Accounting Manager

Accounting Manager (CPA Required)

Remote or Hybrid (Nashville, TN)

Permanent Opportunity

The Accounting Manager will have day-to-day responsibility for planning, directing and coordinating all accounting operational functions of the company. The Accounting Manager will work closely with the CFO to provide critical analysis for our executive, business, product, and engineering teams to help provide data-driven insights that support decisions which shape and scale the company.

Essential Duties and Responsibilities:

Controllership & Accounting Operations

• Own the full accounting function, including GL management, consolidations, and multi-entity accounting.
• Lead and execute a timely, accurate Month-End Close (MEC) process.
• Maintain a strong internal control environment; draft, update, and enforce accounting policies and procedures.
• Ensure appropriate accounting treatment for complex financial products, investment activity, and SaaS revenue streams.

Financial Reporting

• Produce accurate monthly, quarterly, and annual consolidated financial statements in accordance with GAAP.
• Partner with FP&A to support variance analysis and operational reporting needs.
• Prepare and present key financial schedules and insights to leadership, Board of Directors, and Investors.

Audit & Compliance

• Own the annual financial statement audit, working directly with external auditors.
• Manage and support SOC 1 audit requirements, documentation, and control testing.
• Ensure compliance with federal, state, and local tax filing requirements across all legal entities.
• Coordinate with external tax advisors to support corporate tax returns.

Policy, Processes & Systems

• Establish and maintain a comprehensive set of accounting policies, including revenue recognition, cost capitalization, investment treatment, and reserves.
• Recommend and implement tooling and workflow improvements to drive efficiency and accuracy.
• Ensure appropriate mapping and reconciliation of data across systems (e.g., banking, trust/custody, product platforms, ERP).

Cross-Functional Collaboration

• Work closely with Operations, Product, Engineering, and Data teams to ensure accounting alignment with product changes and new initiatives.
• Serve as the accounting subject matter expert for financial services and investment-related workflows.
• Support strategic projects, new product launches, and corporate initiatives.

Leadership Responsibilities:

• Will be responsible for directing the day-to-day efforts of the accounting team and relationships with external partners.

Education and Experience:

• Bachelor’s degree in business, accounting, or related field
• 7-12 years of experience working directly in a combination of corporate accounting, finance, and public accounting (Top 7 firms preferred)
• Professional accounting certification (Active CPA, Inactive CPA, CMA, etc.)
• Early stage, venture backed company operational experience with a proven track record of building the proper team, reporting, controls, and systems to scalably grow
• Experience preparing and presenting complex information to key decision makers, across multiple legal entities, and consolidated financials.
• Experience with selecting and implementing software systems related to Accounting, Reporting, Planning, etc.
• Experience with M&A and reporting to institutional & professional investors

Required Skills and Abilities:

• Strong organizational and process management skills, comfortable prioritizing workload, operating semi-autonomously and delivering high-quality work output within a fast-paced, demanding environment.
• Self-disciplined with a drive to “get things right”.
• Strong analytical skills, inquisitive nature, attention to detail, diligence. Analytical thinker with the ability to summarize financial data into clear and concise recommendations for strategic decision support.
• Exceptional financial modeling skills with great attention to detail and ability to distill complex issues into structured, actionable frameworks that are efficient, scalable and intuitive. Supports positions and recommendations with a focus on data.
• Forward-looking. Always searching for ways to improve productivity, reduce costs, and streamline processes with an eye toward scaling processes to handle high growth.
• Excellent verbal and written communication skills characterized as straightforward, responsible, and factual. Works hard to develop technical expertise, respect authority, and operate within established guidelines.
• Collaborative working style and demonstrated ability to build strong cross-functional relationships. Proven ability to develop and manage a small team.
• Strong working knowledge of Google Suite, MS Office, General Ledgers (QBO, Netsuite, Intaact, etc.), Expense Management Tools, BI Tools (Tableau), Smartsheet.
• Working knowledge of finance law and regulatory standards (GAAP)
• Strong understanding of economic and banking processes