Responsibilities:
- As a Senior Manager, you will interact with clients directly. Not only will you work independently, but you'll also collaborate with a diverse group of talented professionals.
- Leading crucial meetings with clients
- Coaching (and making sure you become a coach) and beginning to lead training
- Reviewing work
- Engagement and project management / ownership
- Enhancing your brand
- Increasing your level of expertise in multiple areas
- Begin to become involved in business development
- Provide excellent timely client service, deliver high quality work, and strengthen client relationships
- Add value through complex transaction analyses including IPOs, M&A, Divestitures, SPACs/Reverse Mergers, and Debt/Equity private placements
- Understand technical accounting background, FASB and SEC rules and regulations, client deadlines and deliverables, requests, and preferences to deliver excellent client services
- Identify, analyze and conclude on generally accepted accounting principles for the client and consult with director or engagement partner
- Supervise, coach and mentor all levels of staff. Conduct performance reviews and contribute to performance feedback and training. Develop and communicate workplace culture and code of conduct
- Lead, manage multiple projects, coach engagement teams, and own client relationships
- Strengthen client relationships and generate additional engagement opportunities through excellent quality, timely execution, and strategic approach to service delivery (i.e., One Firm - Passion, Pride and Purpose)
- Support growth efforts through pursuits, market research and maintaining a network I.e., your social capital.
- Develop and maintain relationships with clients to successfully prepare and complete audits
- Interact with clients, auditors, investment bankers, legal counsel (client & bankers) and manage multiple projects while demonstrating excellence, courage, and discipline.
- Add value to public and private clients by assisting in any of the following:
- Detailed revenue analysis and revenue recognition - existing and future products/services.
- Equity - stock compensation (FAS 123R, warrant accounting) and EPS.
- Draft or review complex sets of financial statements (FS), FS disclosures, MD&A, critical accounting policies, Cap table and SEC comment letter responses.
- SEC Reporting, including S-1, F-1, 10K, 20-F, 10Q, 8K, 6K and other filings.
- Identification and application of technical accounting guidance to client situations under US GAAP (e.g., Leases, Business combinations, foreign currencies, Capitalization of internal use software and website development costs
- Global accounting activities including IFRS, foreign currency and consolidations
Desired Skills & Experience:
- 7+ years of public accounting and industry experience required (minimum of 3 years in public accounting)
- 3 or more years of prior experience managing teams and owning their work product
- Bachelor's degree in accounting or equivalent required
- CPA license preferred
- Experience and familiarity with broad range of industries including those such as tech, biotech, and life sciences
- Professional and personable demeanor
- Passion for helping clients with a strong interest in technical accounting
- Hard working, disciplined, detail oriented and ability to motivate engagement teams
- Experience writing complex technical accounting position papers
- Proven solid verbal and written communication skills
- Aptitude for technical accounting research and self-education, desire to learn and be an expert
- Ability to act and lead as the client contact Knowledge of IFRS or other international accounting standards a plus
- Proficient in the use of Microsoft Office Suite with strong Excel skills
- Some travel may be expected (about 10%)
