Manager of Accounting Operations

Merit Financial Advisors•Alpharetta, GA

About The Position

The Manager of Accounting Operations oversees the day-to-day execution of the Company’s accounting operations, including general ledger accounting, accounts payable, accounts receivable, payroll accounting, fixed assets, financial close, and related reporting activities. The role ensures processes are performed accurately and efficiently in accordance with U.S. GAAP and Company policies, under the direction and oversight of the Controller. The position partners across Accounting, Finance, Treasury, Tax, Technology, Human Resources, Operations, Compliance, and with auditors to support financial close, reconciliations, internal controls, audits, system implementations, acquisitions, integrations, and process improvements. It also leads and develops accounting staff, advances automation and scalable processes, and helps maintain a strong control environment as the organization grows.

Requirements

  • Bachelor’s degree in Accounting or a related field.
  • CPA required.
  • At least 10 years of progressive accounting experience with strong U.S. GAAP knowledge.
  • At least 5 years of accounting leadership experience managing accounting operations and financial close processes.
  • Experience overseeing accounts payable, accounts receivable, payroll accounting, general ledger accounting, internal controls, and financial reporting.
  • Strong knowledge of U.S. GAAP, accounting operations, financial reporting, internal controls, and month-end close processes.
  • Strong leadership, organizational, analytical, and problem-solving skills.
  • Ability to identify process improvement opportunities and implement scalable operational solutions.
  • Strong reconciliation, review, documentation, and attention-to-detail skills.
  • Strong communication and relationship management skills, including the ability to work effectively across teams and with executive leadership.
  • Ability to manage multiple priorities in a high-growth, acquisition-oriented environment.
  • Ability to work in the EST or CDT time zone.

Nice To Haves

  • Experience in wealth management, RIA, financial services, asset management, broker-dealer, or related industries.
  • Experience supporting acquisitions, integrations, and multi-entity accounting environments.
  • Experience with Sage Intacct and related financial systems.

Responsibilities

  • Lead month-end, quarter-end, and year-end close activities to ensure timely and accurate financial reporting.
  • Oversee general ledger accounting, journal entry review and approval, account reconciliations, and close deliverables.
  • Monitor close performance and implement improvements to increase efficiency and reduce close cycle times.
  • Collaborate with the Director of Technical Accounting to implement accounting policies and technical accounting guidance and ensure transactions are recorded in accordance with U.S. GAAP.
  • Provide leadership and oversight of accounts payable, accounts receivable, payroll accounting, fixed assets, and general ledger functions.
  • Review accounting processes and reconciliations for completeness, accuracy, and appropriate supporting documentation.
  • Monitor accounting metrics, outstanding items, aging reports, accruals, and balance sheet account activity.
  • Partner with the Director of Technical Accounting to support the internal control framework, annual audits, regulatory examinations, and compliance initiatives.
  • Help identify control deficiencies, process gaps, and operational risks; assist in implementing and monitoring remediation plans.
  • Ensure accounting records, reconciliations, and supporting schedules are maintained in accordance with Company policy and regulatory requirements.
  • Lead accounting system enhancements, automation projects, and process improvement initiatives.
  • Partner with Technology and business stakeholders to improve data quality, reporting capabilities, and operating efficiency.
  • Evaluate workflows for scalability as the organization grows through acquisitions and expansion.
  • Support ERP administration, accounting system governance, and accounting-related technology projects.
  • Lead, mentor, develop, and evaluate accounting staff; establish expectations and accountability for accounting operations, close activities, controls, and reporting.
  • Provide coaching, training, and professional development opportunities, and foster continuous improvement, collaboration, operational excellence, and strong internal controls.

Benefits

  • Medical insurance
  • Dental and vision insurance
  • Life and personal accident insurance
  • Short-term disability insurance
  • Long-term disability insurance
  • Flexible Spending Account (FSA), Health Savings Account (HSA), or Dependent Care FSA
  • 401(k) plan with company matching
  • Paid time off
  • Paid holidays
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