Director of Accounting

A rapidly growing RIA with over $8 billion in AUM is seeking a Director of Accounting to help lead its finance function during a period of significant expansion. The firm focuses on supporting retiring advisors through a full‑integration succession model, acquiring and scaling high‑quality advisory practices across the U.S. As the organization continues to grow, it is building a best‑in‑class finance team to drive scalability, value creation, and long‑term performance.

• Lead the monthly, quarterly, and annual close process to ensure timely, accurate financial statements
• Establish and maintain close calendars, reconciliations, and review controls
• Mentor and develop the accounting team, setting clear expectations and accountability

• Oversee accounts payable, cash management, and daily treasury activities
• Manage a weekly cash forecast and support quarterly shareholder distributions

• Serve as the organization’s technical accounting authority, including:
• Purchase accounting for acquisitions
• Lease accounting (ASC 842)
• Equity compensation and share‑based payments
• Draft and maintain accounting policies and technical memos in accordance with US GAAP
• Partner with M&A and FP&A to evaluate accounting implications of transactions and strategic initiatives

• Lead the external audit process and act as the primary liaison with auditors
• Prepare and review financial statements and supporting schedules for audits and lender/investor reporting
  
  Ensure compliance with internal controls, accounting standards, and PE reporting requirements
• Support lender, board, and investor reporting as needed
• Lead ERP optimization, including requirements definition, process design, and process mapping
• Drive automation and standardization across acquired entities
• Partner cross‑functionally to ensure systems support scalability, accuracy, and reporting needs

• Work closely with the CFO on accounting strategy, organizational design, and process improvements
• Collaborate with FP&A to align actuals, forecasts, and reporting
• Support post‑acquisition integration from an accounting and controls perspective

• CPA required
• 8+ years of progressive accounting experience, ideally combining Big 4 public accounting and industry leadership
• Experience in a large, acquisitive RIA, wealth management firm, or PE‑backed services environment strongly preferred
• Deep knowledge of US GAAP, including business combinations, leases, and equity compensation
• Proven experience managing external audits and complex close processes
• ERP experience required (Workday or similar preferred)
• Strong leadership, communication, and stakeholder management skills
• Ability to thrive in a fast‑paced, evolving environment