- Own the monthly, quarterly, and annual close process across the portfolio.
- Manage day-to-day accounting operations for Clever Benefits including accounts payable, accounts receivable, and financial reporting.
- Oversee intercompany accounting, allocations, shared services charges, and related-party transactions.
- Strengthen internal controls, approval workflows, and financial governance processes.
- Serve as the primary accounting liaison to external CPA firms and tax advisors.
- Manage and develop the Accounting & Operations Manager.
- Establish accounting policies, documentation standards, and review procedures across the portfolio.
AccountingFinance