Bachelor's degree in Accounting, Finance, or related field required.
5-8+ years of experience in accounting, focusing on M&A and post-close integration.
Strong knowledge of U.S. GAAP, particularly ASC 606.
Experience with accounting software implementations (e.g., NetSuite, QuickBooks Online).
Proven ability to manage multiple client engagements under tight deadlines.
Excellent analytical and communication skills.
Leadership experience in mentoring teams and managing projects.
Responsibilities
Lead post-close accounting processes for privately held clients after mergers and acquisitions.
Oversee preparation of accounting schedules and documentation in compliance with GAAP.
Manage net working capital true-up calculations and negotiations with stakeholders.
Provide technical accounting guidance during integration on various issues.
Support implementation of accounting and ERP software for newly acquired entities.
Design accounting workflows and reporting structures for scalable operations.
Serve as primary client contact, ensuring high-quality service and proactive communication.
Benefits
Comprehensive health insurance options.
401(k) retirement plan with company match.
Flexible work arrangements and remote work opportunities.
Professional development and training programs.
Generous paid time off and holiday schedule.
Full Job Description
We are seeking an experienced Client Accounting Services (CAS) Manager with deep expertise in post-close acquisition accounting for privately held companies. This role will lead client engagements involving purchase price accounting (PPA), net working capital (NWC) true-ups, post-acquisition accounting system design and software implementations, and post-close accounting. The ideal candidate brings strong technical accounting knowledge, exceptional project management capabilities, and a client-service mindset to help newly acquired businesses transition seamlessly into their post-transaction financial reporting environment.
Post-Close Acquisition Accounting
Lead end-to-end post-close accounting processes for privately held clients following mergers and acquisitions.
Oversee and prepare accounting schedules, opening balance sheet adjustments, and documentation in accordance with GAAP.
Manage net working capital (NWC) true-up calculations, analyses, and negotiations in collaboration with buyers, sellers, and internal/external stakeholders.
Provide technical accounting guidance on issues arising during integration, including revenue recognition, leases, inventory, and equity arrangements.
Systems & Software Implementation
Lead or support the implementation of accounting and ERP software for newly acquired entities, ensuring accurate data migration and alignment with client reporting needs.
Design and document accounting workflows, control processes, and reporting structures to support scalable post-close operations.
Partner with client leadership to identify system gaps and recommend technology solutions that enhance financial reporting efficiency.
Client Management & Advisory
Serve as a primary point of contact for clients, delivering high-quality service and proactive communication throughout engagements.
Translate complex accounting issues into clear, actionable recommendations for non-accounting stakeholders.
Lead cross-functional collaboration with valuation professionals, auditors, tax advisors, and internal team members.
Identify opportunities to expand client relationships and support new service offerings related to financial operations.
Team Leadership & Quality Control
Manage, coach, and develop staff and senior accountants supporting engagement work.
Review and ensure accuracy of deliverables, analyses, and financial statements.
Contribute to CAS practice development, including methodology enhancement, best-practice documentation, and training initiatives.
Bachelor's degree in Accounting, Finance, or related field required.
5-8+ years of experience in accounting, with significant exposure to M&A, post-close integration, purchase price accounting, or transaction advisory.
