Accounting & Finance Operations Associate Manager

Siegfried Advisory•Philadelphia, PA

1d•Onsite

About The Position

About Siegfried Advisory Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further enhance, grow and evolve their business. We help People transform themselves into better Leaders to exponentially improve their Lives. Company Overview Siegfried Advisory (“SA”) is a financial and tax advisory firm focused on helping transformative leaders such as entrepreneurs and high-net-worth individuals maximize their growth and wealth potential. We help growth-oriented leaders create more professional and personal freedoms in their lives by helping to clarify their vision of success through leadership advisory. When clients engage in both financial and tax advisory services, they can achieve exponential success by making more informed decisions that impact their business and personal lives. We help interested people transform themselves into better leaders to exponentially improve their lives. Siegfried Advisory is a unique career choice, and we invest deeply in our people and believe in their potential. We have an exclusive group of talented professionals who are all ambitiously committed to continuous growth, personally and professionally. Our client-facing Professionals are helping leaders at growing entrepreneurial companies with their most important work and transforming themselves along the way, while our Operations team is thoughtfully working on the business and helping to grow our Firm with purpose. The investment and expectations of a career at SA are high because the reward of what we offer is even higher. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey® program. Additionally, we offer a comprehensive benefits package that encompasses a wide range of offerings, including robust healthcare coverage, dental and vision plans, generous PTO, a 401k plan with employer match to support your financial goals, a profit-sharing program that allows you to share in the success of our organization, and unique allowances that nurture your physical, emotional, and spiritual well-being. Position Summary The Accounting and Finance Operations Associate Manager reports to the Finance Operations Senior Manager and supports the accuracy and effectiveness of SA’s accounting and finance functions in close collaboration with The Siegfried Group (“TSG”) Finance team. This role works closely with key stakeholders, both internal and external, to ensure the integrity, accuracy, and consistency of financial activities. The Associate Manager supports a broad range of responsibilities, including accounting operations, financial reporting, financial systems, accounting policy, financial planning and analysis (forecasting and reforecasting), treasury management, and internal controls. The role also partners closely with the Finance Operations Senior Manager and collaborates with members of the broader Operations team. Supervisory Responsibility The Accounting and Finance Operations Associate Manager will not have any direct supervisory responsibilities, but as the team grows that may change. Essential Functions & Key Responsibilities Assist with the review of the company’s general ledger, monthly close process, and financial reporting Support the review of Revenue, Billing, Accounts Receivable, Accounts Payable, Payroll, Expense Reports, and Treasury activities Ensure accounting methodologies and financial reporting are consistent with TSG standards through collaboration with the TSG Finance team Support internal and external financial reporting and analytical requirements, including technical accounting research and execution Calculate, monitor, and analyze key financial performance indicators Analyze and propose monthly accruals related to incentive compensation Assist in the preparation of reports and analyses that support senior leadership decision-making, including monthly Service Line financial analysis and contributions to the quarterly Executive Financial Package Adhere to and help monitor financial controls within the accounting function Identify opportunities for process and reporting enhancements and collaborate with the team to implement improvements Required Qualifications 4 Year Degree from Accredited University Certified Public Accountant or progress towards Workday or similar large-scale ERP system experience Strong analytical, problem-solving, and technical accounting skills, including the ability to perform research and produce clear, well-supported documentation Excellent communication and interpersonal skills, with the ability to clearly articulate ideas, build rapport, and collaborate effectively across teams and stakeholders Proven ability to thrive in a fast-paced, high-expectation, growth-oriented environment while managing multiple priorities with strong organizational and time management skills Demonstrated leadership capability, proactive communication style, and entrepreneurial mindset aligned with advancing the Firm’s vision and goals Collaborative, values-driven team player with a strong work ethic and commitment to the Firm’s culture and long-term success Ability to work 9-10 hours per day (or an average of 45 to 50 hours per week) consistently throughout the year Ability to work independently Minimum of 10% of travel is required Strong intangibles aligning with High Performance Model® Ability and willingness to work in a Siegfried office as required for an average of four days per week (or more) in accordance with Siegfried's then-current policy. (This requirement is subject to change at the discretion of management) Desired Qualifications Advanced degrees are desired Big 4 Public Accounting experience a plus FLSA/At-Will Employment This position is an exempt position under FLSA. This position is and will remain at-will in nature. Learn more about our Total Compensation Philosophy. We appreciate your interest in a career at Siegfried Advisory, a unique organization with a higher purpose to help people transform themselves into better leaders to exponentially improve their lives. Siegfried Advisory is an entrepreneurial CPA firm that works with growth-oriented organizations and high-net-worth families to help create a strategic, long-term vision. We bring quality talent to every initiative to support you in the best way possible. Filled with an innovative spirit, we are committed to helping people grow, both personally and professionally. Our approach is centered around developing individual leadership and the continuous pursuit of a bigger future. Our higher purpose is to help people transform themselves into better leaders to exponentially improve their lives.

Requirements

4 Year Degree from Accredited University
Certified Public Accountant or progress towards
Workday or similar large-scale ERP system experience
Strong analytical, problem-solving, and technical accounting skills, including the ability to perform research and produce clear, well-supported documentation
Excellent communication and interpersonal skills, with the ability to clearly articulate ideas, build rapport, and collaborate effectively across teams and stakeholders
Proven ability to thrive in a fast-paced, high-expectation, growth-oriented environment while managing multiple priorities with strong organizational and time management skills
Demonstrated leadership capability, proactive communication style, and entrepreneurial mindset aligned with advancing the Firm’s vision and goals
Collaborative, values-driven team player with a strong work ethic and commitment to the Firm’s culture and long-term success
Ability to work 9-10 hours per day (or an average of 45 to 50 hours per week) consistently throughout the year
Ability to work independently
Minimum of 10% of travel is required
Strong intangibles aligning with High Performance Model®
Ability and willingness to work in a Siegfried office as required for an average of four days per week (or more) in accordance with Siegfried's then-current policy. (This requirement is subject to change at the discretion of management)

Nice To Haves

Advanced degrees are desired
Big 4 Public Accounting experience a plus

Responsibilities

Assist with the review of the company’s general ledger, monthly close process, and financial reporting
Support the review of Revenue, Billing, Accounts Receivable, Accounts Payable, Payroll, Expense Reports, and Treasury activities
Ensure accounting methodologies and financial reporting are consistent with TSG standards through collaboration with the TSG Finance team
Support internal and external financial reporting and analytical requirements, including technical accounting research and execution
Calculate, monitor, and analyze key financial performance indicators
Analyze and propose monthly accruals related to incentive compensation
Assist in the preparation of reports and analyses that support senior leadership decision-making, including monthly Service Line financial analysis and contributions to the quarterly Executive Financial Package
Adhere to and help monitor financial controls within the accounting function
Identify opportunities for process and reporting enhancements and collaborate with the team to implement improvements

Benefits

competitive base salaries
energizing incentive compensation plans
career enhancement opportunities
our hallmark MY Journey® program
robust healthcare coverage
dental and vision plans
generous PTO
a 401k plan with employer match to support your financial goals
a profit-sharing program that allows you to share in the success of our organization
unique allowances that nurture your physical, emotional, and spiritual well-being