What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Chief of Staff, Finance supports the planning, coordination, and execution of key initiatives across the Finance organization. Reporting to the Chief Financial Officer, the Specialist helps ensure that project plans, deliverables, and documentation align with departmental goals and that stakeholders have the information needed to drive decisions. This role provides structure and consistency to project activities by maintaining schedules, managing risks and action items, supporting cross-functional collaboration, and preparing high-quality reports and presentations.

The ideal candidate brings practical project management experience, strong financial reporting acumen, analytical skills, and the ability to work proactively and collaboratively in a fast-paced corporate environment.

Key Responsibilities

Project Coordination & Execution

• Develop and maintain project plans, schedules, task lists, and status trackers for departmental initiatives.
• Monitor progress against milestones, proactively identify risks or delays, and surface issues for resolution.
• Coordinate with cross-functional partners to gather inputs, validate timelines, and ensure alignment with project objectives.
• Support execution of both short-term tasks and longer-term workstreams with minimal supervision.
• Support onboarding of new project team members by providing access to project tools, documentation, and processes.
• Maintain project tracking and dashboards using tools such as JIRA, Power BI, or other reporting systems.

Reporting & Communication

• Prepare clear, accurate, and concise project status reports that summarize progress, KPIs, challenges, and required decisions.
• Prepare ad-hoc financial executive summaries needed by the CFO to brief, present, and explain financial strategy.
• Create presentations and briefing materials for leadership, communicating proposals, alternatives, or risks in a structured manner.
• Support communication across project teams, ensuring transparency, alignment, and follow-through on commitments.
• Assist in preparing materials for steering committees or leadership reviews.

Governance & Documentation

• Assist in enhancing the department’s PMO framework by updating templates, processes, and standards.
• Organize and maintain shared project materials across Teams, SharePoint, and other collaboration platforms.
• Support audits or reviews by gathering evidence, preparing compliance documentation, and tracking improvement measures to closure.
• Support change management activities related to new company processes, tools, or practices.
• Serve as departmental window for process mapping and standardization activities, such as QMS, ISO, etc.

Meeting Facilitation & Stakeholder Support

• Schedule, coordinate and facilitate project meetings, including preparing agendas, capturing meeting minutes, and managing action items.
• Track stakeholder requests, dependencies, and open issues to ensure timely closure.
• Build productive working relationships with internal partners to support effective collaboration.
• Serve as a point of contact for project inquiries and coordinate responses among project leads or subject matter experts.

Research & Planning Support

• Conduct research and benchmarking to support project scoping, cost estimates, and evaluation of alternatives.
• Assist in preparation of annual planning cycles, including project prioritization.
• Complete assignments required by CFO and Finance Leadership using traditional and innovative data sources.

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (domestic) to other Scout locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

• Bachelor’s degree in business administration, project management, or a related field.
• 8+ years of experience supporting projects or operations in a corporate, cross-functional environment.
• Strong understanding of financial statements, including budgets, forecasts, and long-term planning.
• Experience with structured project management practices and tools.
• Excellent written and verbal communication skills, with the ability to prepare professional and executive-ready materials.
• Proficiency with Microsoft Teams, SharePoint, Project, PowerPoint, Excel, and other collaboration tools.
• Demonstrated ability to manage multiple tasks simultaneously while maintaining attention to detail.
• Analytical mindset with the ability to interpret data and provide meaningful insights.
• Proactive, organized, and able to work both independently and as part of a collaborative team.
• High degree of professionalism, integrity, and discretion

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $100,000.00 - $125,000.00

Internal Leveling Code: IC8

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Manager, Treasury Operations is responsible for the daily cash disposition, bank account management, and payment processing of the enterprise. In addition, the role will support in the company’s liquidity planning, treasury workstation testing and integration, and additional projects as directed by the Sr. Director, Treasury and/or the Chief Financial Officer. It has managerial responsibilities for account management specialist and analysts as part of the Treasury team.

Key Responsibilities

• Prepare the daily cash disposition (including prior day reconciliation) for all bank accounts
• Lead for the SAP treasury workstation utilization, including working with IT teams located in the United States, Germany, and Czech Republic on system enhancements or production incidents
• Analyze and mitigate current FX exposures by preparing and submitting accurate FX spot deal orders to buy or sell foreign currencies
• Primary contact for internal and external auditors for any cash management related documentation requests, process walk-throughs, and explanations
• Approve and release manual payments via bank software
• Resolve payment issues with banking partners or relevant IT teams to ensure payments settle with determined value date
• Maintain and enforce bank account management policies
• Proactively engage key business areas to collect and understand the business to accurately forecast cash inflows and outflows
• Provide insights and information to Sr. Director, Treasury for strategic liquidity planning activities
• Manage and administer Scout’s corporate charge card program.
• Provide regular reporting to the CFO and Finance Management Team on Scout’s liquidity position and forecast
• Responsible for various governance, risk, and compliance initiatives
• Support both internal and external legal teams with respect to ISDA negotiations for Scout Motors Inc.
• Coordinate hedge accounting related topics with Scout Accounting and Volkswagen Group’s Hedge Accounting team.

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (mostly domestic, occasionally international) to other locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring:

• Bachelor's degree with a concentration in accounting, finance, or economics
• 7-10 years experience in corporate treasury or banking
• Excellent interpersonal, verbal, and written communication skills
• Ability to build sustainable relationships with internal colleagues, senior management, banking partners, external consultants, etc.
• Influencing and negotiating skills; assertive when needed
• Ability to multi-task and organize multiple projects and tasks
• Effective analytical and conceptual skills to develop and drive strategic solutions to technical and business related challenges
• Proven ability to lead, manage, and supervise project teams
• Working knowledge of treasury workstations, with respect to cash management and payments
• Practical IT knowledge of modern IT concepts (i.e. visual basic macros, job scripting, etc.)

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave
• Corporate Vehicle Program with:
  • Eligibility for 1 assigned vehicle
  • A mobility stipend

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $120,000.00 - $145,000.00

Internal Leveling Code: M8

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Controlling Senior Specialist will serve as a key Finance Business Partner to multiple corporate-side departments within Scout Motors. This role is responsible for driving financial planning, budgeting, forecasting, and month-end close activities for its assigned cost centers and be a key team member in the defining of internal financial processes, systems, and controls.

Key Responsibilities

Financial Business Partnering

• Act as the primary finance partner to assigned departments, supporting operational and strategic decision-making.
• Build strong relationships with Scout Management Board executives and their leadership teams to understand cost drivers, operational plans, and financial risks
• Provide clear, data-driven insights to improve cost efficiency and budget adherence

Budgeting & Forecasting

• Lead the annual budgeting process for assigned cost centers, including target setting and alignment with corporate objectives
• Develop and maintain rolling forecasts, identifying risks and opportunities
• Partner with department heads to track performance against budget and forecast, proactively addressing variances

Month-End Close & Financial Reporting

• Own financial close activities for assigned cost centers, ensuring accuracy, completeness, and timeliness
• Review and validate transactions, accruals, and cost allocations
• Analyze monthly results and provide variance analysis vs. budget and forecast
• Prepare and present financial reports and insights to CFO and Finance leadership and business stakeholders

Transaction Oversight & Controls

• Support and monitor financial transactions to ensure alignment with budgets and company policies
• Ensure adherence to internal controls and financial governance standards
• Collaborate with Accounting to ensure proper treatment and classification of expenses

Process Improvement & Systems

• Identify opportunities to improve financial processes, reporting, and transparency
• Support implementation and optimization of financial planning and reporting tools
• Contribute to building scalable finance processes in a high-growth environment

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (mostly domestic, occasionally international) to other locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

• Bachelor’s degree in Finance, Accounting, or related field
• 8+ years of experience in financial controlling, FP&A, or related roles
• Experience in a manufacturing, automotive, or industrial environment preferred
• Strong understanding of budgeting, forecasting, and financial close processes
• Advanced Excel skills; experience with ERP and planning systems (e.g., SAP, Oracle, Anaplan) preferred
• Desired experience with AI automation initiatives

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $100,000.00 - $125,000.00

Internal Leveling Code: IC8

What you’ll do

Become part of an iconic brand that is set to revolutionize the electric pick-up truck & rugged SUV marketplace by achieving the following:

The Corporate Controlling Lead serve as a key Finance Business Partner to multiple corporate-side departments within Scout Motors as well as the key analyst on the company’s personnel costs.. This role is responsible for driving financial planning, budgeting, forecasting, and month-end close activities for its assigned cost centers and be a key team member in the defining of internal financial processes, systems, and controls.

Key Responsibilities

Financial Business Partnering

• Act as the primary finance partner to assigned departments, supporting operational and strategic decision-making.
• Build strong relationships with Scout Management Board executives and their leadership teams to understand cost drivers, operational plans, and financial risks
• Provide clear, data-driven insights to improve cost efficiency and budget adherence
• Coordinate consistent practices across team members with corporate controlling responsibilities.

Budgeting & Forecasting

• Lead the annual budgeting process for assigned cost centers, including target setting and alignment with corporate objectives
• Develop and maintain rolling forecasts, identifying risks and opportunities
• Partner with department heads to track performance against budget and forecast, proactively addressing variances

Month-End Close & Financial Reporting

• Aggregate the result across all Corporate Functions for reporting and driving month-end figures to their KPIs.
• Own financial close activities for assigned cost centers, ensuring accuracy, completeness, and timeliness
• Review and validate transactions, accruals, and cost allocations
• Analyze monthly results and provide variance analysis vs. budget and forecast
• Prepare and present financial reports and insights to CFO and Finance leadership and business stakeholders

Transaction Oversight & Controls

• Support and monitor financial transactions to ensure alignment with budgets and company policies
• Ensure adherence to internal controls and financial governance standards
• Collaborate with Accounting to ensure proper treatment and classification of expenses

Process Improvement & Systems

• Identify opportunities to improve financial processes, reporting, and transparency
• Support implementation and optimization of financial planning and reporting tools
• Contribute to building scalable finance processes in a high-growth environment

Location & Travel Expectations:

• This role may be based out of the Scout Motors corporate headquarters in Charlotte, NC. 
• This role requires 4-5 days per week in the office, with regular in-person meetings and events. 
• Applicants should expect that the role will require the ability to convene with Scout colleagues in person and travel to participate in events on behalf of the company from time to time.
• Occasional business travel (mostly domestic, occasionally international) to other locations will be required.

What you’ll bring 

We expect all Scout employees to have integrity, curiosity, resourcefulness, and strive to exhibit a positive attitude, as well as a growth mindset. You’ll be comfortable with change and flexible in a fast-paced, high-growth environment. You’ll take a collaborative approach to achieve ambitious goals. Here's what else you'll bring: 

• Bachelor’s degree in Finance, Accounting, or related field
• 12+ years of experience in financial controlling, FP&A, or related roles
• Experience in a manufacturing, automotive, or industrial environment preferred
• Strong understanding of budgeting, forecasting, and financial close processes
• Advanced Excel skills; experience with ERP and planning systems (e.g., SAP, Oracle) preferred
• Desired experience with AI automation initiatives

What you'll gain

The benefits of joining Scout include the chance to build products and a company from the ground up.  This is a chance to create something new and lasting – with an iconic brand at its foundation.  In addition, Scout provides competitive compensation and benefits to support your physical, mental, and financial wellbeing. Program specifics are detailed in company policies and employee benefit guides, select highlights:

• Competitive insurance including:
  • Medical, dental, vision and income protection plans
• 401(k) program with:
  • An employer match and immediate vesting
• Generous Paid Time Off including:
  • 20 days planned PTO, as accrued
  • 40 hours of unplanned PTO and 14 company or floating holidays, annually
  • Up to 16 weeks of paid parental leave for biological and adoptive parents of all genders
  • Paid leave for circumstances related to bereavement, jury duty, voting time, or military leave

Pay Transparency

This is a full-time, exempt position eligible to receive a base salary and to participate in an annual performance bonus program. Final salary offered will be determined based on factors including but not limited to the candidate's skills and experience. The annual performance bonus program is preset and not candidate dependent.

Initial Base Salary Range: $140,000.00 - $170,000.00

Internal Leveling Code: IC7

The Team:
We’re seeking a dynamic Account Executive to join our North America Enterprise Sales Team. This role focuses on driving expansion within enterprise accounts in the Life Sciences industry. Reporting to the Sales Director of Life Sciences, you’ll have the opportunity to work with world-class products, proven sales strategies, and a collaborative network of value engineers and business development representatives.

The Role:
The primary goal is to expand current logos and contribute significantly to our strategic objective of capitalizing on market potential and expanding market share across enterprise Life Sciences accounts in North America.

The work you’ll do:

• Drive New Business: Identify and develop new opportunities within a defined territory, targeting enterprise accounts to secure new logos.
• Own the Sales Cycle: Manage the entire sales process—from prospecting and qualification to closing six-figure deals.
• Engage Strategic Stakeholders: Build relationships across multiple lines of business, engaging with C-level executives, operational leaders, and key decision-makers.
• Deliver Tailored Solutions: Develop a deep understanding of customer needs and demonstrate how Celonis’ solutions can solve their strategic and operational challenges.
• Showcase Value: Present use-case-specific pitches and demos, independently or in collaboration with Value Engineers, to highlight the measurable impact of Celonis solutions.
• Collaborate with Partners: Work closely with Big 4 consulting firms, SaaS providers, and industry partners to enhance the value proposition for your prospects.
• Leverage Team Support: Partner with your virtual team, including business development representatives, pre-sales, customer success, marketing managers, and partner managers, to drive success.

• The qualifications you need:
  
  
• Proven SaaS Sales Experience: A strong track record of success in enterprise SaaS sales, with a focus on securing new business and consistently achieving revenue targets.
• Expertise in Complex Sales: Experience managing long, multi-stakeholder sales cycles within large enterprise accounts.
• Industry Knowledge: Familiarity with enterprise business applications such as Analytics, BI, or ERP, with the ability to engage with C-level executives (e.g., CFO, COO, CSCO, CPO) at Life Sciences companies. 
• Business Acumen: A solid understanding of business processes and key performance indicators across Life Sciences process domains
• Strong Communication Skills: Exceptional presentation and storytelling abilities to confidently influence senior stakeholders and decision-makers.
• Collaborative Mindset: A team-oriented approach, leveraging internal and external resources to achieve shared goals.

Visa sponsorship is not offered for this role.

Corporate Treasury Manager

Overview
As the Corporate Treasury Manager, you will lead and oversee the company’s treasury operations, including cash management, liquidity management, risk management, and capital optimization. You will provide strategic guidance to the Director of Finance, CAO, CFO and executive leadership, ensuring the company’s financial resources are efficiently managed to support growth and operational needs. This role combines hands-on treasury management with team leadership, process optimization, and cross-functional collaboration across the business.

What you’ll do

·       Provide mentorship, guidance, and support to ensure team goals are achieved.

·       Serve as a treasury and risk advisor to the Director of Finance, CAO, CFO and executive leadership, providing insight into cash, liquidity, and financial risk management.

·       Develop and execute cash management strategies to optimize liquidity and support business operations.

·       Manage investment strategies within regulatory and licensing guidelines to maximize returns and minimize risk.

·       Build and maintain strong relationships with banks, financial institutions, and other key external stakeholders; partner with internal business units as needed on commercial banking relationships.

·       Monitor and manage the company’s financial risk exposure, including interest rate, foreign exchange, and credit risk.

·       Partner with Product Management on planning and execution of lending products and other treasury-related initiatives.

·       Evaluate and recommend changes to the company’s capital structure, including debt, equity, and alternative financing options.

·       Ensure compliance with all regulatory requirements related to treasury operations.

·       Develop, implement, and maintain treasury policies and procedures to ensure best practices, strong internal controls, and process efficiency.

·       Provide timely and accurate financial reporting, analysis, and insights to senior leadership and stakeholders.

·       Drive continuous improvement initiatives, including process automation, technology adoption, and operational efficiency.

·       Collaborate across all levels of the business to achieve financial goals, optimize decision-making, and support strategic initiatives.

What we’re looking for

·       5+ years of progressive experience in treasury management, financial services, or fintech.

·       Demonstrated expertise in cash management, liquidity management, risk management, and capital structure.

·       Proven experience managing relationships with banks, financial institutions, and external stakeholders.

·       Strong analytical, problem-solving, and financial modeling skills.

·       Excellent communication and interpersonal skills, with the ability to clearly present complex financial information to executives and stakeholders.

·       Bachelor’s degree in Finance, Accounting, or a related field required; MBA preferred.

·       Experience implementing process improvements, leveraging technology, and driving operational efficiencies.

FINANCE

What We Do

Our Finance and Accounting teams build the financial infrastructure to scale our growing company. We combine analytical and strategic thinking to develop a sound financial future for our global brand. We work closely with teams across the company, international subsidiaries, as well as with external partners to ensure a world-class finance organization. Our team contains experts from fields like tax, treasury, purchasing, FP&A, and more.

What You'll Do

The FP&A team is responsible for managing the financial forecast. As part of that responsibility, the FP&A team will work closely with business units and functional teams to establish investment plans for both the near- and long-term. Additionally, you will support core FP&A activities for the company such as the quarterly forecast process. You will work extensively within our financial systems including Workday and Adaptive Planning, building custom reports for our leadership and providing insights on financial results and trends. Together with business leaders and the broader Finance team, you will help determine business targets to meet our objectives and put in place systems to measure and report on performance. 

In this role, you will

• Support core corporate FP&A activities such as consolidation of planning submissions from business segments and forecasting of enterprise-wide overhead line items
• Provide visibility to financial performance of the company through continuous and consistent reporting including key drivers of change in the financial forecast
• Create and update presentations used to communicate financial insights to the CFO and senior leaders
• Ensure accuracy in reporting through partnership with the financial systems and accounting teams
• Prepare and maintain driver-based financial and operating models to support decision-making and long-term planning
• Assist the FP&A team’s partnership with business leaders to establish investment plans and prioritize resources
• Leverage financial modeling to assess the opportunity and profitability of key business initiatives 
• Identify short- and long-term financial and operating targets in partnership with business leaders

What we're looking for

• 3-5 years of FP&A, investment banking, and/or private equity experience
• Workday and Adaptive Insights experience preferred
• Advanced Excel skills
• Ability to distill complex analyses into insights that drive action
• Prior experience in high-growth gaming, entertainment, or tech companies highly desired
• Experience collaborating with business unit executives and driving full P&L forecasting (including revenue and COS), initiative planning and execution in highly matrixed organizations
• Strong analytical skills with extensive valuation/financial modeling experience and working with large data sets
• Excellent verbal and written communication skills and ability to influence across the organization
• Ability to effectively build relationships with internal and external partners
• Working knowledge of US GAAP
• CPA/MBA or other qualification preferred

EPIC JOB + EPIC BENEFITS = EPIC LIFE

Our intent is to cover all things that are medically necessary and improve the quality of life. We pay 100% of the premiums for both you and your dependents. Our coverage includes Medical, Dental, a Vision HRA, Long Term Disability, Life Insurance & a 401k with competitive match. We also offer a robust mental well-being program through Modern Health, which provides free therapy and coaching for employees & dependents. Throughout the year we celebrate our employees with events and company-wide paid breaks. We offer unlimited PTO and sick time and recognize individuals for 7 years of employment with a paid sabbatical.                            

The Powered by Centri Senior Manager position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. As a leader of the firm, the Powered by Centri Senior Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities: 

• High-level and in-depth understanding of accounting concepts and ability to explain and teach to staff.
• Sign off on the audit workbook. Ensure any enhancements to the process and or changes made are effectively communicated.
• Complete understanding of accounting concepts in guiding the clients; working with client team to ensure proper review of the cash management reporting.
• Perform and lead all PBC concepts, including performing in depth variance analysis.
• Work with managers to enhance and streamline the onboarding process.
• Audit/tax prep lead in terms of facilitating process with outside CPA.
• Review and ensure completion of budget/forecast related activities and build templates.
• Review and address any manger questions related to the clints cash flow model.
• Review client tax returns before having client CFO/COO/CEO review to ensure all numbers tie out to QB.
• Perform detailed review of work product completed and assess for accuracy of more complex financial statement areas and identify disclosures which are inaccurate/incomplete.
• Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director and begin expanding engagement opportunities.
• Communicate to the Engagement Leaders and team of progress, responsibilities.
• Lead all client meetings and/or calls independently in accordance with the project plan. With the assistance of the Engagement Managing Director and/or Partner, facilitate calls with the SEC, client auditors, client legal counsel, etc. as deemed necessary to accomplish project goals.
• Responsible for confirming with the Manager or if no Manager with Finance that retainer has been received before engagement work begins.
• Leadership responsibilities include building in person connections with the team, peers, and senior leaders in the Firm.
• Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise.
• Continue coaching the team to share knowledge and develop them for the next level.
• Develop training presentations on accounting topics in connection with the CPE committee and present to the team in a lunch and learn format for CPE training credits.

Job Description

• Accurately schedule the team to align with project plan. Weekly review of all time on assigned engagements. Timely update of team schedules that align with shifts in project timeline. Appropriate and accurate completion of project plans at the deliverable level. Regular review of engagement health. Ensuring that each component of the project has the appropriate leverage.
• Review utilization for yourself and all direct reports align with expectations.
• Oversee a managed book of $1,500,000 in revenue.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills/Abilities:

• Strong working knowledge of the Generally Accepted Accounting Principles.
• Being a strong champion for and thrives in an environment of changing priorities.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Above average written and verbal communication skills.
• Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition.
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.

Education and Experience:

• Bachelor’s degree in Accounting or equivalent required.
• CPA Certified
• 9+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Must be able to travel up to 25%.

This Senior Manager position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. As a leader of the firm, the Senior Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency. 

Core Responsibilities: 

• In depth understanding of big picture complex Accounting Advisory topics and how they relate to each other. Ability to oversee progress of entire engagement in the preparation of financial statements and consolidation of trial balances. 
• Perform detailed review of work product completed, ensure all complex technical items have been identified and addressed, assess the accuracy of more complex financial statement areas such as SOCF, Equity, and EPS and identify disclosures which are inaccurate/incomplete. 
• Prepare and review complex technical accounting memos and identify if the appropriate guidance has been used. 
• Oversee and coach Managers to ensure knowledge sharing with the staff and seniors to develop more in-depth knowledge of preparation and review of financial statements and consolidation of trial balances. 
• In depth understanding of complex Accounting Advisory topic and developing subject matter expertise to allow for coaching of Managers.  
• Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director. 
• Lead complex update client meetings and/or calls independently in accordance with the project plan. With the assistance of the Engagement Managing Director and/or Partner, facilitate calls with the SEC, client auditors, client legal counsel, etc. as deemed necessary to accomplish project goals.  
• Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc.  
• Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm.   
• Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise.  
• Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level. 
• Support Firm initiatives and development opportunities.  
• Work to build relationships and promote collaboration in a hybrid environment. 

Required Skills/Abilities: 

• Strong working knowledge of the Generally Accepted Accounting Principles.  
• Being a strong champion for and thrives in an environment of changing priorities.  
• Interpersonal skills to interact in a team environment and foster client relationships. 
• Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition. 
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert. 
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.  

Education and Experience: 

• Bachelor’s degree in Accounting or equivalent required.  
• Must have an active CPA  
• 10+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.  

The Senior Associate position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. Serving as a current and future leader of the firm, the Senior Associate demonstrates the attributes of excellent client service and assists team members in developing technical and professional competency. 

Core Responsibilities:  

• Understand complex Accounting Advisory topics, including the corresponding impact to the financial statements and related disclosures. Execute a comprehensive self-review and begin articulating key concepts to staff and begin to review completed work product. 
• Research basic technical topics while identifying relevant guidance and corresponding SEC rules and regulations. 
• Apply guidance to basic technical topic at hand within a technical accounting position paper with detailed oversite and directions from Manager.   
• Apply guidance to basic technical topics and understand corresponding financial statement impact through performing basic level research. 
• Identify technical accounting issues for broader discussion and hold high level conversations with Managers about related accounting considerations. 
• Review and provide comments on all staff work as it relates the preparation of financial statements and consolidation of trial balances. 
• Delegate and provide a detailed review of staff work, ensure technical accuracy of overall financial statements, and identify disclosures which are inaccurate/incomplete. Responsible for understanding more complex areas such as SOCF, Equity, and EPS. 
• Build in person connections with peers and managers. 
• Engage with the client for requests and leading client calls.  
• Support Firm initiatives and development opportunities.  
• Work to build relationships and promote collaboration in a hybrid environment. 

Required Skills/Abilities: 

• Strong working knowledge of the Generally Accepted Accounting Principles.  
• Being a strong champion for and thrives in an environment of changing priorities.  
• Interpersonal skills to interact in a team environment and foster client relationships. 
• Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition. 
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert. 
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.  

Education and Experience: 

• Bachelor’s degree in Accounting or equivalent required.  
• Begin taking exams for the pursuit of the CPA certification. 
• 4+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.  

Core Responsibilities:  

• Fundamental understanding of how the trial balance works and how it is mapped to financial statements. Begin to understand baseline concepts in preparation of trial balances. 
• Accurately reflect adjusting journal entries within the financial statement. 
• Fundamental understanding of core accounting advisory topics which will have an impact on financial statements. 
• Leverage firm templates and technology to roll forward financial statements and trial balances. 
• Identify time allocated to out of scope tasks not identified in the scope of work and alert manager. 
• Communicate to the team on daily project status and reach out for work when there is downtime.  
• Build in person connections with peers and managers. 
• Review utilization for yourself and all direct reports align with expectations. 
• Support Firm initiatives and development opportunities.  
• Work to build relationships and promote collaboration in a hybrid environment. 

 Qualifications: 

• Strong working knowledge of the Generally Accepted Accounting Principles.  
• Being a strong champion for and thrives in an environment of changing priorities.  
• Interpersonal skills to interact in a team environment and foster client relationships. 
• Above average written and verbal communication skills. 
• Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition. 
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert. 
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.  

 Education and Experience: 

• Bachelor’s degree in Accounting or equivalent required.  
• Begin pursing certifications.  
• 2+ years of relative accounting experience; at least 1 in public accounting or professional services highly preferred.