Senior Associate, Accounting Transformation

SENIOR ASSOCIATE, ACCOUNTING TRANSFORMATION & REMEDIATIONROLE DESCRIPTION:Exbo Group is looking for an exceptional individual to join our team to help grow our Accounting Transformation group. This individual will support core accounting transformation services that we provide to help onboard new corporate clients or help newly acquired portfolio companies integrate onto the new platform of an acquirer. In this role they will support front-to-back onboarding, accounting transformation, and integration processes for our new clients. As a Senior Associate, they will work with our Accounting Transformation team to implement best practices and help our new clients smoothly transition to a new accounting platform. This individual will be responsible for a wide range of activities that include detailed technical accounting adjustments, data cleansing and management, organization and standardization of general ledger accounting data, building out of accounting procedures for ongoing controllership clients. In addition to these functional responsibilities, this individual will also be responsible for collaborating deeply with both our internal teams and new clients to obtain correct accounting data, effectively communicate timelines, and present newly transformed accounting data. The Senior Associate will grow their knowledge base to become an expert that can easily identify, and standardize a set of historical accounting data. As part of the Accounting Transformation team, you play a key role in making sure our clients can be supported throughout the onboarding or integration process. This is an opportunity to become an integral member of a rapidly growing premier consulting business with limitless upside as we scale. Our expectation is for this individual to learn, grow, and serve as a key team member in supporting our clients through onboarding and as they transition to our ongoing team. The ideal candidate has a strong accounting background and can leverage these skills to work closely with both our internal team and external clients to execute on and strengthen our current processes. They are polished and professional with client interactions and ready to jump in and learn about a diverse set of growing businesses with a range of different needs. The ideal candidate embraces ambiguity, is meticulous about the details, and holds themselves to the highest quality standards. A successful Senior Associate is a humble team player looking to join an engaging and passionate group of coworkers. We expect this person to be comfortable working with a growing team to execute accounting transformation and remediation procedures. This position is client focused and will require the candidate to exude confidence in leading meetings, communicating deadlines, and executing the task at hand. WHAT YOU’LL DO:Serve as a primary client contact, coordinating directly on deliverables, timelines, and open items including chart of accounts alignment, systems access, and FTE allocation discussionsParticipate in daily internal and client calls and own the recap notes that keep cross-functional teams aligned across active engagementsDrive new client onboarding end-to-end, setting the tone for the engagement from day oneLead systems access calls and manage the provisioning process across client platformsReview and sign off on journal entries, reconciliations, reclassifications, prepaid schedules, accrued expenses, and fixed asset activityPerform and review balance sheet reconciliations with an eye for accuracy and GAAP complianceSupport month-end close execution across a varied client base, including transaction categorization, payroll review, and close tasks that require real judgment, not just process-followingResearch and resolve discrepancies across client accounts; work with external auditors or tax partners when engagements require itOwn the team's engagement tracker, keeping project status, open items, and deadlines current so nothing falls through the cracksActively use AI tools to reduce manual effort, sharpen accuracy, and push delivery quality forward Contribute to building the client-facing deliverables and products that define what great looks like from ExboKEY QUALIFICATIONS:Bachelor’s degree in finance or accountingHave 3-5 years of relevant experience in accounting, financial operations, or auditing in any business sectorCPA preferred but not requiredStrong month-end close experienceExperience with Stripe, ASC 606, and/or payroll is a plusHigh attention to detail with exceptional level of accuracyPossess strong critical thinking skills and ability to think outside of a given set of constraintsProficiency with MS Office experience with demonstrated knowledge working with spreadsheetsPrior QuickBooks Desktop or QuickBooks Online experience is a plus but not requiredStrong math skills and deep knowledge of generally accepted accounting principles (GAAP)Must have superior written and verbal communication skills; able to communicate clearly and effectively with clientsAbility to identify and resolve issues and present information in a clear and concise mannerExcellent time management skills, ability to prioritize and deal with ambiguityEnjoy working with and advising a diverse set of growing companies WORK MODEL:This is a full-time position that starts immediately. We maintain a hybrid and flexible model that balances in-person collaboration from our New York City office with remote work.ABOUT EXBO GROUPExbo Group is a team of investment bankers, consultants, and accountants that grew out of a $400M New York based venture capital fund. The fund’s portfolio companies had CEOs with strong visions and operating experience but lacked the technical financial experience to scale. The companies needed a way to offload the complex administrative burden of running a finance department and interfacing with their investors. After providing accounting and financial assistance for a firm’s successful $10M Series A raise, several other funds and firms began to seek out Exbo Group's assistance. Our team has grown substantially and now provides high-touch accounting, finance advisory and transaction services support to growth-stage companies and middle-market financial sponsors nationwide from our New York and Atlanta Headquarters.WORKING AT EXBO GROUPExbo Group has four core values that will inform your experience working here:People are Paramount: Our people are the most important asset we have, and once great people are found, we give them trust and autonomy to be the CEO of their role. We want to empower people with information rather than limit them with process.Customer Obsession: Our customers are our lifeblood. We built our business to facilitate their growth and provide financial support in the areas they need most. We work vigorously to earn and keep customer trust to build a long-term relationship. High Standards: We deliver a premium service to our customers and in return they expect nothing but excellence. When problems inevitably pop up, they are addressed and fixed immediately. Our relentless focus is on maintaining a high bar for our work so that we can keep customers happy. Positive Energy: We know positivity and optimism benefit our work, and we harness positive energy as a vehicle towards greater awareness, growth, and collaboration. We believe in cultivating positive relationships within our team and with our customers to make our workplace a fun and inclusive environment to be a part of.Exbo Group is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.