• Participate in technical accounting projects, ensuring adherence to U.S. GAAP or IFRS, including the research and implementation of new accounting standards. • Provide direction on complex accounting topics such as revenue recognition, lease accounting, commissions, business combinations, and consolidations. • Oversee and refine accounting policies, ensuring they align with both financial and operational goals. • Serve as the subject matter expert (SME) for all technical accounting matters, providing support to operational teams to ensure accounting transactions are accurate and compliant. • Work closely with the operations team to understand business processes and identify opportunities to streamline accounting functions and improve operational efficiency. • Collaborate with operational teams to ensure seamless integration between accounting systems and operational workflows. • Evaluate existing operational processes and recommend solutions to enhance financial reporting, forecasting, and budgeting processes from an operational standpoint. • Ensure timely and accurate financial reporting of operational activities, driving transparency between financial and operational performance. • Manage special projects related to operational improvements, systems upgrades, and finance transformations. • Collaborate with cross-functional teams (e.g., operations, IT, legal) to define and execute the scope of projects, ensuring alignment with organizational goals. • Prepare and present annual financial statements in accordance with US GAAP and applicable statutory requirements. • Monitor and report on key financial performance metrics and progress on special projects. • Ensure compliance with regulations and internal controls related to financial reporting.

Role Description The Technical Accounting Manager will be responsible for managing complex accounting projects, overseeing operational accounting processes, and ensuring the organization complies with all financial reporting standards. This role will focus on enhancing operational efficiency and effectiveness, aligning financial reporting and accounting practices with business operations, and leading the implementation of accounting-related operational improvements. Key Responsibilities: - Technical Accounting: - Participate in technical accounting projects, ensuring adherence to U.S. GAAP or IFRS, including the research and implementation of new accounting standards. - Provide direction on complex accounting topics such as revenue recognition, lease accounting, commissions, business combinations, and consolidations. - Oversee and refine accounting policies, ensuring they align with both financial and operational goals. - Serve as the subject matter expert (SME) for all technical accounting matters, providing support to operational teams to ensure accounting transactions are accurate and compliant. - Operational: - Work closely with the operations team to understand business processes and identify opportunities to streamline accounting functions and improve operational efficiency. - Collaborate with operational teams to ensure seamless integration between accounting systems and operational workflows. - Evaluate existing operational processes and recommend solutions to enhance financial reporting, forecasting, and budgeting processes from an operational standpoint. - Ensure timely and accurate financial reporting of operational activities, driving transparency between financial and operational performance. - Special Projects: - Manage special projects related to operational improvements, systems upgrades, and finance transformations. - Collaborate with cross-functional teams (e.g., operations, IT, legal) to define and execute the scope of projects, ensuring alignment with organizational goals. - System implementations or upgrades, ensuring that operational needs are considered in accounting system design and functionality. - Guidance & Reporting: - Prepare and present annual financial statements in accordance with US GAAP and applicable statutory requirements. - Monitor and report on key financial performance metrics and progress on special projects. - Ensure compliance with regulations and internal controls related to financial reporting. Qualifications - Bachelor’s degree in Accounting, Finance, or related field (CPA, CA, or equivalent professional certification required). - Minimum of 5+ years of experience in technical accounting. - Strong knowledge of U.S. GAAP, IFRS, and experience in accounting for complex transactions. - Proven experience driving operational improvements, including process automation, system enhancements, and cross-functional initiatives. - Experience with financial systems (ERP, BI tools) and operational system integrations. - Strong problem-solving skills and the ability to translate operational challenges into actionable accounting solutions. - Exceptional communication skills, with the ability to work across all levels of the organization and explain complex financial concepts to non-financial stakeholders. - Strong project management skills, with the ability to lead multiple projects and deliver results on time and within scope. Benefits - Global team recognized for their passion and innovation. - Innovative product culture and project exposure. - Training and development from industry-leading experts. - Cutting edge benefit programs that include: - 401(k) with company matching. - Medical, dental, and vision insurance. - Disability and life insurance. - Flexible PTO. - Paid holidays and parental leave. - Tuition reimbursement and more. - Market competitive pay and benefits based upon the candidate’s skills, experience, and qualifications. Base salary will be starting at $102,000.

Role Description Looking for Supervisor/Controller role at an energetic & passionate company? GRF CPAS & Advisors, a Bethesda, MD CPA Firm is in search of a Supervisor/Controller to join our Outsourced Accounting and Advisory Services team. This position is fully remote although persons local to the DMV area are welcomed to come to the office at any time. - Supervise and execute engagements that center on cloud-based accounting systems like Sage Intacct and QuickBooks Online. - Handle aspects of the monthly close including reconciliations, preparation of supporting schedules, financial analysis and quality review, financial reporting. - Experience with accrual basis accounting, entering transactions into general ledger, resolving account variances. - Usage, training, and implementation of cloud-based tools such as Bill.com, Nexonia, Tallie and others. - Coordinate various phases of engagements with engagement partner or manager; review working papers for accuracy & completeness, communicate with clients. - Provide supervision and on-the-job training to staff assigned to engagement as needed. - Train staff members, offer guidance and direction, and give constructive criticism. - Assist clients with an understanding of financial reporting and other accounting matters. - Ensure that deliverables are prepared in accordance with generally accepted professional and firm standards. - Communicate engagement's progress, problems, resolutions, financial information, tax activity and other business concerns to the client and the partner in charge. - Maintain strong client relationships with a focus on customer service; possess a thorough knowledge of the client and all facets of client's business. - Adhere to engagement time budgets. - Anticipate problem areas of engagement and questions that will arise. - Keep partner informed of significant developments on engagements; analyze problems and recommend solutions. - Develop staff by assisting in performance evaluations, recruiting, and training. Qualifications - Bachelor’s degree in accounting or related area (economics, finance, etc.). - CPA license desirable but not required. - 5 years or more experience in public accounting or private industry, demonstrating a progression in complexity, scope, and number of engagements managed. - A concentration in nonprofit organizations preferred, but we will train the right candidate. - Prior CPA firm experience is preferred. - Strong proficiency in QuickBooks and Sage Intacct preferred. - Experience with cloud-based applications such as Bill.com, Tallie, Expensify, is preferred. Requirements - Organize projects, set priorities, and delegate tasks under evolving circumstances for different clients & partners. - Keep long term objectives in mind while focusing on daily activities. - Maintain confidentiality of sensitive firm and client information. - Mentor and train staff. - Enthusiastic and positive attitude, willingness to learn new skills, and motivation to be a team player. Benefits - This is a full time position with option to work remotely or at our headquarters in Bethesda, MD. - Our office is located 2 blocks from the metro. - Benefits include a 401(k) plan, paid individual medical, and a culture that fosters flexibility and career development.

Role Description The Captive Accounting Manager is responsible for the management of a portfolio of captive clients. - Oversee a portfolio of captive clients including preparation or review of financial statements, management reports, monitoring cash flow and budgets. - Compiles, consolidates, and analyses financial information for captive clients, as needed. - Facilitate, prepare and present at captive Board of Director meetings. - Work with various service providers such as auditors, actuaries, regulators in effectively managing the captive clients. - Facilitate annual captive audit, providing required information and support to complete and file with captive regulators. - Explain basic accounting and finance concepts to non-accountants. - Provide support and communication with captive client and its business divisions on all captive matters. - Provide excellent customer service to captive clients and captive service providers. - Work well individually and in a team environment. - May provide direction and oversight to other team members. Qualifications - Bachelor's degree and 3 or more years client coordination and/or claims management experience OR High School degree and 10 years client coordination and/or claims management experience. - Able and willing to travel approximately 2-4 times a year. - Advanced computer skills, including Excel, Word and PowerPoint. - Demonstrable ability to multi-task and adapt to changing priorities. - Motivated individual who is deadline driven and committed to delivering an excellent level of client service. - Excellent verbal, written, organizational skills with the ability to engage effectively at all levels. Requirements - CPA, MBA or other financial professional certification preferred. - Knowledge of insurance captives or insurance accounting fundamentals. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance. - 401(K) and Roth options. - Tax-advantaged accounts (HSA, FSA). - Educational expense reimbursement. - Paid parental leave. - Digital mental health services (Talkspace). - Flexible work hours (availability varies by office and job function). - Training programs. - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing. - Charitable matching gift program. - And more...