Senior Manager of Technical Accounting & SEC Reporting, Aledade

• Bachelor's Degree in Accounting or Finance required; CPA and/or public accounting experience required
• 10-12+ years of relevant accounting and reporting experience, including general ledger / month-end close ownership
• Proficient technical accounting skills and a thorough understanding of US GAAP and SEC reporting
• Hands-on experience owning month-end close activities, including accruals, reconciliations, and internal-use software capitalization
• Demonstrated experience automating or accelerating the close using close-management, reconciliation, or ERP tools
• Physical Requirements: Sitting for prolonged periods of time. Extensive use of computers and keyboard. Occasional walking and lifting may be required

Desirable

• The Senior Manager, Technical Accounting & SEC Reporting will be responsible for the preparation of US GAAP financials, with anticipated Form 10-K / 10-Q reporting in the future
• This role combines technical accounting and SEC reporting leadership with hands-on ownership of the general ledger (GL) and month-end close, and will collaborate closely across internal departments to ensure the accuracy, completeness, and timeliness of Aledade’s financial results
• On the technical side, the Senior Manager will monitor current activity of the FASB, SEC, and other authoritative bodies to identify the impact of new pronouncements and comment letters on Aledade’s accounting policies and disclosures, researching US GAAP and documenting thorough analyses and accounting-treatment conclusions for technical matters including revenue recognition, share-based compensation, and other complex and non-routine areas
• The role will also prepare and review lender-related communication and reporting packages, including covenant-compliance reporting under the Company’s credit agreements
• On the GL and close side, the Senior Manager will own and continuously improve core month-end close activities including the review of accruals, internal-use software capitalization, and balance sheet reconciliations and will drive automation and acceleration of the close, championing a faster, better-controlled, and more scalable financial-statement close as Aledade prepares for the demands of public-company reporting
• Lead the financial reporting process, including the preparation of US GAAP financial statements and related disclosures
• Facilitate the review of financial statements with external auditors, the Executive Leadership Team, the Audit
• Committee of the Board of Directors, and other operational leaders as needed
• Drive technical accounting research, analysis, documentation, and enablement for significant or complex accounting matters (e.g., revenue recognition, guarantees, share-based compensation)
• Oversee the preparation of accounting entries and memos for complex matters, including but not limited to revenue recognition, acquisition accounting, and stock-compensation expense
• Work with external auditors to coordinate the quarterly reviews and the annual audit
• Ensure effective controls (SOX) around SEC reporting, internal reporting, and the technical accounting process
• Prepare and review lender-related communication packages, including quarterly/annual reporting packages, covenant-compliance certificates and calculations, and other information requested under the Company’s credit agreements; coordinate with Treasury/FP&A and respond to lender and agent inquiries
• Own and review month-end and quarter-end accruals, ensuring completeness, accuracy, and appropriate support; establish and monitor accrual materiality thresholds and roll-forward discipline
• Review internal-use software (ASC 350-40) capitalization, including the capitalizable-labor and benefit-load basis, useful-life/amortization, and impairment/sunset assessments
• Own the balance sheet reconciliation review, ensuring all significant accounts are reconciled timely, reconciling items are cleared, and reviewer sign-offs are evidenced for SOX purposes
• Prepare, review, and post journal entries, and perform period-over-period fluctuation analysis to explain and support movements above defined thresholds
• Coordinate and oversee other financial-statement close activities and miscellaneous close tasks, partnering with FP&A, Payroll, and business owners to resolve open items
• Lead the implementation of process and/or system improvements related to reporting, the GL, and technical accounting
• Identify and implement best practices to automate and accelerate the financial statement close process, reducing cycle time while strengthening controls
• Develop strong cross-functional relationships and serve as a key business partner to ensure all transactions are properly reflected in the financial statements