Manager – Accounting Advisory (Operational Accounting/Controller)

CrossCountry ConsultingSan Diego, CA
$98,000 - $206,000Hybrid

About The Position

By joining our rapidly growing Accounting Advisory practice, you will serve as a trusted partner to our clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. Our work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

Requirements

  • 5+ years of experience spanning advisory, technical accounting, and/or controllership functions with commercial organizations or PE-backed portfolio companies.
  • Prior experience in professional services (public accounting, advisory firm, or management consulting firm).
  • Experience supporting middle-market and emerging growth organizations, with exposure to Software/SaaS, Healthcare, or other B2B industries preferred.
  • Strong operational and technical accounting background, including experience researching complex accounting issues and implementing accounting policies.
  • Experience supporting financial reporting, operational accounting, finance transformation, and accounting process improvements.
  • Experience with transaction-related accounting activities, including mergers and acquisitions, carve-outs, divestitures, or IPO readiness is preferred.
  • Hands-on experience or significant exposure to ERP systems and reporting tools such as NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, Workiva, DFIN, Tableau, Power BI, Alteryx, Snowflake, SQL, or Python.
  • Demonstrated ability to leverage AI and automation tools to improve accounting processes, reporting accuracy, and operational efficiency.
  • Strong client relationship management and communication skills.
  • Experience mentoring and developing junior team members.
  • Professionalism and discretion when interacting with executives and clients.
  • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
  • Continuous Learning Mindset: Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards.
  • Bachelor's degree (or higher) in Accounting, Finance, or a related field.
  • CPA or CA certification preferred.
  • Experience supporting transactions related to mergers and acquisitions, divestitures, carve-outs, spin-offs, or IPOs is preferred but not required.

Nice To Haves

  • Experience supporting middle-market and emerging growth organizations, with exposure to Software/SaaS, Healthcare, or other B2B industries preferred.
  • Experience with transaction-related accounting activities, including mergers and acquisitions, carve-outs, divestitures, or IPO readiness is preferred.
  • CPA or CA certification preferred.
  • Experience supporting transactions related to mergers and acquisitions, divestitures, carve-outs, spin-offs, or IPOs is preferred but not required.

Responsibilities

  • Lead clients in developing streamlined monthly close processes.
  • Manage cash-to-accrual conversions and supporting schedules.
  • Oversee balance sheet reconciliations, account analyses, and roll forwards.
  • Support accounting compliance activities, including tax reporting, sales tax exemptions, 1099 reporting, and preparation of financial statements.
  • Assist clients in developing internal controls, accounting policies, and process documentation.
  • Support budgeting, forecasting, and management reporting initiatives.
  • Guide the implementation and optimization of cloud-based finance and accounting systems.
  • Oversee the preparation and review of journal entries, reconciliations, and period-end close activities.
  • Guide clients through efficient external audit processes.
  • Support SEC reporting, including the design of reporting processes, restatement assistance, and preparation of Forms 10-K, 10-Q, and 8-K.
  • Improve financial planning and analysis through budgeting, forecasting, and data analytics.
  • Review monthly internal financial reporting packages.
  • Support regulatory reporting requirements.
  • Partner with business units outside of accounting to improve financial operations.
  • Advise clients on leveraging AI and automation to streamline close processes, improve forecasting, and enhance data-driven decision making.
  • Collaborate with IT and finance teams on ERP implementations, finance transformation initiatives, and financial system integrations during acquisitions.
  • Support implementation of new accounting standards and accounting policies.
  • Communicate effectively with clients regarding project findings, recommendations, and status updates.
  • Collaborate with CrossCountry and client teams to identify business issues and develop practical solutions.
  • Oversee project administration, including project planning, budgeting, account management, and billing.
  • Mentor team members through coaching, regular feedback, performance evaluations, and development opportunities.
  • Help project teams resolve complex accounting and operational issues.
  • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients in accordance with company policies on data protection, intellectual property, and professional standards.
  • Stay informed about emerging AI tools and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Benefits

  • Comprehensive healthcare options, including medical, dental, and vision coverage
  • Flexible spending accounts
  • 401(k) with company matching
  • Generous parental and maternity leave policies
  • Technology stipends
  • Wellness reimbursement programs
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