U.S. Financial Policy Manager

As a seasoned accounting professional, you will oversee the development of accounting policies and procedures, manage day-to-day accounting operations, and ensure timely month-end closes for multiple clients across various industries. Your expertise in U.S. inventory accounting is essential to this role.

You will be responsible for direct ownership over close processes, interacting with clients regularly, and collaborating with Finance and Accounting Leads who will provide oversight and mentorship within our team.

As a key member of our accounting team, you will be exposed to and eventually lead and/or execute additional areas of responsibility, such as People Operations and FP&A.

Our organization encourages innovation and exploration of new ideas. We welcome your interests and curiosity on new projects and opportunities to challenge the status quo.

• Vendor Management and AP
  • Review invoices for proper coding and provide guidance to staff
  • Pay invoices after client approval
  • Oversee 1099 checks on a quarterly basis
• AR and Cash Management
  • Manage AR cycle
  • Review weekly cash flow forecasts and communicate changes/differences
  • Monitor cash flow and make recommendations to the client
• Daily Bookkeeping
  • Manage weekly transaction cycles
  • Maintain organization of data room
• People
  • Facilitate transition support staff on clients
  • Review and approve payroll processing in accordance with the client's payroll schedule(s)
• Month End Close
  • Review bank and credit card reconciliations
  • Lead month end close procedures in accordance with the month end close checklist ensuring all deadlines are met
  • Review monthly balance sheet schedules and disposition discrepancies and/or balances. Advise on necessary adjusting entries.
  • Investigate variances and make journal entry corrections as needed
  • Perform month over month flux analysis and document findings
  • Draft monthly reporting package for Client Lead
• Compliance
  • Review compliance filings such as licensing and corporate insurance
  • Assist accountants with preparation of annual tax returns and audits
  • Manage year-end 1099 filings
• Communication and Team
  • Work cross-functionally with the organization to support ad-hoc requests
  • Maintain thoughtful, timely, and proactive communication with the clients and team
  • Manage accounting inboxes, responding to escalated inquiries where needed
  • Celebrate diversity and foster an inclusive environment where everyone's perspective is valued, and each person is treated with utmost dignity and respect

• Bachelor's degree in Business, Accounting, and/or Finance required
• 5+ years of relevant U.S. work experience
• CPA and/or MBA is a plus
• Experience in Quickbooks Online, Netsuite or similar system required
• Experience in an ERP system highly preferred
• Advanced Excel skills required
• Experience in eCommerce highly preferred
• Experience with inventory accounting required
• Ability to work efficiently and engage in remote environment
• Ability to plan ahead and anticipate personal, client, and team needs
• Work during client business hours
• Balance multiple priorities, multiple clients, and span between day-to-day functions and month-end close responsibilities
• High comfort level in working with many different cloud-based technology tools
• Organize deliverables in logical and clean manner
• Excellent communication skills and business acumen
• Strong analytical and problem-solving skills

• We are proactive, not reactive.
• We pause to listen, evaluate, and then respond.
• We ask for help when needed.
• We are transparent and accountable for actions and intentions.
• We operate cross-functionally with mutual respect among colleagues and clients.
• We prioritize lifelong learning.
• We believe there is a solution to every problem.
• We embrace change and explore new ideas.

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance

• Accounting