Accounting Manager

Director of Accounting & Finance

UWorld is the worldwide leader in online test-prep question banks. Since 2003, millions of students and professionals have trusted UWorld to help them prepare for high-stakes examinations in medicine, nursing, law, accounting, finance, and other professional fields.

Our success is driven by a commitment to excellence, innovation, and doing things the right way. As UWorld continues to grow, we are looking for an experienced Director of Accounting & Finance to join our Finance & Accounting team and play a key role in maintaining the financial integrity and operational effectiveness of the organization.

The Director of Accounting & Finance is a key member of UWorld's Finance & Accounting leadership team and will report directly to the Controller. This role will oversee core accounting operations, tax and compliance, financial reporting, audit activities, and accounting process improvements.

We are looking for a seasoned accounting professional who can operate independently, exercise sound judgment, and confidently navigate complex accounting and tax matters. The ideal candidate combines deep technical accounting expertise with strong leadership, business acumen, and a continuous-improvement mindset.

This is a hands-on leadership position. The successful candidate will not simply oversee the accounting functionthey will understand the details, identify opportunities to improve processes, develop their team, and serve as a trusted partner to the CFO and business leaders across UWorld.

General Accounting & Financial Operations 40%

• Oversee day-to-day general accounting activities and ensure the accuracy and integrity of the general ledger.
• Ensure timely and accurate processing of positive pay transactions and other banking-related accounting activities.
• Lead and support the monthly, quarterly, and annual accounting close processes.
• Review complex and non-routine accounting transactions and provide guidance on appropriate accounting treatment.
• Monitor accounting activities to ensure compliance with U.S. GAAP and UWorld's accounting policies and procedures.
• Support annual budgeting, forecasting, and financial planning activities.
• Partner with department leaders to monitor budgets, analyze financial performance, and identify opportunities for improved financial management.
• Review financial activity and investigate unusual transactions, variances, and trends.
• Establish priorities, assign projects, and provide direction to accounting team members to ensure accuracy and timely completion of work.
• Serve as a resource to accounting staff on complex accounting issues and problem resolution.
• Identify potential accounting risks and proactively recommend solutions.

Tax & Compliance 20%

• Oversee monthly, quarterly, and annual tax compliance activities to ensure timely and accurate filings.
• Prepare and/or review federal and state income tax filings and related entity/member tax requirements.
• Prepare and/or review monthly sales and payroll tax filings.
• Prepare quarterly income tax estimates and related calculations.
• Manage state and local tax registrations, business licenses, payroll withholding accounts, sales tax registrations, and related compliance requirements.
• Monitor changes in federal and state tax requirements and assess their impact on UWorld.
• Respond to federal, state, and local tax notices and coordinate timely resolution.
• Partner with external tax advisors and other professional service providers as needed.
• Maintain organized and accurate documentation supporting tax filings and compliance activities.
• Identify opportunities to improve UWorld's tax processes, controls, and compliance practices.

Financial Reporting & Audit 20%

• Own and oversee accurate and timely monthly, quarterly, and year-end financial close activities.
• Ensure the timely preparation and reporting of entity-level and consolidated financial information.
• Review financial statements and supporting schedules for accuracy, completeness, and consistency.
• Perform and/or oversee monthly account reconciliations and variance analysis.
• Develop and maintain an organized, efficient system for financial records and supporting documentation.
• Coordinate with external auditors throughout the annual audit process.
• Prepare and review audit schedules, supporting documentation, and responses to auditor requests.
• Serve as a key point of contact for management regarding financial reporting questions and special reporting requests.
• Identify opportunities to strengthen internal controls and financial reporting processes.

Process Improvement & Accounting Operations 10%

UWorld is a growing organization, and we are looking for someone who will continuously challenge the status quo and look for better ways to work.

• Evaluate existing accounting processes and identify opportunities to improve efficiency, accuracy, and scalability.
• Develop and implement accounting policies, procedures, controls, and best practices.
• Recommend improvements to accounting systems, workflows, and reporting processes.
• Lead or support implementation of new accounting processes, systems, and functionality.
• Identify opportunities to automate manual processes and reduce unnecessary work.
• Establish appropriate accounting methods and ensure consistent application of policies and procedures.
• Investigate process breakdowns, determine root causes, and implement corrective actions.
• Partner with the CFO on special projects, financial analyses, and strategic process improvement initiatives.
• Help build accounting infrastructure that can support UWorld's continued growth.

Leadership & People Development 10%

• Lead, coach, mentor, and develop members of the accounting team.
• Create a collaborative environment that encourages accountability, continuous learning, and professional growth.
• Establish clear goals and performance expectations for direct reports.
• Conduct regular coaching and performance discussions and provide meaningful feedback.
• Delegate responsibilities appropriately while maintaining accountability for results.
• Serve as a trusted resource to team members for complex accounting questions, problem-solving, and decision-making.
• Identify opportunities for team members to expand their skills and take on greater responsibility.
• Recognize high performance and proactively identify opportunities for succession planning and talent development.
• Partner with Human Resources on employee relations and performance matters when appropriate.
• Lead by example through strong judgment, professionalism, integrity, and attention to detail.