Accounting & Finance Manager

About Shea & Company

Software is a vibrant and dynamic segment of the technology ecosystem, with products and technologies in a state of constant evolution. Our clients are at the forefront of innovation in these disruptive and important markets.  Shea & Company is a software focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our clients. We provide comprehensive and objective advice to the emerging and established leaders in the software industry on strategic and financial matters that impact their ultimate success. We have offices in Boston and San Francisco and have advised on transactions representing more than $50 billion in value across the strategic acquirer and financial investor landscape, with clients in the U.S., Canada, Europe, APAC and Israel.

Key Responsibilities

We are seeking to add an Accounting & Finance Manager to our growing firm, located in our Boston headquarters.  This role is a unique blend of accounting, FP&A and financial management, and offers a great opportunity to make a direct and immediate impact on the firm, along with the opportunity to expand your scope of responsibilities over time.  This new position will report to a Managing Director and founder of the firm

Initial responsibilities will include:

• Preparing monthly, quarterly and annual financial statements
• Processing accounts payable and accounts receivable / invoicing
• Approving expense reimbursements in a timely manner while ensuring accuracy
• Customer onboarding, supporting the company’s KYC and AML responsibilities
• Preparing financial analysis and models to support leadership decision making and process improvement initiatives
• Regular and ad hoc management reporting
• Contribution to the process of preparing and filing financial regulatory reporting
• Support financial and regulatory audit processes by providing necessary documentation and responding to auditor inquiries
• Assist with ad hoc projects and initiatives

Over time, the successful A&F Manager will have the opportunity to assume additional responsibilities, which may include contract negotiation, vendor negotiation, compliance and support for a broad array of firm operations. 

Qualifications & Experience

• Bachelor’s degree with an excellent academic track record from a leading undergraduate college or university
• Major in accounting (preferred), significant coursework in accounting, or a CPA
• 2+ years of relevant accounting experience
• Solid understanding of accounting principles and financial reporting
• FINRA SIE and/or Series 99 licenses are not required but a plus (the role will require FINRA registration and the successful completion of these exams after joining the firm)
• Prior experience with our accounting software stack (Quickbooks, Bill, Expensify, Paychex) is a plus
• Self-starter with the ability to work independently, and work within a team environment
• Excellent attention to detail
• Superior written and oral communication skills
• Highest level of ethical behavior and commitment to maintaining the confidentiality of sensitive information
• Must be authorized to work in the United States and pass a background check