This role is responsible for overseeing accounting operations, financial reporting, internal controls, and key finance processes of the firm. Reporting to the CFO, this role partners with senior leadership to ensure accurate financial reporting, maintain GAAP and regulatory compliance, and support continued growth of the firm’s finance infrastructure.

Duties & Responsibilities

• Prepare and deliver monthly, quarterly, and annual financial statements, as well as department and practice-level reporting.
• Manage month-end and year-end close processes, ensuring accurate general ledger records, reconciliations, supporting schedules, and intercompany activity.
• Supervise day-to-day accounting operations, including Accounts Receivables, Accounts Payable, and Payroll and expense accounting.
• Oversee application of ASC 606 revenue recognition for retainers, success fees, and time-based advisory services.
• Ensure proper treatment of WIP and deferred revenue, variable consideration and contingent fees.
• Partner with deal teams and practice administrators to ensure accurate revenue attribution corresponding incentive calculations and expense allocations.
• Partner with select leaders to develop annual budgets and rolling forecasts, and provide analyses related to revenue performance, margins, operating efficiency, from product and service lines to department and sector coverage to banker-level profitability.
• Serve as the primary liaison for internal and external audits, ensuring documentation, schedules, and related support are complete and audit ready.
• Ensure all reporting complies with GAAP, meets regulatory requirements of SEC/FINRA, and adheres to all internal policies and financial control requirements.
• Maintain accounting systems and reporting integrity while improving controls, workflows, close timelines, billing, collections, expense management, and payables processes.
• Manage and develop accounting team members while fostering accountability, accuracy, collaboration, and continuous improvement.

Basic Qualifications

• Bachelor’s degree
• 10 or more years of progressive accounting and finance experience, including minimum two years of management experience
• Series 27 license or must be willing to obtain within 180 days of hire

Preferred Qualifications

• Certified Public Accountant (CPA)
• Experience in assurance at a Public Accounting firm
• Strong knowledge of GAAP and financial reporting standards
• Experience with revenue recognition in services-based environments
• Strong analytical and problem-solving skills
• Advanced proficiency in accounting systems (Sage Intacct is a plus) and Microsoft Excel
• Excellent communication and organizational skills