What are the responsibilities and job description for the Financial Statements Manager position at David Cutler Accountants + Advisors?
About The Company
At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.
Cutler Advisors provides tax and business consulting services, including support for family-owned and closely held businesses and high-net-worth individuals.
About The Role
The Financial Statements Manager leads accounting and financial reporting for a portfolio of Cutler Advisors clients. This hands-on manager oversees month-end close, financial statement preparation, and management reporting; reviews staff work; and helps clients understand their financial results. The role is accountable for accurate, timely deliverables, clear supporting documentation, and consistent application of firm quality standards.
The manager supervises one existing team member and may coordinate additional global delivery support as the team develops. The role combines technical accounting judgment with client relationship management, work planning, and staff development.
Key responsibilities
Plan and manage close and reporting engagements, setting client expectations, assigning work, and monitoring deadlines, staffing, and open items.
Prepare and review financial statements and management reporting packages, including balance sheets, income statements, cash-flow statements, and supporting schedules. Coordinate final release and any required sign-off through firm-approved review and approval procedures.
Review reconciliations, journal entries, and workpapers for accuracy, completeness, and support for accounting conclusions. Resolve review comments and ensure statements tie to underlying records.
Investigate discrepancies and complex accounting matters, including accruals, revenue recognition, capitalization, and multi-entity activity. Document conclusions and escalate matters requiring additional technical guidance.
Serve as a primary client contact for accounting and reporting matters. Obtain needed information, explain variances and financial results, and communicate issues or scope changes promptly.
Delegate, coach, and review team members’ work. Provide performance feedback and development guidance, manage capacity, and coordinate global delivery resources when assigned.
Monitor engagement scope, hours, quality, and delivery risks. Recommend corrective action early and coordinate with Tax, Operations, and other firm teams as needed.
Improve close checklists, workpaper templates, reporting packages, and accounting workflows to strengthen consistency and reduce rework.
Qualifications
6 years of accounting experience, including month-end close and financial reporting; public accounting or outsourced accounting experience preferred.
Prior experience leading teams, reviewing staff work, and managing multiple client engagements or reporting deadlines.
Bachelor’s degree in Accounting or a related field required.
CPA required.
Strong knowledge of accounting principles, reconciliations, financial statements, and supporting workpapers, with the judgment to resolve or appropriately escalate complex matters.
Clear client-facing communication skills and the ability to explain accounting issues and financial results to non-technical audiences.
Proficiency with spreadsheets and accounting systems; experience with platforms such as QuickBooks, Xero, Sage, or NetSuite and reporting tools preferred.
Tools and workflow
Maintain close calendars, client deliverable trackers, and information-request logs showing deadlines, ownership, dependencies, and unresolved items.
Use reconciliation schedules, journal-entry support, and statement tie-outs to maintain a clear review trail from source records to final reporting.
Prepare and review budget-versus-actual analysis and variance commentary, documenting explanations and items requiring follow-up.
Track review notes, rework trends, engagement hours, and team capacity to improve quality, workload planning, and delivery.
Success expectations
Client close and reporting deliverables are accurate, well supported, and completed on time with minimal rework.
Clients receive clear communication and useful explanations of financial results; missing information, risks, and scope changes are addressed early.
Team members receive clear priorities, timely feedback, and development opportunities, with workloads aligned to capacity.
Accounting conclusions and approvals are documented, and repeatable workflows improve consistency and efficiency.
Compensation & Benefits
The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
We Provide a Robust Benefits Package, Including
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.
Cutler Advisors provides tax and business consulting services, including support for family-owned and closely held businesses and high-net-worth individuals.
About The Role
The Financial Statements Manager leads accounting and financial reporting for a portfolio of Cutler Advisors clients. This hands-on manager oversees month-end close, financial statement preparation, and management reporting; reviews staff work; and helps clients understand their financial results. The role is accountable for accurate, timely deliverables, clear supporting documentation, and consistent application of firm quality standards.
The manager supervises one existing team member and may coordinate additional global delivery support as the team develops. The role combines technical accounting judgment with client relationship management, work planning, and staff development.
Key responsibilities
Plan and manage close and reporting engagements, setting client expectations, assigning work, and monitoring deadlines, staffing, and open items.
Prepare and review financial statements and management reporting packages, including balance sheets, income statements, cash-flow statements, and supporting schedules. Coordinate final release and any required sign-off through firm-approved review and approval procedures.
Review reconciliations, journal entries, and workpapers for accuracy, completeness, and support for accounting conclusions. Resolve review comments and ensure statements tie to underlying records.
Investigate discrepancies and complex accounting matters, including accruals, revenue recognition, capitalization, and multi-entity activity. Document conclusions and escalate matters requiring additional technical guidance.
Serve as a primary client contact for accounting and reporting matters. Obtain needed information, explain variances and financial results, and communicate issues or scope changes promptly.
Delegate, coach, and review team members’ work. Provide performance feedback and development guidance, manage capacity, and coordinate global delivery resources when assigned.
Monitor engagement scope, hours, quality, and delivery risks. Recommend corrective action early and coordinate with Tax, Operations, and other firm teams as needed.
Improve close checklists, workpaper templates, reporting packages, and accounting workflows to strengthen consistency and reduce rework.
Qualifications
6 years of accounting experience, including month-end close and financial reporting; public accounting or outsourced accounting experience preferred.
Prior experience leading teams, reviewing staff work, and managing multiple client engagements or reporting deadlines.
Bachelor’s degree in Accounting or a related field required.
CPA required.
Strong knowledge of accounting principles, reconciliations, financial statements, and supporting workpapers, with the judgment to resolve or appropriately escalate complex matters.
Clear client-facing communication skills and the ability to explain accounting issues and financial results to non-technical audiences.
Proficiency with spreadsheets and accounting systems; experience with platforms such as QuickBooks, Xero, Sage, or NetSuite and reporting tools preferred.
Tools and workflow
Maintain close calendars, client deliverable trackers, and information-request logs showing deadlines, ownership, dependencies, and unresolved items.
Use reconciliation schedules, journal-entry support, and statement tie-outs to maintain a clear review trail from source records to final reporting.
Prepare and review budget-versus-actual analysis and variance commentary, documenting explanations and items requiring follow-up.
Track review notes, rework trends, engagement hours, and team capacity to improve quality, workload planning, and delivery.
Success expectations
Client close and reporting deliverables are accurate, well supported, and completed on time with minimal rework.
Clients receive clear communication and useful explanations of financial results; missing information, risks, and scope changes are addressed early.
Team members receive clear priorities, timely feedback, and development opportunities, with workloads aligned to capacity.
Accounting conclusions and approvals are documented, and repeatable workflows improve consistency and efficiency.
Compensation & Benefits
The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
We Provide a Robust Benefits Package, Including
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term & Short-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.