Description:
This O&T Practice is comprised of a dedicated team providing accounting and financial advice to support PE backed portfolio companies on a wide range of transactions and events, including Accounting Policies & Procedures, ERP/Financial System Execution, Financial Statement Close Process, Process & Controls Implementation, Technical Accounting, Finance/Accounting Assessment & Design and Finance & Accounting Organization Standup resulting from a Carve out or Merger transaction. We are doers and problem solvers – making sense of complexity and bolstering sponsors’ value creation thesis’s.
This position must be based in their Dallas (downtown) location and is a hybrid role. Candidates will need to be local to the area, with opportunities for remote work 2-3 days per week, when not traveling.
What You’ll Do
- Work collaboratively with a diverse set of colleagues to serve clients in the areas of financial accounting matters and business processes:
- Prepare financial statements, typically in connection with acquisitions, carve-outs, proposed sale transactions, restatements, etc.
- Assist in the in the design and implementation of new accounting policies and procedures
- Assess and improve financial accounting close process; including accelerating and streamlining monthly and quarterly reporting processes
- Establish and document best-in-class financial and operational internal controls and/or assisting in controls remediation
- Assist with audit preparation
- Oversee and manage financial reporting and operational system implementations
- Assess and design finance and accounting organizational structure
- Bring a knowledge of reporting and/or operational accounting issues to engagements
- Act as the firm representative during client engagements
- Assist in growing the firm by supporting business development activities
- Identify and sponsor internal initiatives
Ideally, You Have
- Minimum of 12+ years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or mix of client service and private industry experience at the Controller level
- Proven experience successfully managing multiple projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
- Bachelor's degree in Accounting or related field. CPA is a plus
- A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc.
- Experience preparing financial statements and drafting footnote disclosures. Experience with carve-outs and restatements is a plus
- Experience implementing and managing standardized costing methods within a business or manufacturing setting
- Practical knowledge and success in managing the separation of business units as it relates to carve-outs
- Experience performing financial and operational internal control reviews
- Knowledge of performing IT assessments and financial system implementation experience is a plus
- Experience working with Private Equity, with an understanding of the unique requirements of the Private Equity consulting environment
- Strong Excel and PowerPoint skills
- Strong client service mindset