Harvey Nash · 2 days ago
Accounting Manager (CPA Required)
Harvey Nash is seeking an Accounting Manager to oversee the company's accounting operations. The role includes managing financial reporting, compliance, and cross-functional collaboration while ensuring the integrity of financial processes and systems.
Responsibilities
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
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
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
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)
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
Will be responsible for directing the day-to-day efforts of the accounting team and relationships with external partners
Qualification
Required
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
Professional accounting certification (Active CPA)
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
Strong organizational and process management skills
Self-disciplined with a drive to 'get things right'
Strong analytical skills, inquisitive nature, attention to detail, diligence
Exceptional financial modeling skills with great attention to detail
Forward-looking with a focus on improving productivity and streamlining processes
Excellent verbal and written communication skills
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
Preferred
Top 7 firms preferred
Inactive CPA, CMA, etc
Early stage, venture backed company operational experience
Experience with M&A and reporting to institutional & professional investors
Company
Harvey Nash
We’re Harvey Nash, and we build amazing technology and digital teams.
Funding
Current Stage
Public CompanyTotal Funding
unknown1999-02-04IPO
Recent News
2024-10-16
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