Accounting and Finance Manager
About The Position
Pinewell Capital is seeking an Accounting & Finance Manager to support accounting operations across its portfolio companies. This role focuses on maintaining accurate books, managing month-end close processes, and supporting financial reporting across multiple operating businesses. The position works closely with Pinewell leadership and serves as the primary accounting resource across several portfolio companies. The ideal candidate enjoys building reliable processes, improving reporting systems, and ensuring financial information is accurate and timely. This is a hands-on role suited for someone who enjoys owning accounting operations in a dynamic, multi-company environment. This role is ideal for someone who enjoys wearing multiple hats and helping build systems and processes in a growing investment platform.
Requirements
- Bachelor’s degree in Accounting or Finance
- 5–8 years accounting experience
- Strong general ledger and close experience
- Experience working with accounting systems such as QuickBooks, Sage, NetSuite, or Xero
- Advanced Excel skills required
- Experience with multi-entity accounting environments preferred
Nice To Haves
- CPA or CPA track a plus but not required
Responsibilities
- Maintain general ledger integrity across multiple entities
- Manage monthly close processes, including reconciliations and supporting schedules
- Prepare monthly financial statements
- Ensure consistent accounting practices across portfolio companies
- Serve as the primary accountant for smaller portfolio companies without dedicated accounting staff
- Coordinate accounting processes with internal teams at portfolio companies
- Support operating teams with financial data and reporting
- Assist in preparing consolidated reporting across portfolio companies
- Support management reporting and internal financial analysis
- Prepare variance analysis and supporting schedules
- Improve accounting workflows and reduce manual processes
- Standardize reporting structures across portfolio companies
- Leverage tools such as advanced Excel and Power Query to improve reporting efficiency
- Coordinate with external accountants, tax advisors, and auditors
- Support year-end financial reporting and tax processes
- Assist with administrative and operational tasks that support the Pinewell platform, including coordinating vendors, maintaining corporate records, and helping ensure smooth day-to-day office operations.
Benefits
- Health, dental, and vision insurance
- 401(k)
- Performance bonus opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Manager
