VP Accounting (San Diego)

The Vice President (VP) of Accounting position is primarily responsible for leading client accounting engagements, ensuring high-quality financial reporting, and driving process improvements through automation and best practices. This role also serves as a trusted advisor to clients while managing internal workflows to deliver accurate and timely financial information. 

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Accounting Advisor Duties (45%) 

• Prepare and perform detailed reviews of client financial statements and industry reports; 
• Complete technical accounting research and special projects; 
• Communicate with internal teams to ensure timely and accurate completion of financials; 
• Develop and maintain strong relationships with external vendors (e.g., banking, insurance, accounting professionals, etc.); 
• Provide financial consulting and strategic guidance to clients; 
• Ensure guidance is compliant with current rules and regulations (e.g., federal/state legal compliance, Generally Accepted Accounting Principles, etc.); 
• Develop and document accounting standard operating procedures (SOPs) for clients; and 
• Participate in client and prospect meetings to support business development (BD Goals apply). 

Client Relations Duties (20%) 

• Maintain and strengthen ongoing client relationships; 
• Ensure client questions are responded to accurately and in a timely manner; 
• Provide “white glove” service to clients; 
• Partner closely with clients from start to finish; and 
• Develop custom solutions based on the client’s specific needs. 

Operational Efficiency Duties (30%) 

• Identify opportunities to expand financial analysis services and improve client processes; 

PEAK VENTURES 401 W A Street, Suite 200, San Diego, CA 92101 Page 2 of 3 

• Identify efficiencies within the financial close process and related workflows; 
• Explore new SOPs to promote efficiency and higher quality of service; and 
• Collaborate with executive team regularly on SOP enhancements. 

Administrative Duties (5%) 

• Ensure timecard is accurate and submitted at the end of each Semi-Monthly pay period; 
• Report any inaccuracies on timecards prior to the end of the pay period in writing immediately; and 
• Follow all Company policies and procedures (e.g., Employee Handbook). 

Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. 

WORK ENVIRONMENT AND PHYSICAL DEMANDS 

The physical demands/conditions described below are representative of those that must be met/tolerated by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. (Examples) 

• Frequently sitting at a desk for sometimes long and continuous periods of time; 
• Answering or making calls on the telephone for sometimes long and continuous periods of time; 
• Frequently standing, walking, reaching, climbing, and stooping; 
• Lifting up to 50 lbs.; 
• Looking at a computer screen for long periods of time; and 
• Exposure to low to moderate noise levels typically associated with an accounting office. 

QUALIFICATIONS 

Incumbents must demonstrate the ability to follow policies and procedures as established in the Company’s Employee Handbook. Incumbents will also contribute to a positive work environment by behaving and communicating in a manner such that they get along with all constituent groups, co-workers, and management. 

In addition, the education, experience, and other skills listed below are representative of the knowledge, skills, and/or abilities required. 

EDUCATION 

• Required: basic reading, writing, and math skills typically associated with a high school diploma or equivalent. 
• Required: Bachelor’s degree in accounting, finance, or equivalent. 
• Preferred: Master’s degree in accounting, finance, or equivalent. 

CERTIFICATIONS, LICENSES, AND REGISTRATIONS 

• Required: QuickBooks Online (QBO) or willing to obtain within six (6) months of hire date. 
• Preferred: Certified Public Accountant (CPA) License. 

WORK EXPERIENCE 

• Required: five (5) years of accounting leadership, client-facing accounting advisory, or equivalent experience. 

KEY SKILLS SET 

• Must exhibit a high level of confidentiality; 
• Excellent written and oral communication skills; 
• Strong interest in process improvement, automation, and modern accounting software; 
• Strong organizational, time-management, and problem-solving skills and ability to meet tight deadlines; 
• Proven ability to manage a portfolio of clients; 
• Able to manage competing priorities efficiently; and 
• Team player. 

EQUIPMENT AND APPLICATIONS 

• Working knowledge of MS Office software, including Word, Excel, Outlook, PowerPoint, and SharePoint and messaging applications (e.g., Slack); 
• Working knowledge of accounting software (e.g., QuickBooks); and 
• Working knowledge of all standard office equipment (e.g., copy machines, scanners, printers). 

Department: Accounting 

Reports to: President 

Job Type: Part-Time or Full-Time

Location: Hybrid/Open to Remote

Pay Range: $40.00-$50.00 per hour 

FLSA Status: Non-Exempt