Accounting Associate

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; 3-5 years of accounting experience in public accounting or industrial SMB financial operations; Advanced proficiency in QuickBooks Online/Desktop; Experience in system migrations and financial optimization; Strong understanding of small business financial reporting, GAAP compliance, and cash flow management

Nice to have

CPA preferred; Big 4 experience preferred; Prior experience serving small-to-medium business clients a plus