Controllership and SEC Managed Services - Senior Manager

Opportunity ID

9897

Department

Advisory

Location(s)

Charlotte

State

North Carolina

Function

Accounting Advisory

Job Description

We currently have an exciting career opportunity for a Senior Manager to join our Controllership & SEC Financial Reporting Managed Services team in our CFO Advisory practice.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.

YOUR TEAM.

The group works with the office of the CFO function from startups to middle market to upper middle market companies. We help CFOs navigate strategic, operational, and accounting challenges. We regularly assist them in preparing for a public or a private transaction and work closely with the M&A group in providing pre and post-transaction support. Come and join us in our journey to helping other finance and accounting executives conceptualize and develop the finance and accounting infrastructure to scale for success.

YOUR ROLE.

Responsibilities include but not limited to:

• Support business development and sales efforts for Controllership and SEC Reporting services, including preparation of marketing collateral, active participation on prospect calls, preparation of proposals, attendance at events and conferences, etc.
• Lead a team responsible for day-to-day activities of accounts payable, cash disbursements, invoicing/billing, collections, payroll, and general accounting functions for clients across diverse industries.
• Manage the month-end, quarter-end, and year-end close processes, including account reconciliations and financial reporting.
• Assess procure-to-pay processes and recommend improvements.
• Lead projects to transition accounting records from cash basis to accrual basis accounting under U.S. GAAP.
• Coordinate and support client financial statement audits.
• Assign projects and direct staff to ensure quality, compliance, and timely delivery.
• Develop cash flow forecasts and management reporting packages with KPIs.
• Identify and proactively engage in business development activities including expanding client relationships, evaluating new market opportunities, and building relationships on behalf of the firm
• Lead the SEC Financial Reporting Managed/Outsourced Services practice and recurring SEC reporting engagements.
• Manage preparation and review of Forms 10-K, 10-Q, 8-K, proxy statements, registration statements, and earnings release support.
• Advise clients on SEC regulations, U.S. GAAP, XBRL requirements, and emerging disclosure standards.
• Identify technical accounting needs at all clients and coordinate with the Technical Accounting Team to provide appropriate guidance on complex transactions.
• Partner with client management, audit committees, external auditors, and legal counsel.
• Oversee disclosure review processes and identify/coordinate SOX/ICFR compliance initiatives with the Risk Advisory specialty practice.
• Support IPO readiness, public company readiness, carve-outs, and capital markets transactions.
• Mentor and develop team members and monitor regulatory developments from the SEC, FASB, and PCAOB.

YOUR EXPERIENCE.

The successful candidate will have:

• Driven, self-starter mentality with strong accountability and leadership skills.
• Ability to work collaboratively and lead multiple service lines simultaneously.
• Strong analytical, problem-solving, and decision-making capabilities.
• Exceptional verbal and written communication skills.
• Ability to present to C-suite executives, Boards, and Audit Committees.
• Bachelor's degree in Accounting, Finance, or related field.
• CPA designation required; MBA or other advanced credentials preferred.
• Experience leading teams, projects, and client engagements.
• Experience with NetSuite, Intacct, QuickBooks, Workiva, OneStream, BlackLine, CCH, Adaptive Planning, or similar platforms.
• 10+ years of experience in controllership, financial reporting, public accounting, technical accounting, SEC reporting, or related advisory services.
• Strong knowledge of U.S. GAAP, SEC reporting requirements, PCAOB standards, SOX compliance, and ICFR.
• Experience preparing, reviewing, or managing SEC filings including Forms 10-K, 10-Q, 8-K, proxy statements, and registration statements.
• Experience supporting public-company finance organizations and capital markets transactions preferred.
• Proficiency in Microsoft Office applications.
• Travel will be required for this role.

In addition, please take a moment to review our

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

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