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.