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Role: Senior Accountant

Priority Location: PH / SA

Working Hours: 8AM - 5PM EST

Salary Range: $2,500 – $3,500

Type of contract: Full-time (With flexible bridge hours for partial U.S./Canada overlap)

Type of job: Remote

About the company

Our client is a well-established family office with over 15 years of experience acquiring and operating lower middle-market businesses across the United States and Canada. The firm focuses on businesses generating between $1M and $10M in EBITDA and currently owns approximately nine portfolio companies spanning multiple industries.

This role will initially support three portfolio companies under the leadership of the CEO, with employee populations of approximately 20, 30, and 50 team members respectively. As the portfolio continues to grow, there will be opportunities for increased responsibility and exposure across additional entities.

The businesses currently maintain individual bookkeeping resources at the operating company level. However, much of the accounting oversight, financial statement preparation, audit coordination, budgeting, and financial review work remains centralized with the CEO, creating a significant operational bottleneck.

The organization is now seeking a highly capable Senior Accountant / Junior Controller to become the financial backbone across multiple entities and help establish a more disciplined, scalable accounting function.

About the Role

This is a hands-on accounting leadership role designed for a finance professional who can bridge the gap between day-to-day accounting execution and controller-level financial oversight.

The successful candidate will take ownership of monthly and quarterly financial statement preparation, coordinate accounting activities across multiple companies, oversee external bookkeepers, and become the primary accounting resource for audits, reviews, and financial reporting.

The client is specifically seeking someone who can remove financial statement preparation and accounting management responsibilities from the CEO, allowing leadership to focus on operating and growing the businesses rather than managing accounting processes.

This role requires someone who is equally comfortable reviewing complex financial statements, cleaning up accounting discrepancies, managing auditor requests, and jumping into detailed accounting tasks such as reconciliations when necessary.

The ideal candidate is not simply a reviewer but someone who enjoys ownership, accountability, and rolling up their sleeves to solve problems.

Key Responsibilities

Financial Reporting & Close Management
Own monthly, quarterly, and year-end financial statement preparation across multiple entities
Establish and maintain a consistent monthly close process
Review financial results and identify discrepancies, trends, and areas requiring attention
Ensure accurate accrual accounting and financial reporting practices
Prepare management reporting packages and supporting schedules
Accounting Oversight
Oversee and quality-check work completed by individual company bookkeepers
Review reconciliations, journal entries, classifications, and accounting adjustments
Resolve "Ask My Accountant" and other outstanding accounting issues
Drive accounting process improvements and standardization across entities
Ensure reporting deadlines are consistently met
Audit & Compliance
Serve as the primary point of contact for external auditors
Prepare audit schedules, supporting documentation, and PBC requests
Assist with annual audits and financial reviews
Draft and maintain internal control documentation and narratives
Coordinate communications across multiple audit firms
Financial Operations & Analysis
Support budgeting and forecasting processes
Assist with variance analysis and profitability reviews
Identify opportunities to improve reporting visibility and financial insights
Support leadership with ad hoc financial analysis and operational reporting

Requirements

Bachelor's Degree in Accounting, Finance, or related field
5+ years of progressive accounting experience
Previous experience in a Senior Accountant, Assistant Controller, Finance Manager, or Junior Controller role
Strong U.S. GAAP knowledge
Experience preparing financial statements independently
Experience supporting audits and working directly with auditors
Strong understanding of month-end and year-end close processes
Advanced reconciliation and financial review skills
Excellent written and verbal English communication skills
Strong attention to detail and problem-solving ability
Ability to manage multiple entities simultaneously

Preferred Qualifications

Big Four experience (Deloitte, EY, PwC, or KPMG) strongly preferred
CPA or equivalent professional accounting qualification preferred
Experience working with U.S. and/or Canadian companies
Experience overseeing accounting staff or bookkeepers
Prior experience in multi-entity environments
Experience with QuickBooks Desktop and Sage 50
Exposure to private equity, family office, or multi-company structures is highly advantageous
Technology Stack
QuickBooks Desktop (U.S.)
Sage 50 (Canada
Remote desktop and on-premise accounting environments
Various audit and reporting tools depending on portfolio company requirements

Ideal Candidate

The ideal candidate combines the technical strength of a Senior Accountant with the ownership mentality of a Controller.
They are highly organized, proactive, and capable of independently managing complex accounting responsibilities across multiple businesses. They are comfortable working directly with auditors, coaching bookkeepers, improving processes, and producing reliable financial reporting without requiring constant oversight.
Candidates with Big Four training, strong U.S. GAAP expertise, and experience operating within growing multi-entity organizations will stand out strongly for this opportunity.

Senior Accountant - 19770