benefits with meaningful long-term upside