Manager, Technical Accounting

Brett Fisher Group - San Francisco, CA

Our client is seeking a Technical Accounting Manager to own the complex accounting on their significant M&A transactions and build out M&A accounting best practices across their portfolio of companies. This role will lead the accounting onboarding of newly acquired entities, working directly with their CFOs or Controllers to perform purchase accounting, transition accounting policies, and set up the new company in their financial reporting. You will work with their investing team, client leadership group, and service providers during the later stages of due diligence through to deal with close and post-acquisition support to plan and then integrate the businesses’ accounting processes. The role offers the unique opportunity to not only serve as a subject matter expert for the finance leaders across their portfolio but also jump in and work alongside them on interesting, shorter-term projects at their respective companies.

In this role, you will be responsible for partnering with financial leaders across our portfolio to implement accounting and finance initiatives, lead accounting onboarding for new acquisitions, and provide tactical, stand-in finance and accounting help for the portfolio companies, as needed.

We are looking for an analytical, self-motivated, accounting manager who is experienced in interpreting U.S. GAAP accounting standards and working in a high-growth, dynamic environment. The ideal person will balance a positive, collaborative attitude with a willingness to roll-up-their sleeves, allowing them to seamlessly function as both a strong individual contributor and a project leader. This role will report directly to the Controller.



  • Lead technical purchase accounting and onboarding for all platform company acquisitions and assist with all tuck-in acquisitions, ensuring cohesion across all entities
  • Perform acquisition accounting for platform acquisitions, including establishing the opening balance sheet and purchase accounting
  • Author acquisition memos, prepare footnote support schedules, and serve as the point of contact to auditors on business combinations
  • Develop an Onboarding playbook that sets best practices and trains finance leaders across the portfolio
  • Lead onboarding kickoff meeting with CEO and finance leaders
  • Serves as primary accounting resource for new partners during initial post-acquisition period-end accounting closes
  • Research technical accounting implications from changes in accounting standards and reach conclusions after evaluating various viewpoints/guidance and concisely communicate accounting conclusions and impact to the team

  • Build and maintain strong business relationships with operating company finance teams

  • Serve as a “Helicopter Controller” for portfolio companies, providing tactical accounting and finance support for portfolio companies, as needed for major projects

  • Key contributor in major accounting team projects across parent company (e.g. system migrations, streamlining processes/controls, compliance with new accounting guidance, metrics tracking, etc.)

  • Assist project manager with LucaNet and Business Central integrations and conversions

  • Ad-hoc accounting projects



  • 5+ years of public and private accounting, and/or private equity experience, with increasing responsibility

  • Technical accounting: Experience with business combinations (ASC 805), Revenue Recognition (ASC 606), Fair Value Measurement (ASC 820), and Debt transactions (ASC 470) strongly preferred

  • Proven record of project management and ability to effect change

  • Experience working through financial audits and tax requirements

  • CPA desired, but not required

  • Experience with our core financial portfolio systems a plus – QuickBooks,, Expensify,

    LucaNet, Microsoft Dynamics Business Central, and Power BI


Personal Characteristics

  • Analytical – find meaning and action in numbers, and is a data-driven decision-maker
  • Strong project manager – organized and able to prioritize and successfully lead group initiatives
  • Willingness to dive in where needed in a lean, fast-paced startup environment
  • Interest in growing with the company, as Evergreen expands across new and existing industries
  • Impeccable integrity and ethical standards
  • Works collaboratively and energetically
  • Excellent communicator – written and oral
  • Self-aware, accepting, honest, open, and respectful of others
  • Ability to create and execute processes using best practices


Other Information

  • Hybrid work environment
  • Competitive benefits & unlimited PTO

Posted On: Wednesday, June 22, 2022

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