Aspen Standard Wealth · 3 weeks ago
Regional Accounting Manager
Aspen Standard Wealth is a rapidly growing national RIA platform focused on wealth management. They are seeking a Regional Accounting Manager to oversee the financial infrastructure of their acquired partner companies, manage accounting functions, and ensure smooth integration of financial processes.
Financial Services
Responsibilities
Responsible for day-to-day GL processes, monthly close, reconciliations, variance analysis, financial statements, budgets and cash forecasts
Apply US GAAP expertise in complex accounting areas, including revenue recognition, purchase accounting, leases and other relevant financial reporting and disclosure requirements
Serve as a key finance lead during post-acquisition integration with partner companies, onboarding onto Netsuite, RAMP and other technology solutions
Work closely with operating company accounting team to transition from cash-basis to accrual accounting as well as to provide hands-on support, training and change management to ensure smooth adoption of new processes
Act as primary point of contact for external auditors
Qualification
Required
8+ years professional experience working within Accounting, with at least 3+ years working on an in-house Accounting team
Experience working in a startup environment with limited corporate infrastructure
Must have in-depth experience working with NetSuite
CPA certification required, experience in public accounting preferred
Responsible for day-to-day GL processes, monthly close, reconciliations, variance analysis, financial statements, budgets and cash forecasts
Apply US GAAP expertise in complex accounting areas, including revenue recognition, purchase accounting, leases and other relevant financial reporting and disclosure requirements
Serve as a key finance lead during post-acquisition integration with partner companies, onboarding onto Netsuite, RAMP and other technology solutions
Work closely with operating company accounting team to transition from cash-basis to accrual accounting as well as to provide hands-on support, training and change management to ensure smooth adoption of new processes
Act as primary point of contact for external auditors
Ownership: Takes full responsibility for outcomes, not just tasks—does what it takes to get to the result, and owns the consequences
Systems Building & Scaling: Designs and implements operating mechanisms—processes, roles, decision rights, documentation, and interfaces—that keep working as complexity, volume, and headcount grow
Benefits
Medical, Dental, and Vision Insurance
Health Savings Account (HSA) with employer contributions
Commuter Benefits
401(k) Plan with a 4% employer match
Unlimited Paid Time Off (PTO)
Life Insurance Coverage
Company
Aspen Standard Wealth
Aspen Standard Wealth is building a family of RIAs that empower leaders and their businesses to build long-term value and fulfillment.
Funding
Current Stage
Early StageCompany data provided by crunchbase