Added
5 days ago
Type
Full time
Salary
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Related skills

forecasting financial reporting finance operations budgeting client management

📋 Description

  • Partner with CFOs, controllers, and finance leaders to improve growth, financial operations, and
  • Lead engagements for middle-market, founder-led, and PE-backed companies with practical, hands-on
  • Wear multiple hats, create structure where it doesn’t exist, and solve complex business challenges.

🎯 Requirements

  • 5+ years in accounting/finance, CAAS, or related advisory roles.
  • CPA with Master’s degree (MBA, MAcc, or MS in Finance) required.
  • Experience with growing mid-market, PE-backed, or founder-led organizations preferred.
  • Strong background in accounting, financial reporting, budgeting, forecasting, cash flow, and
  • Proven ability to lead projects, manage client relationships, and mentor teams.
  • Ability to develop meaningful reporting, dashboards, and analytics for decision-making.

🎁 Benefits

  • Hybrid work arrangement (flexible in-office and remote work where appropriate).
  • Comprehensive client-service and business-development opportunities.
  • Collaborative, inclusive firm culture with focus on professional development.
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