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Charles IT

Compliance-focused IT services with 24/7 support

Senior Accountant - M&A & Financial Reporting

Financial AccountingPosted on Nov 10
Full-timeMiddletown, CT, USANo salary listed

About the Job

Requirements

  • A Bachelor's degree in Accounting, Finance, or a related field and an active Certified Public Accountant (CPA) license are required.
  • At least 5 years of progressive accounting experience, including ownership of significant close and financial reporting responsibilities, is required.
  • Experience supporting external financial statement audits and preparing audit-ready schedules and documentation is required.
  • Strong knowledge of U.S. GAAP, account reconciliation, financial reporting, and internal controls is required.
  • Experience with ERP systems and advanced Microsoft Excel skills are required.
  • Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced, growth-oriented environment is required.
  • Strong analytical, organizational, and problem-solving skills with high attention to detail are required.
  • Clear written and verbal communication skills and the ability to work effectively with cross-functional teams, leaders, lenders, auditors, and external advisors are required.

Responsibilities

  • 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.

Desired Qualifications

  • Hands-on experience with M&A accounting, opening balance sheets, purchase accounting support, or post-acquisition finance integration is strongly preferred.
  • Experience with debt accounting, lender reporting, covenant support, or credit agreement reporting is strongly preferred.
  • Experience in multi-entity, multi-location, acquisitive, or private-equity-backed environments is preferred.
  • Experience improving system-driven accounting processes is preferred.

About the Company

Charles IT

Compliance-focused IT services with 24/7 support

Charles IT provides IT services tailored for regulated industries, acting as an in-house IT team to help meet strict rules like HIPAA, CMCC, and DFARS. Its offering combines disaster recovery, cloud services, and ongoing compliance work into a managed IT model that protects data and keeps systems compliant. It differentiates itself with a hands-on, relationship-based approach and 24/7 human support, ensuring quick, personal responses rather than generic tech help. The company aims to help regulated organizations run high-stakes technology smoothly, stay compliant, and turn customers into loyal fans through reliable, around-the-clock support.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Middletown, CT
Founded
2006

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