Accounting Associate

About The Company Our client is a business transition advisory platform focused on helping small and mid-sized business owners prepare for succession or exit. The firm supports operational cleanup, financial organization, and value enhancement to position businesses for a successful sale or handoff.

Responsibilities

• Lead migration of legacy accounting systems to cloud-based platforms and optimize chart of accounts for enhanced reporting clarity
• Implement modern financial operations including third-party integrations, automated workflows, and GAAP-compliant processes
• Manage comprehensive accounting functions including month-end close, general ledger reconciliations, budgeting, forecasting, and cash flow management
• Provide strategic advisory services to drive EBITDA improvements and increase enterprise value for small business clients
• Collaborate with product and engineering teams to document and standardize financial workflows for future AI automation
• Manage and mentor staff accountants while developing standardized processes and workflows for the CFO Services practice
• Support the deal team throughout the transaction process by providing financial due diligence analysis and ensuring transaction readiness

Requirements

• Bachelor’s degree in accounting or finance
• CPA preferred
• 3-5 years of accounting experience in public accounting or industrial SMB financial operations
• Big 4 experience preferred
• Advanced proficiency in QuickBooks Online/Desktop
• Experience in system migrations and financial optimization
• Prior experience serving small-to-medium business clients a plus
• Strong understanding of small business financial reporting, GAAP compliance, and cash flow management

Salary Range $130,000-$150,000