Financial Consulting Manager - Finance as a Service
Core
Trusted advisor overseeing accounting operations, reviewing complex activities, and building scalable, audit-ready finance functions for public companies and IPO-bound organizations.
Role type
Manager, Finance-as-a-Service (FaaS)
Builds
Scalable, audit-ready finance functions and robust control environments
Domain
Professional services / Public company accounting / IPO preparation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Public company accounting, internal controls, financial close operations, account reconciliation, technical accounting (stock-based comp, debt), audit readiness, process evaluation, mentoring, project management
Preferred skills
CPA, IPO support experience, SOX compliance, risk assessment, external auditor management, ERP systems (NetSuite, Sage Intacct, Quickbooks Online)
Technologies
NetSuite, Sage Intacct, Quickbooks Online
Responsibilities
Manage and review monthly, quarterly, and annual close activities; Review account reconciliations, journal entries, and supporting schedules; Evaluate accounting processes to strengthen internal controls; Oversee engagement workstreams while mentoring staff; Coordinate with client management, auditors, and cross-functional teams; Assist in evaluating complex accounting matters; Identify engagement risks and develop solutions; Support clients through growth, transformation, and IPO readiness; Contribute to business development by strengthening client relationships.
Seniority
Manager, hands-on IC with mentorship responsibilities