Job Description

Strategic Growth Partners provide both operations & strategic support to tribal 8(a) & commercial organizations. Our client is seeking a Finance & Accounting Manager based in Redwood City, CA. The Finance & Accounting Manager will be responsible for overseeing the organization’s day-to[1]day accounting operations, financial reporting, and strategic tax planning. A key part of this role involves managing fund accounting activities, ensuring compliance with relevant financial regulations, and optimizing the company’s tax position. This position also requires strong Financial Planning & Analysis (FP&A) capabilities, focusing on budgeting, forecasting, and providing data-driven insights to support strategic decision-making. The ideal candidate should possess robust leadership skills, advanced accounting knowledge, in[1]depth expertise in both direct and indirect taxation, and strong analytical acumen for meaningful financial planning and analysis. This is a full time position.

Key Responsibilities

1. Financial Management & Reporting

• Oversee daily accounting operations including general ledger, accounts payable/receivable, payroll, and cash management.
• Prepare and review financial statements (monthly, quarterly, and annual) in compliance with relevant accounting standards (GAAP, IFRS, etc.).
• Ensure timely and accurate month-end and year-end closing processes, and maintain the integrity of financial records.

2. FP&A (Financial Planning & Analysis)

• Lead the annual budgeting and periodic reforecasting processes, coordinating with department heads to gather inputs and assumptions.
• Develop financial models to project short-term and long-term business
• performance, and conduct variance analysis against actual results.
• Monitor KPIs and perform in-depth financial analysis to identify trends, risks, and
• opportunities, providing actionable insights to senior leadership.
• Collaborate with cross-functional teams to develop strategic plans, resource
• allocation strategies, and scenario analyses.
• Present financial results and recommendations to management in a clear, concise manner.

3. Fund Accounting

• Manage fund accounting processes, including capital calls, distributions, and
• investor reporting.
• Ensure accurate tracking of fund performance and allocations, maintaining comprehensive records for internal and external stakeholders.
• Collaborate with portfolio managers or investment teams on valuation procedures and investment performance analysis.

4. Tax Planning & Compliance

• Develop and implement tax strategies to optimize the organization’s tax position while ensuring full compliance with local and international tax laws.
• Oversee the timely and accurate preparation of all tax returns (corporate, indirect, withholding taxes, etc.), liaising with external advisors as needed.
• Keep abreast of legislative changes, evaluating their impact on the organization and adjusting tax strategies accordingly.

5. Audit & Regulatory Compliance

• Coordinate with external auditors, government agencies, and financial institutions during audits, inspections, or reviews.
• Maintain up-to-date knowledge of relevant financial regulations, ensuring accurate reporting and compliance.
• Implement and monitor internal controls to safeguard company assets and ensure data integrity.

6. Team Leadership & Development

• Manage and mentor the accounting and finance team, setting clear objectives and evaluating performance.
• Identify training needs, provide coaching, and foster a culture of continuous learning and improvement.
• Promote collaboration, accountability, and effective communication across the finance function.

7. Strategic Financial Planning

• Provide insights and recommendations to senior management on financial strategies, investment decisions, and capital structure.
• Collaborate cross-functionally to support business development efforts, analyzing the financial feasibility of new projects or ventures.
• Participate in strategic planning sessions, offering financial forecasts, risk assessments, and scenario analyses.

Qualifications & Requirements

Education & Certification

• Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree or
• CPA/ACCA/CMA/CA qualification preferred).
• Additional certifications in taxation or specialized finance areas are a plus.

Experience

• Minimum 5–7 years of progressive accounting/finance experience, including at least 2–3 years in a managerial or supervisory role.
• Proven track record in tax compliance and planning, including managing complex local or international tax issues.
• Demonstrated experience in fund accounting (private equity, venture capital, mutual funds, or similar) is highly desirable.
• Solid FP&A experience, including budgeting, forecasting, and scenario analysis.

Technical Skills

• Proficiency with accounting software (e.g., ERP systems) and advanced Microsoft Excel.
• Strong understanding of GAAP/IFRS principles, financial analysis methods, and internal control frameworks.
• Familiarity with fund structures, investor reporting, and valuation methodologies for fund accounting.

Soft Skills

• Excellent analytical, problem-solving, and organizational skills.
• Effective communication and presentation abilities, particularly when liaising with senior stakeholders.
• Demonstrated leadership and team-building capabilities, with an emphasis on coaching and conflict resolution.

Additional Considerations

• High level of integrity, ethics, and professional judgment.
• Ability to adapt to rapidly changing regulations and business environments.
• Capacity to work under pressure, meet tight deadlines, and handle multiple priorities effectively.

Benefits of the Role

• Ability to shape and drive the company’s financial strategy, tax policy, fund accounting approach, and FP&A processes.
• Leadership role with opportunities to mentor a growing finance team and influence executive decision-making.
• Competitive compensation package, benefits, and performance-based incentives.
• Professional growth in a dynamic environment, with continuous learning and development opportunities.

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