Manager of Accounting Operations

Merit Financial Advisors • Alpharetta, GA

2d

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. The role ensures processes are accurate, efficient, and consistent 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 external auditors on financial close, reconciliations, internal controls, audits, system implementations, acquisitions, integrations, and process improvements. It leads and develops accounting staff, supports a strong control environment, and drives automation and operational improvements to make accounting processes scalable as the Company grows.

Requirements

• Bachelor's degree in Accounting or a related field.
• CPA required.
• 10 or more years of progressive accounting experience with strong U.S. GAAP knowledge.
• 5 or more 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 departments and with executive leadership.
• Ability to manage multiple priorities in a high-growth, acquisition-oriented environment.

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 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 for 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, and assist with remediation plans.
• Maintain accounting records, reconciliations, and supporting schedules 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 performance expectations and accountability.
• Provide coaching, training, and professional development opportunities to accounting team members.
• 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 (PTO)
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Manager