Financial Close & Reporting

• Own and lead the full cycle monthly, quarterly, and annual financial close process, ensuring accuracy, completeness, and adherence to established deadlines

• Prepare and review general ledger entries, balance sheet reconciliations, and bank reconciliations with a high degree of accuracy and supporting documentation

• Prepare monthly financial statements including income statements, balance sheets, and cash flow statements; analyze variances and provide meaningful commentary to leadership

• Maintain the integrity of the general ledger and chart of accounts, ensuring all entries are properly supported and documented

• Partner with the Senior FP&A Analyst to deliver timely and accurate data supporting forecast models, drive the annual budgeting process, and generate financial insights that inform key business decisions

• Prepare monthly account analysis packages and identify trends, unusual transactions, risks, and opportunities requiring management attention

• Ensure timely completion and review of all balance sheet reconciliations, with a focus on accuracy, completeness, and resolution of aged reconciling items

Internal Controls & Compliance

• Continuously evaluate the organization's internal control framework, identifying gaps and recommending corrective action

• Serve as the internal subject matter expert on accounting policies and procedures; author, maintain, and enforce written accounting policies across the organization

• Proactively identify control weaknesses and operational inefficiencies, proposing and driving process improvements to reduce risk and improve accuracy

• Ensure organizational compliance with GAAP and other applicable accounting standards; stay current on regulatory changes and assess their impact on the business

Audit, Tax & External Compliance

• Serve as the primary point of contact for external auditors during annual financial audits and year-end review engagements; coordinate requests, prepare work papers, ensure timely and complete responses

• Prepare and manage all regulatory filings including state sales and use tax returns, and any other required state or local filings, ensuring accuracy and on-time submission

• Ensure all documentation is “audit ready” throughout the year, not just at audit time

• Support lender reporting, board reporting, and financial due diligence requests as needed

• Partner with external tax advisors to support annual income tax filings and related compliance requirements

Process Improvement & Leadership

• Act as the accounting department's operational backbone, taking ownership of problems and driving them to resolution without significant escalation

• Identify and implement opportunities to streamline accounting processes, improve automation, and reduce manual effort while maintaining or strengthening controls

• Establish and monitor key performance indicators for the close process and control environment, reporting results to management

• Crosstrain and document processes to ensure continuity and scalability as the organization grows

• Play a key role in ERP optimization, process automation initiatives, and future system implementations

• Challenge existing processes and recommend practical solutions that improve efficiency, visibility, and financial accuracy

Required:

• Bachelor’s degree in accounting, finance, or a related field

• CPA required

• 5+ years of progressive accounting experience

• Experience independently owning a monthly close process

• Experience serving as a primary liaison with external auditors

• Strong proficiency in U.S. GAAP

• Advanced Microsoft Excel skills (pivot tables, VLOOKUP/XLOOKUP, financial modeling)

• Experience with ERP or accounting software platforms (e.g., NetSuite, Sage, QuickBooks, SAP, or similar)

• Familiarity with financial reporting tools and business intelligence platforms

• Working knowledge of budgeting, forecasting, and variance analysis methodologies

• High degree of ownership and accountability

• Strong analytical mindset and attention to detail

• Excellent communication skills

• Ability to thrive in a fast-paced, high-growth environment

• Self-starter who proactively identifies and resolves issues

• Collaborative team player who can partner cross-functionally with operations, HR, and leadership

• Integrity and discretion in handling sensitive financial information

• Demonstrated experience improving processes and strengthening internal controls

Preferred Skills & Qualifications:

• Advanced coursework or certification in internal controls preferred

• Public accounting experience preferred

• Experience supporting private equity-backed, venture-backed, or high-growth organizations preferred

• Experience working in manufacturing, life sciences, pharmaceutical, medical device, or regulated environments preferred

• Prior exposure to sales and use tax compliance and multi-state filings preferred

• Experience participating in an ERP implementation process preferred

• Experience supporting annual audits, lender reporting, and investor due diligence processes

• Experience working through periods of rapid organizational growth and process transformation