Director - Technical Accounting Advisory

  • 0 yrs
  • $ Not Disclosed / YEAR

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Job Description

As a Director in Accounting Advisory, you will provide various accounting advisory services including, but not limited to, IPO and M&A Readiness, CFO Advisory, SEC Compliance & Financial Reporting, Transaction Advisory, Technical Accounting Research & Position Papers, and addressing the need for continuous improvement and optimization of the finance and accounting functions. In addition, the ideal candidate has a strong desire to build and maintain a book of business.To succeed in this role, you should also have strong coaching and team management skills, as well as the desire to mentor staff.


Key Responsibilities:

  • Delegate the preparation of the financial statements and technical accounting position papers to the engagement team members for both public and private companies, as well as other required support materials.

  • Independently research and oversee the research by team members of complex accounting topics, to evaluate potential solutions and provide guidance to the team on next steps.

  • Review accounting memos, financial statements, and other client deliverables prepared by engagement team members, ensuring general accounting standards are applied appropriately. Provide detailed review comments to preparer(s).

  • Independently provide conclusions and recommendations on application of complex accounting guidance to clients and external parties, as requested by the client.

  • Independently facilitate calls with the SEC, client auditors, client legal counsel, etc. as deemed necessary to accomplish project goals.

  • Assist engagement partners in developing budget plans, communicate those budgets to the engagement team and monitor team progress.

  • Take ownership of the engagement while managing upward and downward expectations to ensure deadlines are met and project stays on budget.

  • Lead multiple engagement teams simultaneously to further the Firm’s goals and objectives.


  • Bachelor's degree in relevant discipline (e.g. Accounting, Finance or Business Related Field) required.

  • 12+ years of relative accounting experience; public accounting or professional services experience highly preferred.

  • Experience with public companies.

  • CPA is required.

  • Strong working knowledge/expertise with any of the following:

    • Preparation of SEC filings including Form 10-K, 10-Q, S-1 and 8-K/A

    • Addressing SEC Comment Letters

    • Technical Accounting Research & Position Papers

    • IPO Readiness & Reporting

    • Carve-out Financial Reporting

  • Have an understanding of the services offered by the Firm, look for opportunities to represent the Firm, grow the client base and increase brand recognition.

  • Successful record of directing and deploying staff and senior associates on multiple, simultaneous engagements

  • Advanced in Microsoft Office Suite with an emphasis on Excel skills.


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