Finance Associate

3 days ago

San Francisco, United States Trisearch Full time

Operational & Technical Accounting

With the increase in complexity of the business environment and transactions, CFOs of private equity backed companies are increasingly being looked towards to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they couple these results with forward looking data to provide strategic insights which are leveraged to make business decisions. Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards.

Our O&T Practice is comprised of a dedicated team providing accounting and financial advice to support PE backed portfolio companies on a wide range of transactions and events, including Accounting Policies & Procedures, ERP/Financial System Execution, Financial Statement Close Process, Process & Controls Implementation, Technical Accounting, Finance/Accounting Assessment & Design and Finance & Accounting Organization Standup resulting from a Carve out or Merger transaction. We are doers and problem solvers making sense of complexity and bolstering sponsors value creation thesiss.

This role can be based in any of our US office locations and is a hybrid role. Ideal candidates should be local to the desired location, with the flexibility to work remotely 2-3 days a week, blending the best of both worlds for efficiency and collaboration.

What Youll Do:

As part of a lean, cross-functional team, the Associate will play a vital role in identifying and rectifying issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work youll do as an Associate:

A rapidly growing company with a global footprint routinely takes 45 days to close its books and produce financial statements. You are brought in to:

o Perform deep-dives and gain an understanding of current state processes, people, and systems (both on paper and in reality).

o Identify root causes and provide recommendations on how to improve broken processes, bridge control gaps, and better align roles and responsibilities with best practices.

o Implement tools and creative solutions that the accounting function can use to streamline their close process (e.g. introduce materiality limits, close checklists, and calendars).

In order to keep pace with its competitors, a technology company is looking to move away from a traditional subscription-based model to a SaaS model, and requires guidance in dealing with the key finance and accounting implications which will ensue. You are part of a team that will:

o Address changes in revenue recognition requirements and draft accounting policies that affirm the new normal.

o Challenge existing assumptions in underlying revenue forecasts and associated cost-drivers.

o Evolve the invoicing process to reflect new business processes.

Following the acquisition of three similar, stand-alone businesses, a PE Sponsor has identified the need to consolidate operations in order to realize the synergies identified in their investment thesis.

Get ready to:

o Design a singular finance function that can serve all three businesses; youll put together intuitive processes and controls and realign roles and responsibilities to suit the strengths of the individuals.

o Draft a unified set of policies and procedures that speak to all three businesses and encourages them to operate with consistency.

o Select, implement, and champion a robust ERP solution which meets the needs of the combined business.

o Consolidate their existing financial reporting from disparate systems, including adjusting for deviations in accounting policies and procedures, to produce a single source of numerical truth.

Ideally, You Have:

Minimum 3 years of experience working in financial accounting or operations at a top-tier public accounting or financial advisory firm, and/or private company

Bachelor's degree in Accounting or related field. CPA is a plus

A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc.

Strong Excel and PowerPoint skills

Strong client service mindset

Ideally, You Are:

A self-starter with a strong work ethic

A leader of others; you lead by example

A strong team player, able to work with team members across all levels

Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary

Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).

Excited to be part of a growing team, with a focus on driving future growth

Full of entrepreneurial spirit and comfortable in a fluid, flat organization

Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies

Passionate about delivering exceptional client service

Someone who enjoys mentoring others and doing meaningful work

Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture

Willing to travel according to client needs

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