Senior Accounting Manager - FP&A + Ai

Job TitleAccountant (CPA) — Accounting + Operations + Finance + AIAbout Modern OwnershipModern Ownership is building the go-to advisory firm for SMBs—more like Goldman Sachs than a traditional CPA firm or consulting agency.Modern Ownership is building Heavy-Duty OS — the first software platform and principles-based operating system designed to turn operational work into free cash flow and profit for heavy-duty repair shops and industrial businesses.We work with companies that keep the real economy running—diesel repair shops, scrap metal metal, and industrial service businesses. These businesses require operational excellence, are financially under-optimized, lack leadership training for their teams, but full of opportunity.Today, most business owners piece together strategy from disconnected providers - bookkeepers, tax accountants, banks, attorneys, and online communities. None of them are close enough to day-to-day operations to truly understand the business, which leads to poor visibility, missed insights, and persistent cash flow issues.We fix that.At the center is Heavy-Duty OS—our software and operating system that connects every prospect, work order, and operational activity directly to profitability and free cash flow. This creates a real-time, accurate picture of how the business actually performs.Around that foundation, we’re building an integrated advisory model—bringing together expertise across operations, finance, legal, HR, marketing, AI automation, technology implementation, M&A, and exit planning. Instead of fragmented advice, our clients get a coordinated operating partner.We don’t just report on the business—we help run it, optimize it, and grow it.LocationHybrid / Some Travel RequiredAbout the RoleThis is not a traditional accounting role.We’re hiring a high-caliber, early-career CPA who could succeed at a top accounting firm but wants to operate closer to the business.You will work at the intersection of:Accounting / FinanceOperationsAI-native systemsCore mandate:You will clean up and rebuild financials in QuickBooks Online, connect operational activity to financial performance, and translate that into clear, actionable insights inside Heavy-Duty OS.Heavy-Duty OS is the platform owners use to:Manage their prospects and current work ordersSee real-time financial performanceIdentify where cash flow leaks and issues are occurringReceive AI + human-reviewed insightsExecute SOPs that drive profitabilityYou are the bridge that makes this system work.What You’ll DoClean up and rebuild financials in QuickBooks Online for companies with incomplete or inaccurate booksBook and review journal entries across revenue, COGS, payroll, loans, and equityReconcile bank accounts, credit cards, and financing structuresConnect operational activity (jobs, labor, parts, purchasing) to financial outcomesTranslate financial data into clear, actionable insights for business owners via Heavy-Duty OSIdentify and diagnose cash flow leaks, margin issues, and operational inefficienciesSupport 13-week cash flow forecasting and reportingWork directly with business owners to reconstruct transactions and understand how the business actually operatesTravel to client sites to observe workflows (purchasing, receiving, job execution) and tie them back to financial performanceHelp design and document systems using NotionCollaborate with engineering and AI-automation teams to develop workflows and automation across accounting and operationsRequired Qualifications3–5 years of accounting experience (public accounting or strong industry equivalent)Active CPA license (required)Bachelor’s degree or higher in Accounting, Finance, or Business from a top-tier universityStrong technical foundation:Journal entriesAccount reconciliationsFinancial statement fluency (P&L, Balance Sheet, Cash Flow)Experience working in or with businesses that involve:Purchasing and receiving workflowsInventory or parts-heavy environmentsJob costing or service-based operationsPreferred Experience (Not Required)Experience in industrial, field service, or blue-collar industries such as:Heavy-duty repairConstruction equipmentDiesel / fleet maintenanceManufacturing or parts distributionYou don’t need to have worked in these businesses but you need to be excited to dig in and understand themYou understand environments where:Work happens in a shop or in the fieldRevenue is driven by jobs, labor, and partsInventory and execution directly impact profitabilityOwners may not speak accounting—but deeply understand their businessWho You AreHigh energy with strong internal standardsConfident, but low ego and highly coachableOrganized and detail-orientedComfortable in ambiguity and messy environmentsStrong communicator who can translate financial concepts into plain languageTakes ownership and solves problems end-to-endGenuinely interested in building at the intersection of:OperationsFinanceAI-native technologyWhat Makes You Stand OutExperience cleaning up broken or messy booksAdvanced familiarity with QuickBooks OnlineExposure to inventory, job costing, or operational accountingExperience building workflows in NotionHands-on curiosity with AI tools in accounting or operationsWillingness to travel and work on-site with clientsWho This Is ForSomeone who could succeed in Big 4 or larger established financial consulting role—but wants direct ownership and impactSomeone who wants to move faster than traditional accounting or banking allowsSomeone who wants to help build a platform, not just maintain a processWho This Is Not ForSomeone looking for a purely remote, low-interaction roleSomeone who needs rigid structure and step-by-step directionSomeone uncomfortable working with blue-collar, operationally intense businessesCompensationCompetitive base salary (based on experience)Performance-based upsideEquity in Modern Ownership commensurate with experienceHigh growth potential as an early team memberWhy This Role ExistsMost accounting fails in the environments we work in.We’re building a new standard—where financial systems reflect how businesses actually operate and drive real cash flow.You won’t just report numbers.You’ll help build the system that makes them matter.