About The Position

We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way. Embrace new challenges and deliver real value to some of the world’s most influential Fortune 100 brands, growth companies transforming their industries, and mid-market firms that need help navigating the defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning. Our Accounting Advisory team brings together experienced public accounting professionals and business advisors with deep technical and operational expertise. We partner with high-growth and emerging companies to support IPO readiness, capital raises, M&A lifecycle events, complex technical accounting matters, and evolving financial reporting requirements. The team leverages our Technical Accounting Solution Center and industry specialists to help FinTech clients scale confidently while meeting regulatory and investor expectations.

Requirements

  • Bachelor’s degree in Accounting
  • CPA required
  • 8+ years of experience in professional services (public accounting and/or accounting advisory)
  • Strong experience supporting FinTech, technology-enabled financial services, or high-growth SaaS companies
  • Deep knowledge of U.S. GAAP, SEC reporting requirements, and internal controls
  • Demonstrated success managing client relationships and contributing to revenue growth
  • Willingness to travel up to 25%

Nice To Haves

  • Master’s in Accounting or MBA
  • Experience supporting IPO-stage or recently public FinTech companies
  • Familiarity with complex revenue models, stock-based compensation, business combinations, purchase accounting and equity-linked financing structures
  • Experience with ERP and accounting systems such as NetSuite, Workday, Oracle, SAP, or Microsoft Dynamics 365
  • Proven ability to lead teams, manage multiple engagements, and operate effectively in fast-paced, growth-oriented environments
  • Prior experience originating or expanding client relationships within a consulting or advisory firm

Responsibilities

  • Advise FinTech, payments, SaaS, lending, digital banking, and technology-enabled financial services clients—both public and private—on complex accounting and financial reporting matters, including IPO readiness, audit preparedness, transaction support, carve-outs, and adoption of new accounting standards.
  • Serve as a trusted advisor to executive leadership, providing practical, research-backed guidance on technical accounting, financial controls, and reporting implications of innovative business models.
  • Lead client engagements end-to-end, including project scoping, delivery execution, timeline management, and coordination across cross-functional teams.
  • Develop and deliver executive-level presentations outlining technical conclusions, project plans, risks, and recommended paths forward.
  • Build and grow long-term client relationships with a strong focus on identifying expansion opportunities and converting advisory insights into new engagements.
  • Play an active role in business development by originating opportunities, supporting proposals, participating in client pitches, and collaborating with Partners on go-to-market initiatives within the FinTech ecosystem.
  • Monitor team performance to ensure quality, consistency, and adherence to professional standards while mentoring and developing high-performing talent.
  • Contribute to the development of innovative solutions, methodologies, and thought leadership related to FinTech accounting, emerging technologies, and evolving regulatory expectations.
  • Act as an ambassador of the firm in the marketplace, strengthening our brand through networking, industry involvement, and client advocacy
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