Director, Client Accounting Operations

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Alta Advisors

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2024

💸 Finance

💼 Consulting

🤝 B2B

Finance • Consulting • B2B

Alta Advisors is a strategic finance and accounting firm that provides fractional CFO, FP&A, accounting, tax, M&A and capital-raising support to VC-backed startups and high-growth companies. They embed senior financial leadership to guide fundraising, milestone development, board and investor relations, compliance oversight, and GTM/FinOps strategy—delivering the experience of an elite finance team at a fraction of the cost. Alta positions itself as a trusted partner for venture investors and their portfolio companies to scale and achieve critical fundraising and operational outcomes.

📋 Description

• Own the day-to-day management rhythm of Alta’s client accounting department across multiple client engagements. • Ensure client accounting work is delivered accurately, consistently, and on schedule across monthly, quarterly, and annual reporting cycles. • Maintain clear visibility into close progress, deadlines, staffing capacity, delivery risks, and blockers across the accounting team. • Drive the discipline, consistency, and rigor expected of a best-in-class client accounting department. • Manage, coach, and support controllers, senior accountants, and other accounting team members across Alta’s client delivery structure. • Set clear expectations around quality, timeliness, ownership, communication, and follow-through. • Review team output at the appropriate level to maintain high standards and help team members grow. • Identify skill gaps, training needs, and opportunities to improve how work is staffed, supervised, and structured across the team. • Define, improve, and standardize accounting workflows across clients and team members, including close management, reconciliations, review, onboarding, cleanup, reporting, and documentation. • Evaluate how Alta’s core accounting systems and upstream tools are being used across clients, including QuickBooks Online and related finance systems such as AP, payroll, spend management, billing, and revenue tools. • Identify system gaps, recurring process failures, inefficient handoffs, data quality issues, integration problems, and manual work that should be improved or eliminated. • Recommend and implement practical improvements to how Alta delivers accounting services in order to improve efficiency, reliability, quality, and scalability. • Lead Alta’s use of AI, automation, and modern workflow tools within the accounting function. • Define where AI should and should not be used across the accounting function, with a practical focus on leverage, quality, and scalability. • Improve how the firm uses templates, checklists, SOPs, documentation, communication workflows, review layers, and recurring routines to increase leverage. • Build a modern, AI-enabled accounting department that combines strong human judgment with disciplined, repeatable processes. • Serve as a senior layer above client-level controllers, stepping into client conversations as needed to support delivery, communication, issue resolution, and relationship management. • Support client onboarding, accounting takeovers, cleanup situations, and workflow stabilization efforts. • Help ensure that clients experience Alta’s accounting function as organized, responsive, and dependable. • Partner with controllers and other team members to resolve issues before they affect client confidence or delivery quality. • Enforce quality standards across financial statements, reconciliations, supporting schedules, close documentation, and reporting workflows. • Ensure issues are surfaced early and escalated appropriately when more complex technical accounting, compliance, audit, ERP, or other specialized support is needed. • Work closely with Alta’s Managing Partner and senior accounting leadership to improve delivery quality and support scaling decisions. • Lead internal process improvement initiatives tied to client satisfaction, close performance, team efficiency, and department scalability.

🎯 Requirements

• 10+ years of progressive accounting experience, including significant responsibility for close, financial reporting, accounting operations, and team oversight. • Prior experience managing accounting delivery across multiple clients, entities, or business units in an accounting firm, fractional finance firm, or similar multi-client professional services setting. • Prior experience directly managing, coaching, or supervising accountants, controllers, accounting managers, or similar team members. • Strong experience reviewing accounting work, maintaining quality standards, and improving team performance across a delivery-oriented environment. • Hands-on experience with venture-backed startups, high-growth companies, or similarly dynamic operating environments. • Strong operational judgment around prioritization, staffing, escalation, accountability, and delivery consistency. • Strong systems fluency, including QuickBooks Online, Excel, Google Sheets, and common upstream finance systems such as payroll, AP, spend management, billing, revenue, or reporting tools. • Demonstrated capability in adopting AI, automation, and modern workflow tools, with practical examples of improving accounting efficiency, visibility, documentation, review, communication, scalability, or operating leverage. • Strong communication skills and the ability to operate credibly with clients, founders, finance leads, operators, and internal team members. • Must be based in the United States and able to work effectively with US-based clients and team members.

🏖️ Benefits

• Fully remote, US-based role within a distributed team. • A role that includes both running the current client delivery structure and helping refine that structure over time as systems, automation, and AI-enabled workflows evolve. • A cross-functional role spanning team leadership, client support, close oversight, workflow design, systems evaluation, process improvement, and accounting delivery management. • Periods of increased workload during month-end, quarter-end, year-end, audits, investor diligence, client onboarding, cleanup projects, and periods of organizational change or growth.