Accounting Manager

Company Overview

Apex Service Partners (the “Company”) has been founded through the acquisition of multiple leading commercial and home services businesses targeted at HVAC, plumbing and electrical services. In this fragmented industry dominated by small and founder-owned businesses, the Company strategy is to execute significant organic growth initiatives and high-frequency M&A. This highly decentralized roll-up strategy necessitates an A+ team.

Apex Service Partners was founded in 2019 with a mission to build a partnership of like-minded world-class service providers to build an industry leading national platform. Apex focuses on leveraging the power of people to build a strong network of industry leaders who can share resources, best practices, and expertise in order to deliver unparalleled service to customers and opportunities for employees. The Company is currently comprised of seven Regional Platforms.

The Company and its executive team are being backed by Alpine Investors (“Alpine”), a software- and services-focused private equity firm that specializes in majority or full buy-outs of founder-owned businesses and corporate carve-outs.

Alpine is a people-driven private equity firm with a mission to build enduring companies by working with, learning from and developing exceptional people. Alpine believes that inspiring growth and personal fulfillment in people is the best way to build enduring businesses.

Job Description – Accounting Senior Manager, Partner Services

Mission of the Role:

We are looking for an Accounting Senior Manager within Partner Services. The Accounting Senior Manager will be a critical team member and early employee, participating in building a highly scalable, best-in-class finance organization as a key partner with the Apex Group VP of Accounting and the Regional Platform accounting teams. He / she will help drive the ethos for how the financial and accounting operations and organization runs and interacts with the operating businesses.

The Accounting Senior Manager must have superior organization and communication skills, while maintaining strong attention to detail in a fast-paced environment. This individual will be responsible for all accounting transactions related to the Partner Services income statement and balance sheet, including but not limited to ensuring accurate and complete recording of all accounts payable, cash transactions, fixed assets, prepaids, debt, accrued expenses, payroll, etc.  Oversees and participates in the robust month end process for Partner Services to ensure financial reporting integrity.   This position will be responsible for daily, weekly, and monthly accounting functions, including ensuring cash and payroll transactions are recorded timely and accurately, reconciliations are prepared and reviewed, etc.  and will participate in preparation of MD&A and monthly financial statement review with senior leadership. The Accounting Senior Manager will also be highly involved in the year-end audit process for Partner Services and support audit efforts with local partners. This opportunity offers high visibility in a rapidly growing company and the successful candidate must show great initiative and have the ability to work with limited supervision. 

The Accounting Senior Manager is responsible for all areas relating to accounting functions and financial reporting specifically at Partner Services but will also support local partners as needed to provide accounting guidance and review. Regional support includes being the liaison relating with the Accounting System (Intacct) consultant for training, issues and access, bringing forward updates and improvements and providing access relating to all Accounting related software (Intacct, FloQast, JPM Banking Platform and Stampli.

This role will also participate in the integration process of mergers and acquisitions completed by regional platforms.

This role will report directly to the Apex SVP of Accounting and work closely as a key partner with the wider accounting team at the Regional Platforms.

Responsibilities:

Working closely with the Apex SVP of Accounting and wider accounting, finance and corporate development team, the Senior Manager of Accounting will play a key role in ensuring accurate and auditable financial statements.   Job responsibilities include:

• Leveraging Floqast - ensure an accurate and timely month-end and year-end close, prepare and review flux analysis, MD&A
• Provide accounting guidance around technical topics as needed
• Work closely with broader finance, systems, and partnership development teams to ensure smooth onboarding of new acquisitions, including communication around accounting items impacting EBITDA
• Ensure corporate accounting policies are maintained, communicated, and reviewed (Capitalization, Inventory, Warranty Reserve, Deferred Maintenance, etc.)
• Provide support to comply with all Alpine year end deliverables (tax projections, engagement letters, intangibles information etc.)
• Support the overall Apex audit process with external auditors to ensure successful engagement and on-time delivery of all requested materials
• Respond to inquiries from local partners regarding accounting matters, provide guidance as needed
• Respond to inquiries from the leadership team regarding financial results and special reporting requests
• Identify opportunities for efficiencies and implement streamlined procedures where possible
• Execute the individual and team goals that support strategic and operational initiatives
• Collaborate with other departments to identify and improve operations where possible
• Contribute to team culture
• Provides accounting management and oversight to the Partner Services accounting function and serve as a key partner to the Regional Platform accounting teams
• Works with other members of the Regional Platform to ensure financial reporting is automated, 98% accurate, and audit ready
• Helps ensures cash is managed appropriately with the proper internal controls
• Implement robust monthly, quarterly and year-end close processes
• Reconcile and analyze general ledger accounts and bank statements
• Coordinate with the Regional Platform Accounting Teams and external auditors to ensure successful engagement and on-time delivery of audited financial statements and tax audits
• Oversee monthly journal entries, and reconciliations and Partner Services
• Document and monitor internal controls in support of audit team
• Assist as needed with comprehensive annual budget planning
• Support team with key strategic initiatives
• Prepare presentations as necessary summarizing key findings of analyses and projects
• Lead a broad range of ad-hoc projects focused on improving reporting quality
• Assist with the integration of acquisitions into our accounting and financial systems
• Contribute to team culture and effort by accomplishing related results as needed

Experience:

• 5-8+ years of prior accounting experience (mix of pubic accounting and industry preferred)
• Strong understanding of U.S. GAAP accounting
• CPA license Preferred
• Bachelor’s degree in accounting, master’s degree a plus
• Strong excel skills
• Experience with Sage Intacct and accounting ERP implementations a plus
• Experience preparing financial statements
• Experience leading and developing teams preferred
• Strong ability to communicate accounting and financial information into common language
• Extreme formatting, organization and priority setting skills
• Strong accounting experience and demonstrated ability to lead / drive processes
• Excellent interpersonal skills, attention to detail and teamwork
• Interest in joining a well-capitalized entrepreneurial team
• Positive attitude, team player
• Highly motivated, comfortable working independently
• High energy, ownership of work product and dedication to driving results
• Excellent time management and organizational skills

Personal Characteristics:

• Analytical – finds meaning and action in numbers, and is data-driven
• Excellent communicator – written and oral
• Stellar time management and organizational skills
• Resourceful – figures out how to achieve results creatively with finite resources
• Thrives in a nimble, lean, unstructured, fast-paced entrepreneurial environment
• Works collaboratively and energetically
• Impeccable integrity and ethical standards
• Self-aware, accepting, honest, open, and respectful of others
• Ability to create and execute on processes for professionalizing family-owned businesses using best practices
• An undying commitment to personal growth and development

Other:

Location: Tampa, FL – Hybrid

Travel: some periodic travel to Regional Platforms may be necessary

Compensation: Competitive

Other Benefits: medical, dental and vision coverage, competitive PTO, sick days, holidays, and 401k matching