Description

Overview:

We are seeking an experienced accounting professional with prior experience in the financial services industry to lead the conversion of our existing cash-basis books to GAAP-compliant financials and to manage ongoing GAAP accounting operations. This role is central to our financial infrastructure and will serve as the primary accounting authority, working closely with senior leadership and external tax advisors. This position reports directly to the Director of Accounting. This role is a hybrid role, 3 days in office required.

Key Responsibilities:

GAAP Conversion & Implementation
• Lead end-to-end conversion of cash-basis accounting records to accrual-basis GAAP financials, including restatement of historical periods as applicable.
• Establish and document accounting policies, procedures, and internal controls consistent with GAAP requirements, including balance sheet account reconciliations, prepaid and accrual schedules, etc.
• Work with Finance stakeholders to Identify and resolve differences between cash and accrual treatments across revenue recognition, compensation, deferred items, prepaid expenses, accrued liabilities, and fixed assets.
• Coordinate internally and with outside tax consultants to support the tax return preparation process.

Ongoing GAAP Accounting & Tax Compliance
• Oversee and participate in month-end and year-end close processes, including journal entries, account reconciliations, and financial statement preparation.
• Work with established Cash Accountants to determine necessary Cash Basis to GAAP adjustments needed for GAAP compliant books.
• Work with the Finance stakeholders to serve as liaison with external auditors and tax advisors.
• Manage tax provision calculations and coordinate with CPA firm on federal, state, and local tax filings.
• Monitor changes in GAAP standards and tax regulations and assess impact on the organization.

Special Projects
• Support financial due diligence, audits, or financing transactions as needed.
• Assist in the evaluation and implementation of accounting systems, ERP upgrades, or automation tools.
• Develop management reporting frameworks and KPI dashboards for senior leadership.
• Participate in strategic planning and ad hoc financial analysis as directed.

Supervision
• Directly supervises at least one accounting professional; responsible for day-to-day guidance, work review, and professional development of that staff member.

Qualifications:
• CPA designation preferred; Bachelor's Degree in Accounting or Finance required.
• 8-12 years of progressive accounting experience (financial services industry strongly preferred); a combination of public accounting and private industry strongly preferred.
• Deep technical knowledge of and ability to apply U.S. GAAP to transactions and financial reporting.
• Partnership income tax experience helpful.
• Proficiency in accounting software (NetSuite preferred); advanced Excel skills.
• Strong analytical, organizational, and communication skills; ability to work independently and manage competing priorities.

At Wolfe Research we feel passionately about equal pay for equal work and pay transparency is an integral practice for that. The compensation for this role is market competitive with a base salary range of $190,000-$210,000. We intend to offer the selected candidate a base salary within this range, based on non-discriminatory factors including but not limited to skill set, job-related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.