Manager, Accounting Integration

Crete Professionals Alliance

Position Description

Job Title:  Manager, Accounting Integration

Reports to:  Group Controller

Location: Tampa, FL (with some travel)

Department: Finance

Job Type: Full-time

About The Company

Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue. With over ten partner firms, several deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 40 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.

About The Role

The Manager, Accounting Integration will lead integration efforts for new member firms joining Crete PA. This role is responsible for transitioning new firms from legacy systems to Crete PA's finance technology stack, encompassing banking, bill paying, and bookkeeping activities.  The Manager, Accounting Integration will ensure that firms are fully transitioned with GAAP accrual-basis financials and a finalized opening balance sheet within 90 days of partnership.  To facilitate successful implementation, the position requires travel to each new member firm for a mandatory 3-day period during the integration to ensure successful integration is achieved. After successful integration, the Manager, Accounting Integration will hand off workpapers and a monthly close process to the Crete PA India accounting team leader for ongoing bookkeeping activities.  Additionally, the Manager, Accounting Integration is expected to personally integrate up to 10 accounting firms in 2025.  As the company grows, this role will also involve adding direct reports, who will execute integration activities under the Manager's direction.

Key Responsibilities

·       Serve as the primary client-facing representative for accounting integration tasks with new member firms.

·       Lead the transition from legacy finance technology stack to Crete PA’s, including banking, bill paying and bookkeeping activities, either personally or supporting local resources.

·       Collaborate with the Director, Technical Accounting, to obtain and analyze all information necessary to substantiate GAAP basis opening balance sheets.

·       Develop and implement revenue recognition templates to accurately recognize accrual basis revenue, associated accounts receivable, and work-in-progress reserves on a monthly basis.

·       Create forward-looking monthly close workbooks and processes for hand-off to the Crete PA India team, who will manage long-term bookkeeping after the 90-day integration period.

·       Personally integrate up to 10 accounting firms in 2025, with the expectation of scaling this process as the company grows.

·       Train and manage future direct reports in executing integration activities as the company expands.

What you’ll need

Basic Qualifications:

·       Bachelor’s degree in Accounting or related field from an accredited four-year college or university

·       Minimum of five years of progressive experience in Senior Accounting and/or Controllership roles.

·       Excellent organizational skills and interpersonal communication abilities.

·       Demonstrated experience working in multi-entity environments.

·       Strong analytical and problem-solving skills with clear and conceptual thinking ability.

·       Excellent judgment and discretion; ability to recognize and elevate problems, identify possible causes, and resolve routine issues independently.

·       Comprehensive knowledge of GAAP and financial reporting requirements.

·       Customer-service oriented with a professional, friendly, and courteous demeanor.

·       Ability to remain calm and professional in high-pressure situations and handle multiple priorities simultaneously.

·       Detail-oriented with a track record of meeting deadlines while working effectively under pressure.

·       Capable of working independently and productively with minimal supervision.

·       Proficiency in Microsoft Office suite and accounting software.

Preferred Qualifications:

·       Demonstrated expertise in technical accounting areas similar to the role's responsibilities.

·       Practical experience with ASC 606 revenue recognition and ASC 842 lease accounting standards.

·       Familiarity with NetSuite ERP system.

·       Experience in managing and developing direct reports.

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.