Senior Accountant, M&A & Financial Reporting

Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright. Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive

We're seeking a highly qualified Senior Accountant to join our team. This role serves as the primary resource responsible for workstreams for acquisitions, including review of transaction documentation, accounting conclusions, and close-related deliverables.

Responsibilities include but are not limited to:

• Lead acquisition accounting, including opening balance sheets, purchase accounting support, working capital adjustments, and post-close reconciliations.

• Partner across departments to integrate acquired entities into ERP systems, financial reporting, accounting policies, close processes, and internal controls.

• Maintain debt schedules, reconcile balances and interest activity, and support accounting for borrowings, repayments, and refinancing.

• Prepare lender reporting packages and support compliance with financial covenants and credit agreement requirements.

• Coordinate external audit requests and prepare supporting schedules, reconciliations, and documentation.

• Support financial statement preparation, management reporting, and technical accounting research in accordance with U.S. GAAP.

• Prepare and review journal entries, account reconciliations, and financial analyses for monthly, quarterly, and annual close.

• Improve accounting processes, internal controls, systems, and documentation to support growth, scalability, and audit readiness.

• Provide guidance and review support to accounting team members and collaborate across the Finance organization.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field; active Certified Public Accountant (CPA) license required.

• 5+ years of progressive accounting experience, including ownership of significant close and financial reporting responsibilities.

• Hands-on experience with M&A accounting, opening balance sheets, purchase accounting support, or post-acquisition finance integration strongly preferred.

• Experience with debt accounting, lender reporting, covenant support, or credit agreement reporting strongly preferred.

• Experience in multi-entity, multi-location, acquisitive, or private-equity-backed environments preferred.

• Demonstrated experience supporting external financial statement audits and preparing audit-ready schedules and documentation.

• Strong knowledge of U.S. GAAP, account reconciliation, financial reporting, and internal controls.

• Experience with ERP systems and advanced Microsoft Excel skills; experience improving system-driven accounting processes is preferred.

• Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced, growth-oriented environment.

• Strong analytical, organizational, and problem-solving skills with high attention to detail.

• Clear written and verbal communication skills and the ability to work effectively with cross-functional teams, leaders, lenders, auditors, and external advisors.

Benefits

Investing in Our Team is Key to Our Success!

Financial Benefits: We offer a comprehensive benefits package designed to support our employees’ financial well-being, health, growth, and overall quality of life. Financial benefits include a 401(k) plan with employer contributions, performance-based incentive opportunities, and employee discount and savings offerings.

Time Away from Work: Employees enjoy paid time off (PTO), paid holidays, paid parental leave, and a work-from-home (WFH) bank to support flexibility and a healthy work-life balance.

Health and Wellness: Our health and wellness benefits include comprehensive medical, dental, and vision coverage, employer-paid life insurance, short- and long-term disability insurance, Flexible Spending Accounts (FSA), and well-being resources and support programs.

Growth & Development: We support employees' professional growth through structured career progression plans and certification incentives that reward employees with direct dollar-amount pay increases for earning approved industry certifications.

That's Not All: Additional perks include employer-paid dry-cleaning services, Friday team lunches, corporate concierge services, a dog-friendly office, team-building events, company-sponsored activities, and more!

Our Commitment to Inclusion:

Charles IT is committed to fostering an inclusive and respectful workplace where everyone can thrive. We are proud to provide equal employment opportunities to all team members and applicants without regard to any protected characteristics. We believe diverse perspectives strengthen our team, enhance innovation, and help us better serve our clients.

The information contained in this job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, and qualifications. Additional responsibilities may be assigned as business needs to evolve.