CareerPlan

Associate, Operational & Technical Accounting

Dallas; New YorkRemoteFull-time$85k–$130k2026-09-03 → 2026-11-10
Hybrid · United StatesNo visa sponsorship

Core

Associate in Operational & Technical Accounting providing advisory on accounting policies, ERP implementation, financial close processes, and technical accounting for private equity-backed portfolio companies.

Role type

Associate, Operational & Technical Accounting Advisory

Builds

Accounting policies, ERP solutions, financial reporting systems, and consolidated financial statements for PE portfolio companies

Domain

Private Equity / Financial Advisory / Technical Accounting

Required skills

US GAAP, Revenue Recognition (ASC 606), Lease Accounting, Purchase Accounting, Financial Statement Preparation, Account Reconciliations, ERP Implementation, Process Improvement, Project Management

Preferred skills

CPA, IFRS exposure, SaaS revenue model knowledge

Technologies

Excel, PowerPoint, ERP systems

Responsibilities

Perform deep-dives into current state processes and systems to identify root causes of inefficiencies; Implement tools and solutions to streamline financial close processes; Assist with cash-to-GAAP conversion and audit readiness; Design unified finance functions, policies, and charts of accounts for consolidated businesses; Conduct purchase accounting analyses and establish opening balance sheets; Manage audit timelines and project workstreams.

Seniority

Associate, entry-level to mid-level IC