Accounting Manager

Use your accounting knowledge to help employees across the country build financial independence.

Job Type: Full‑time

The Accounting Manager is a key contributor to the Finance & Accounting function, responsible for overseeing day‑to‑day accounting operations, ensuring the integrity and accuracy of financial reporting, and supporting audit and compliance activities. This role plays a critical part in building scalable processes, strengthening internal controls, and supporting financial infrastructure in a high‑growth, technology‑enabled organization. The ideal candidate is a CPA with strong technical expertise who thrives in a fast‑paced, dynamic environment.

• Own the monthly, quarterly, and annual close process, ensuring timely and accurate GAAP‑compliant financial statements
• Manage general ledger activity, including journal entries, accruals, prepayments, and reconciliations
• Maintain and enforce chart of accounts consistency across the organization
• Review and approve journal entries and reconciliations prepared by staff

• Prepare and deliver monthly financial statements and supporting schedules
• Analyze variances between actuals, budget, and prior periods; communicate insights and recommendations
• Support annual budgeting, forecasting, and rolling projections

• Serve as primary liaison for external auditors; coordinate audit schedules, requests, and documentation
• Design, implement, and monitor internal controls to ensure compliance with GAAP and regulations
• Support tax preparation with external advisors
• Assist with regulatory reporting specific to TPA/benefits administration

• Serve as ERP subject matter expert; drive automation and process improvements
• Partner cross‑functionally to enhance system integrations and reporting capabilities
• Lead or support ERP implementations, upgrades, or migrations
• Maintain documentation of accounting policies and procedures

• Supervise and mentor accounting staff and AP team; provide coaching and performance feedback
• Collaborate with Operations, Client Services, and Technology teams to resolve issues
• Support M&A due diligence and post‑acquisition integration efforts
• Assist with investor reporting and strategic financial projects

• Strong knowledge of U.S. GAAP, including revenue recognition and lease accounting
• Advanced Excel skills (pivot tables, lookups, financial modeling)
• Proficiency with ERP systems (e.g., Sage Intacct, Net Suite, Dynamics, SAP)
• Strong analytical and problem‑solving capabilities
• Excellent communication and ability to translate financial data into insights
• High attention to detail and ability to manage multiple priorities in a fast‑paced environment
• Ability to collaborate across functions and influence stakeholders

• Bachelor’s degree in Accounting preferred (Finance or related considered)
• Active CPA license required
• Minimum 5+ years of progressive accounting experience
• Prior public accounting or audit experience preferred
• Experience in high‑growth or technology‑enabled environments preferred
• Experience with ERP systems and financial tools required

• Technical Excellence:
  Deep GAAP expertise and audit‑ready financial management
• Adaptability & Agility:
  Thrives in a high‑growth and evolving environment
• Systems & Process Orientation:
  Leverages technology to improve efficiency and scalability
• Analytical Thinking:
  Translates financial data into actionable insights
• Communication &
  
  Collaboration:
  
  Works effectively across finance and non‑finance teams
• Integrity & Accountability:
  Maintains…