Chief Accounting Officer

A Technology-Driven Financial Services Firm is seeking an experienced certified public accounting professional to join their team as Chief Accounting Officer.

Responsibilities:

• Lead accounting, financial reporting, and control activities for a financial services organization, ensuring accurate results and timely deliverables.
• Maintain and enhance financial policies, procedures, and internal controls to support effective governance and reliable reporting.
• Assess control effectiveness, address process gaps, and coordinate improvements with internal stakeholders and external advisors.
• Oversee the monthly, quarterly, and annual close, including account reconciliations, supporting schedules, management review, and resolution of accounting issues.
• Manage the preparation of financial statements, disclosures, and other external reporting in accordance with U.S. GAAP and applicable requirements.
• Oversee required regulatory filings, partnering with compliance and other teams to ensure complete, accurate, and timely submissions.
• Direct accounting for financial assets and related transactions, including income recognition, valuations, reserves, and financing arrangements.
• Review complex transactions and agreements to determine appropriate accounting treatment and maintain clear supporting documentation.
• Prepare financial reporting packages and presentations for senior management, the Board, and relevant committees, highlighting results, trends, and key issues.
• Oversee tax compliance, tax provision preparation, and planning activities in coordination with internal resources and external specialists.
• Advise business leaders on the financial, accounting, and tax implications of new initiatives, commercial agreements, and organizational changes.
• Establish consistent purchasing and expense approval practices that support cost management, accountability, and effective vendor oversight.
• Enhance reporting on organizational spending, budget performance, and opportunities to improve operating efficiency.
• Perform other duties, as needed.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field required.
• Active CPA license required.
• 15+ years of progressive accounting or controllership experience within banking or technology, including at least 7 years in senior leadership overseeing multiple functions.
• Extensive knowledge of U.S. GAAP, financial governance, and banking regulatory accounting, including Call Reports and applicable FFIEC guidance.
• Experience working within a regulated banking environment or supporting regulated banking operations; exposure to FDIC-regulated institutions strongly preferred.
• Demonstrated success developing internal control frameworks, strengthening financial reporting processes, and managing external audit relationships.
• Strong understanding of complex financial products and transactions across lending, payments, and other financial services activities.