Senior Accountant - 19770
About The Position
Our client is a well-established family office with over 15 years of experience acquiring and operating lower middle-market businesses across the United States and Canada. The firm focuses on businesses generating between $1M and $10M in EBITDA and currently owns approximately nine portfolio companies spanning multiple industries. This role will initially support three portfolio companies under the leadership of the CEO, with employee populations of approximately 20, 30, and 50 team members respectively. As the portfolio continues to grow, there will be opportunities for increased responsibility and exposure across additional entities. The businesses currently maintain individual bookkeeping resources at the operating company level. However, much of the accounting oversight, financial statement preparation, audit coordination, budgeting, and financial review work remains centralized with the CEO, creating a significant operational bottleneck. The organization is now seeking a highly capable Senior Accountant / Junior Controller to become the financial backbone across multiple entities and help establish a more disciplined, scalable accounting function. This is a hands-on accounting leadership role designed for a finance professional who can bridge the gap between day-to-day accounting execution and controller-level financial oversight. The successful candidate will take ownership of monthly and quarterly financial statement preparation, coordinate accounting activities across multiple companies, oversee external bookkeepers, and become the primary accounting resource for audits, reviews, and financial reporting. The client is specifically seeking someone who can remove financial statement preparation and accounting management responsibilities from the CEO, allowing leadership to focus on operating and growing the businesses rather than managing accounting processes. This role requires someone who is equally comfortable reviewing complex financial statements, cleaning up accounting discrepancies, managing auditor requests, and jumping into detailed accounting tasks such as reconciliations when necessary. The ideal candidate is not simply a reviewer but someone who enjoys ownership, accountability, and rolling up their sleeves to solve problems.
Requirements
- Bachelor's Degree in Accounting, Finance, or related field
- 5+ years of progressive accounting experience
- Previous experience in a Senior Accountant, Assistant Controller, Finance Manager, or Junior Controller role
- Strong U.S. GAAP knowledge
- Experience preparing financial statements independently
- Experience supporting audits and working directly with auditors
- Strong understanding of month-end and year-end close processes
- Advanced reconciliation and financial review skills
- Excellent written and verbal English communication skills
- Strong attention to detail and problem-solving ability
- Ability to manage multiple entities simultaneously
Nice To Haves
- Big Four experience (Deloitte, EY, PwC, or KPMG) strongly preferred
- CPA or equivalent professional accounting qualification preferred
- Experience working with U.S. and/or Canadian companies
- Experience overseeing accounting staff or bookkeepers
- Prior experience in multi-entity environments
- Experience with QuickBooks Desktop and Sage 50
- Exposure to private equity, family office, or multi-company structures is highly advantageous
Responsibilities
- Own monthly, quarterly, and year-end financial statement preparation across multiple entities
- Establish and maintain a consistent monthly close process
- Review financial results and identify discrepancies, trends, and areas requiring attention
- Ensure accurate accrual accounting and financial reporting practices
- Prepare management reporting packages and supporting schedules
- Oversee and quality-check work completed by individual company bookkeepers
- Review reconciliations, journal entries, classifications, and accounting adjustments
- Resolve "Ask My Accountant" and other outstanding accounting issues
- Drive accounting process improvements and standardization across entities
- Ensure reporting deadlines are consistently met
- Serve as the primary point of contact for external auditors
- Prepare audit schedules, supporting documentation, and PBC requests
- Assist with annual audits and financial reviews
- Draft and maintain internal control documentation and narratives
- Coordinate communications across multiple audit firms
- Support budgeting and forecasting processes
- Assist with variance analysis and profitability reviews
- Identify opportunities to improve reporting visibility and financial insights
- Support leadership with ad hoc financial analysis and operational reporting
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
