Director, Accounting

Advisor Group•Boston, MA

4d•Onsite

About The Position

The Director of Accounting owns the monthly close, financial reporting, and accounting controls for a wealth management business scaling quickly through acquisition, while also driving cross-functional work across accounting, operations, and advisor relations. The ideal candidate moves comfortably between technical accounting judgment and hands-on problem solving and is energized by building processes in a business.

Requirements

10+ years of progressive accounting/finance experience, preferably including direct experience in a private equity–backed portfolio company environment (required).
Experience in financial services strongly preferred.
Experience with Workday (or a comparable wealth management portfolio accounting platform) preferred.
Experience with M&A integration, and post-close accounting cleanup.
Demonstrated experience managing, mentoring, and developing a team.
Advanced Excel proficiency and demonstrated comfort building process and structure where none currently exists.
Active CPA License required.

Nice To Haves

Master's degree in Accounting, Finance, or Business Administration.
Experience within wealth management, financial services, registered investment advisory (RIA), or professional services environments.
Experience supporting acquisitions and post-acquisition integration efforts.
Familiarity with multi-entity accounting structures and private equity-backed organizations.

Responsibilities

Own the monthly close and drive the team toward a 5-business-day close, coordinating billing, revenue share, and commission/bonus accruals across multiple entities and locations.
Design and enforce controls over billing, revenue share, and journal entry tagging, including segregation of duties between client-facing staff and billing-critical data.
Oversee billing operations across Black Diamond and NetSuite, driving toward standardized, fee calculation and invoicing.
Manage the working relationship with the parent company’s shared services team for AP, payroll, and Workday-based workflows.
Coordinate vendor and contract oversight, eliminating duplicative or expired spend and establishing a defined contract closeout process.
Represent accounting in pre-signing diligence on new acquisitions, ensuring deal terms (deferred payments, earnouts, revenue share) are operationally trackable before contracts are executed.
Assist in continuously improving the M&A integration playbook based on lessons learned from prior deals.
Partner directly with wealth managers and relationship managers on billing, referral fee, and revenue share questions, translating between operational reality and accounting/legal requirements.
Work with HR on compensation, bonus, and commission plan administration, ensuring contractual obligations are properly tracked and accrued.
Act as the cross-functional communication link so that changes in billing arrangements or advisor structures are flagged to accounting before they take effect, not after.
Lead, coach, and develop a team of accounting and finance professionals, building a culture of ownership and continuous improvement.
Act as a trusted extension of the CFO on special projects, cross-functional initiatives, and executive-level communication.
Translate CFO priorities into executable plans for the team, and surface ground-level operational realities back up to the CFO and leadership team.
All other duties as assigned