Teamshares

Title: GL Accountant Location: Remote Type: Full-time Workplace: remote Category: My Financial Partner Job Description: My Financial Partner (MFP) brings the financial tools and support of large-scale businesses to small companies. At MFP, our experienced team of accounting professionals delivers high-quality, fractional accounting support to a growing network of small companies, all owned by Teamshares Inc., the largest acquirer of small businesses in the US. As part of this dynamic group of companies, you’ll have the opportunity to make a real impact in the lives of small business owners and employees across the country. Position: GL Accountant Role Responsibilities: - Responsible for recording financial transactions in the accounting systems for multiple client companies. - Posts customer payments and maintains an up-to-date accounts receivable aging report, as necessary. - Records vendor invoices in client’s accounting system, uses accounting judgement to code expenses to proper ledger accounts, obtains authorization to pay, and schedules payments in automated payable system. - Reconciles bank records to the general ledger accounts, reconciles cash accounts - Processes online payroll and records transactions in proper ledger accounts. - Prepare and reconcile fixed assets, preliminary review of capitalization adjustments. - Perform other accounting tasks as needed by individual clients or associated controller on client - Review trial balance pre-close, and post close after all entries are posted, and raise anomalies to controlling for analysis. Requirements: - Must be located in ET or CT time zones. - Bachelor’s degree in Accounting, Finance, or related field - 4+ years of progressive accounting experience with hands-on involvement in month-end close, including journal entries, accruals, prepaids, and balance sheet reconciliations - Experience working in a team-based or shared services accounting environment, collaborating with or reporting to an Accounting Manager or Controller - Strong working knowledge of accrual basis accounting, including payroll-related entries and adjustments - Experience with QuickBooks Online and/or other cloud-based accounting systems (e.g., NetSuite, Intacct) - Willingness to support hands-on AP/AR and transactional work as part of a growing and evolving accounting function - Ability to work independently in a remote environment while maintaining strong communication and accountability - Critical thinker with a track record of identifying and implementing process improvements, particularly within close cycles or financial reporting - Proficiency with Microsoft 365 (Excel, Outlook, Teams), including ability to manage and analyze data - Strong organizational skills with the ability to manage multiple clients, deadlines, and priorities simultaneously Excellent communication skills with the ability to explain financial information clearly to non-financial stakeholders - Adaptable, detail-oriented, and intellectually curious with a desire to learn and grow across a variety of industries $70,000 - $75,000 a year We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

• Serve as an on-the-ground operational resource at portfolio companies, working alongside presidents in a co-management or support capacity depending on what the situation requires • Lead or support company transitions — new acquisitions, president-to-president handoffs, and operational resets — with heavy in-person presence during active engagement periods • Build trust and working relationships with company presidents and their teams; your credibility will be earned through execution, not title • Identify operational gaps and implement improvements in areas such as dispatching, pricing, technician productivity, job costing, and customer workflow • Support monthly business review data collection and synthesis across portfolio companies, building infrastructure that reduces manual overhead over time • Assist in building out operating playbooks, benchmarks, and standardized processes that can be applied across the MEP portfolio • Contribute to new acquisition onboarding as the portfolio grows — helping new companies understand Teamshares systems, tools, and expectations • Bubble up operational insights and performance signals to the Industry Lead; your on-the-ground visibility is an asset the IL doesn’t have from the portfolio level • Become the Teamshares-level expert on ServiceTitan, with working knowledge across configuration, workflows, reporting, and best practices for field service operations in the trades • Project-manage ServiceTitan implementations at net-new portfolio companies in partnership with company presidents and, where applicable, external consultants • Lead standardization and optimization audits at existing ST companies, surfacing platform utilization gaps and driving adoption of underused functionality • Serve as the primary internal resource for presidents and their teams navigating the platform day-to-day — reducing reliance on external consultants for routine questions and optimization work

My Financial Partner (MFP) brings the financial tools and support of large-scale businesses to small companies. At MFP, our experienced team of accounting professionals delivers high-quality, fractional accounting support to a growing network of small companies, all owned by Teamshares Inc., the largest acquirer of small businesses in the US. As part of this dynamic group of companies, you’ll have the opportunity to make a real impact in the lives of small business owners and employees across the country. Position: GL Accountant Role Responsibilities: - Responsible for recording financial transactions in the accounting systems for multiple client companies. - Posts customer payments and maintains an up-to-date accounts receivable aging report, as necessary. - Records vendor invoices in client’s accounting system, uses accounting judgement to code expenses to proper ledger accounts, obtains authorization to pay, and schedules payments in automated payable system. - Reconciles bank records to the general ledger accounts, reconciles cash accounts - Processes online payroll and records transactions in proper ledger accounts. - Prepare and reconcile fixed assets, preliminary review of capitalization adjustments. - Perform other accounting tasks as needed by individual clients or associated controller on client - Review trial balance pre-close, and post close after all entries are posted, and raise anomalies to controlling for analysis. Required Experience: - Must be located in ET or CT time zones. - Bachelor’s degree in Accounting, Finance, or related field - 4+ years of progressive accounting experience with hands-on involvement in month-end close, including journal entries, accruals, prepaids, and balance sheet reconciliations - Experience working in a team-based or shared services accounting environment, collaborating with or reporting to an Accounting Manager or Controller - Strong working knowledge of accrual basis accounting, including payroll-related entries and adjustments - Experience with QuickBooks Online and/or other cloud-based accounting systems (e.g., NetSuite, Intacct) - Willingness to support hands-on AP/AR and transactional work as part of a growing and evolving accounting function - Ability to work independently in a remote environment while maintaining strong communication and accountability - Critical thinker with a track record of identifying and implementing process improvements, particularly within close cycles or financial reporting - Proficiency with Microsoft 365 (Excel, Outlook, Teams), including ability to manage and analyze data - Strong organizational skills with the ability to manage multiple clients, deadlines, and priorities simultaneously Excellent communication skills with the ability to explain financial information clearly to non-financial stakeholders - Adaptable, detail-oriented, and intellectually curious with a desire to learn and grow across a variety of industries $70,000 - $75,000 a year

• Assist employee-owned businesses with turnarounds, transformations, and growth • Provide strategic support, coaching, and operational implementation • Work directly with a network company • Focus on either advisory functions or co-management/full-time interim management • Travel 50% or more is expected

• Responsible for recording financial transactions in the accounting systems for multiple client companies. • Posts customer payments and maintains an up-to-date accounts receivable aging report, as necessary. • Records vendor invoices in client’s accounting system, uses accounting judgement to code expenses to proper ledger accounts, obtains authorization to pay, and schedules payments in automated payable system. • Reconciles bank records to the general ledger accounts, reconciles cash accounts • Processes online payroll and records transactions in proper ledger accounts. • Prepare and reconcile fixed assets, preliminary review of capitalization adjustments. • Perform other accounting tasks as needed by individual clients or associated controller on client • Review trial balance pre-close, and post close after all entries are posted, and raise anomalies to controlling for analysis.

• Assess differences between acquired company accounting policies and Teamshares accounting policy, developing and implementing necessary amendments to ensure compliance with US GAAP and corporate standards. • Establish and lead monthly & quarterly review processes to ensure existing companies maintain accounting compliance. • Participate in quarter-end and year-end closes by requesting and reviewing network company support, and proposing adjustments as necessary. • Assist in coordination of audit procedures, liaising with external auditors and network companies to obtain support and prepare analysis as needed. • Assist in the review of lease agreements and determination of accounting treatment under ASC 842. • Perform technical reviews of domestic & international stock compensation plans and build quarterly accounting adjustment processes. • Support the accounting team with purchase price accounting. • This will include calculating purchase price adjustments based on account analysis and review of pre- and post-close activities. • Conduct technical accounting research on an ad hoc basis to support accounting issues that arise on a deal-by-deal basis.

• Assist with board and committee operations, including preparation of materials, resolutions, written consents, and governance documentation. • Maintain corporate formalities across Teamshares and affiliated entities, ensuring compliance with state, federal, and international requirements. • Help design and implement scalable governance processes to support public company readiness, including SEC reporting preparation, insider trading policies, disclosure controls, and compliance with the 1933 and 1934 Acts. • Partner with Finance and Accounting to support internal controls over financial reporting and audit readiness. • Maintain organized, auditable systems for tracking governance documents, equity records, and regulatory filings. • Provide legal support for debt compliance and capital structure optimization. • Support implementation of processes that will scale in a public-company environment. • Oversee the company’s equity plans and incentive programs. • Advise on issuance, transfer, repurchase, and restructuring of shares and options. • Coordinate with Finance and HR on equity grants and employee equity education. • Help ensure compliance with securities exemptions and public-company reporting obligations. • Advise executive leadership on legal risk with financial, governance, or strategic implications. • Help develop and roll out internal policies reflecting public-company standards. • Coordinate with external counsel efficiently and cost-effectively. • Provide training on governance, equity, and securities compliance.

• Serve as a trusted advisor to industrial services business presidents, tailoring financial insights to their operational needs. • Translate complex financial data into actionable recommendations that support both short- and long-term strategic decisions. • Lead full-cycle accounting operations including A/P, A/R, GL, inventory accounting, revenue recognition, and payroll. • Manage month-end and year-end closes, including reconciliations, accruals, fixed assets, and deferred revenue adjustments. • Oversee inventory accounting and food/product costing, ensuring accurate valuation and minimizing waste or shrinkage. • Maintain a 13-week cash flow forecast and recommend solutions to optimize working capital. • Prepare trial balances, variance analyses, and financial reporting dashboards using OneStream or similar platforms. • Collaborate with company leadership on budgets, quarterly planning, and long-term strategic initiatives. • Deliver KPIs that reflect operational performance, including food cost %, labor cost %, sales per square foot, and margin trends. • Identify and implement process improvements across accounting systems, POS integrations, and reporting workflows. • Assist in developing internal controls and documenting financial procedures specific to restaurant and retail environments. • Streamline inventory management practices, including tracking perishable goods, multi-location stock, and seasonal adjustments.

• Assist with the preparation of the quarterly and annual income tax provision in accordance with ASC 740 • Timely prepare, file, and submit payments for income tax filings • Collaborate on the annual calculation and preparation of federal and state extensions utilizing OneSource Allocation and Apportionment platform • Assist with the annual preparation of federal and state corporate income tax returns utilizing OneSource Income Tax platform • Help with the preparation and maintenance of data used for apportionment and annual income tax returns including data uploads and book to tax calculations • Provide support with the calculation and dissemination of quarterly inter-company cash taxes to subsidiaries • Maintain tax calendar for company filing obligations • Manage correspondence from taxing authorities and respond timely • Research and stay current of changes to tax laws and other compliance related requirements • Assist with special projects and implementation of process improvement initiatives as required in alignment with Department and Company initiatives • Prepare 1099 forms for mailing to taxable recipients • Identify and implement automation opportunities to improve tax workflow efficiency • Utilize data analytics tools to support tax planning and compliance • Collaborate with IT and finance teams to integrate new tax software solutions