CAREERS
Open Positions
Summary
- We are looking for a part-time, motivated, Experienced Bookkeeper to join our expanding team at Lohman & Associates. The Experienced Bookkeeper will be responsible for multiple duties to support our internal accounting department.
Responsibilities
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- Prepare and post journal entries, including accruals, invoices, and cash transactions;
- Maintain supporting schedules and balance sheet reconciliations;
- Review and verify accuracy of account coding and classifications;
- Analyze changes in account balances and makes recommendations to correct errors as appropriate;
- Assist with monthly financial reporting package;
- Assist in annual compliance filings and tax work by preparing supporting schedules and reconciliations;
- Reconcile daily cash/credit card deposits;
- Process and maintain Accounts Receivable/Accounts Payables on a daily-basis;
- Prepare weekly financial metrics and reporting;
- Perform data analysis and prepare reconciliations across various systems;
- Assist with special projects and other duties;
Basic Requirements / Qualifications
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- Bachelors degree in Accounting or related discipline required;
- Two to four years of related experience;
- Excellent inter-personal and communication skills;
- Experience with Microsoft Office required;
- Proficient in Microsoft Excel required;
- Experience with QuickBooks Online required;
About Lohman & Associates
- Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies. Our team specializes in strategic advisory services typically provided by the Chief Financial Officer and their department, from the day-to-day accounting needs through complex financial analyses and technical accounting matters. We partner with businesses from day one and serve as a key advisor all the way through an IPO or strategic exit.
Please send a current resume and cover letter to Info@LohmanAssociates.com. No recruiters please.
Summary
- We are looking for a motivated, technical accounting focused Director to join our expanding team at Lohman & Associates. The Director will report to a Senior Director and will be expected to be an experienced finance manager with strong business acumen who thinks strategically, is results driven, and is collaborative. The Director must excel in the coordination of company financial planning, budget and cash management, and in ensuring appropriate accounting procedures are implemented and financial reporting conforms to GAAP. The Director must have a track record of results in implementing systems, policies, and processes that enable the company growth with strong business controls. The Director will act as a trusted business partner with the executive leadership team, bankers, investors, and board members of any of our clients.
Responsibilities
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- Oversee accounting close of several clients, ensuring that the monthly, quarterly, and annual financial statements are completed on a timely basis and in accordance with GAAP, including review of monthly journal entries, accruals, and account reconciliations.
- Act as quality control and final review for all financial materials including monthly or quarterly financial reporting packages, budgets and forecasts, board-facing materials, tax and audit packages, and SEC filings.
- Ensure appropriate control environment to safeguard and protect financial assets and ensure compliance with regulatory environment.
- Provide technical accounting analysis and documented conclusions around accounting positions for a variety of complex accounting topics (e.g., complex financial instruments, derivatives, business combinations, VIEs, and joint ventures).
- Review technical accounting analysis and documented conclusions around accounting positions for accounting topics as prepared by Accounting Managers.
- Assess the impact of new accounting pronouncements and collaborate with clients to drive company-specific implementation.
- Research and document the accounting treatment for new transactions and business initiatives.
- Draft financial statements and footnotes in compliance with US GAAP and be the main point of contact for auditors, tax accountants, valuation experts, and any other financial vendors on behalf of our clients.
- Recommend and implement appropriate internal controls and best practices.
- Act as a strategic advisor and partner to client executive leadership teams.
- Act as a direct supervisor of Accounting Managers.
- Takes an active role in development and training of staff, seniors, and managers, including coaching and guiding personnel.
- Actively seeks to grow or improve the firm and/or firm practices including involvement in any of the following areas: business development, firm-wide training initiatives, and process improvements.
- Expected to contribute to strategic Company discussions and internal management of the organization.
Basic Requirements / Qualifications
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- Bachelors degree in Accounting or related discipline required
- CPA license required
- SEC Reporting Experience preferred
- At least 12 years of experience in Accounting with progressive responsibility
- Excellent inter-personal and communication skills
- Demonstrated expertise in GAAP accounting
- Proficient in Microsoft Office, especially Excel and Word
- Experience in the life science industries preferred
- Experience in NetSuite or Sage preferred
About Lohman & Associates
- Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies. Our team specializes in strategic advisory services typically provided by the Chief Financial Officer and their department, from the day-to-day accounting needs through complex financial analyses and technical accounting matters. We partner with businesses from day one and serve as a key advisor all the way through an IPO or strategic exit.
Please send a current resume and cover letter to Info@LohmanAssociates.com. No recruiters please.
Summary
- We are looking for a self-motivated Accounting Manager to join our expanding team at Lohman & Associates. The Accounting Manager will be responsible for multiple duties on behalf of our great clients, including all aspects of client daily operations and financial reporting.
Responsibilities
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- Manages the timely and accurate preparation of all external financial reporting, ensuring statements are in accordance with US GAAP.
- Communicates with clients to ensure that all of their needs are understood and addressed.
- Prepares financial statements and footnotes in accordance with US GAAP for various private and public company clients.
- Coordinates activities with internal/external audit, finance, and legal.
- Reviews the monthly and quarterly financial reporting package, including income statement and balance sheet analysis and various management reports.
- Provide accounting analysis related to contemplated or executed transactions.
- Reviews month-end close and manages day to day operational accounting activities for a variety of clients.
- Enjoys working with a team in an energetic and open working environment.
- Works well with a high degree of autonomy.
- Communicates well and has excellent customer service skills.
- Supervises and trains staff on best practices, performs annual performance reviews, and works with management on appropriate staffing allocation.
Basic Requirements / Qualifications
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- Minimum of 5 years of relevant experience (Public/Industry mix preferred).
- Bachelor’s Degree Required (Finance, Accounting, Economics, preferred).
- An active CPA License.
- Strong leadership, decision making, and technical skills.
- Public Accounting Experience.
- Experience with Microsoft Office required, specifically in Microsoft Excel.
- Experience with QuickBooks Online preferred.
About Lohman & Associates
- Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies. Our team specializes in strategic advisory services typically provided by the Chief Financial Officer and their department, from the day-to-day accounting needs through complex financial analyses and technical accounting matters. We partner with businesses from day one and serve as a key advisor all the way through an IPO or strategic exit.
Please send a current resume and cover letter to Info@LohmanAssociates.com. No recruiters please.
Summary
- We are looking for a self-motivated, technical accounting focused Senior Associate to join our expanding team at Lohman & Associates. The Senior Associate will report to the Director of technical accounting and will be expected to manage multiple projects at a time assessing the impacts of new accounting pronouncements, conducting accounting research, drafting and maintaining accounting policies, and implementing the adoption of new accounting standards for a range of clients.
Responsibilities
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- Provide technical accounting analysis and documented conclusions around accounting positions for a variety of topics (e.g., revenue recognition, foreign currency translation, equity investment valuations, consolidation, employee incentives including stock options, goodwill/intangibles, real estate, and business combination accounting).
- Assess the impact of new accounting pronouncements and collaborate with clients to drive company-specific implementation.
- Research and document the accounting treatment for new transactions and business initiatives.
- Coordinate with external auditors to deliver timely audit evidence.
- Assist with special projects and other duties.
Basic Requirements / Qualifications
-
- Bachelors degree in Accounting or related discipline required
- CPA license preferred
- At least three years of related experience
- Excellent inter-personal and communication skills
About Lohman & Associates
- Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies. Our team specializes in strategic advisory services typically provided by the Chief Financial Officer and their department, from the day-to-day accounting needs through complex financial analyses and technical accounting matters. We partner with businesses from day one and serve as a key advisor all the way through an IPO or strategic exit.
Please send a current resume and cover letter to Info@LohmanAssociates.com. No recruiters please.
Summary
- We are looking for a motivated Staff Accountant to join our expanding team at Lohman & Associates. The Staff Accountant will be responsible for multiple duties on behalf of our great clients, including all aspects of client daily operations and financial reporting.
Responsibilities
-
- Prepare and post journal entries, including accruals, invoices, and cash transactions
- Maintain supporting schedules and balance sheet reconciliations
- Review and verify accuracy of account coding and classifications
- Analyze changes in account balances and makes recommendations to correct errors as appropriate
- Assist with monthly financial reporting package
- Assist in annual audit and tax work by preparing supporting schedules and reconciliations
- Reconcile daily cash/credit card deposits
- Track Accounts Payable / Accounts Receivable
- Communicate daily with clients in addition to their customers and vendors
- Assist with special projects and other duties
Basic Requirements / Qualifications
-
- Bachelor’s degree in Accounting or related discipline required
- One to three years of related experience
- Experience with Microsoft Office required, specifically in Microsoft Excel
- Experience with QuickBooks Online required, other accounting systems preferred
- Excellent inter-personal and communication skills
Please send a current resume and cover letter to Info@LohmanAssociates.com. No recruiters please.