My Financial Partner delivers high quality, fast-paced fractional Controller, AP, and GL services to 70+ network companies across the Teamshares portfolio. We're a wholly owned subsidiary of Teamshares, Inc. — a publicly traded company built to keep great small businesses thriving, one acquisition at a time.
The Role
You're a member of the accounting SWAT team. When Teamshares acquires a new network company (NC) — or an existing one needs tidying up — you parachute in, get everything GAAP-clean, and hand off accounting processes that are ready to run smoothly. You sit at the center of it all: My Financial Partner (MFP), Teamshares' Financial Performance Team, and the Teamshares’ Acquisitions Team, turning messy legacy books into a sparkly system that just works.
Focus Areas
- Clean up payroll/benefits liabilities and expenses, accruals, deferred revenue, AP, ST/LT liabilities, prepaids, inventory, customer deposits, and chart-of-accounts mapping before handing off to the on-going MFP teammates.
- Report findings straight to the Sr. Transition Controller and flag the big stuff fast.
- Assist with GL/ERP migrations, system integrations, and testing.
- Reconcile everything on the balance sheet — cash, credit cards, fixed assets, tax liabilities, payroll liabilities, etc.
- Turn paper-and-spreadsheet processes into clean, automated ones.
What Success Looks Like
- Close the books in 8–10 business days, every cycle, without cutting corners on accuracy and quality.
- Get most of a new acquisition transitioned within 30–90 days, so the on-going MFP Controller, GL Accountant, and AP Specialist can take the wheel.
- Help refine the Transition Team playbook to make every future onboarding faster than the last.
What You'll Actually Do
- Serve as the primary G/L accountant for multiple NCs in transition.
- Determine and implement snazzy accounting entries such as accruals, reserves, reclasses, and intercompany entries.
- Coach onsite finance leads on AR standard practices — payment application, collections hygiene.
- Modernize and streamline AP tools (e.g. bill.com and Charted), tighten credit-card transaction syncing and coding/approval processes, and coordinate payment releases with the NC President.
- Sync and reconcile cash, credit cards, and payroll to the right GL accounts.
- Map legacy charts of accounts (COA) onto Teamshares' standardized COA.
- Configure the GL — account structure, segments, dimensions, reporting hierarchy — so reporting is useful yet efficient.
- Spot ERP-driven and accrual/estimation process improvements, especially anything that shortens the month-end close.
- Review inventory processes and COGS recognition for alignment with how the business recognizes revenue.
- Turn complicated transactions into insights the NC leadership can actually use.
- Clean up inherited reporting and accrual calculations that don't hold together and build a reliable baseline.
- Keep the books audit-ready throughout the transition — not just at handoff.
- Support audit, tax, and due-diligence requests with airtight documentation and digital audit trails.
- Identify control and process gaps before they become audit findings.
- Automate the manual, siloed, and disconnected — every fix should scale to the next NC.
- Partner with MFP Controllers, GL Accountants, and Teamshares to keep systems and data in sync.
- Show up to meetings ready to speak up and flag risks and inefficiencies early.
- Translate accounting impact into plain business terms.
- Train onsite NC staff on new workflows and close responsibilities.
- Document SOPs and training materials in MFP's Google Drive — build it once, use it until we find a better way.
- Join recurring knowledge-transfer sessions.
- Hand off month-end close cleanly to the on-going MFP team.
- Help refine the onboarding playbook and KPIs with the MFP Transitions Team.
Core G/L Accounting & Month-End Close
Systems, ERP & Inventory Transition
Financial Reporting, Analysis & Advisory
Internal Controls, Audit & Process Improvement
Stakeholder Collaboration & Communication
Team Training & Transition Planning
This Job is for You if You
- Get hives at the thought of procrastination, disorganization, lack of documentation, and filing paper documents.
- Desire a new accounting puzzle to solve as soon the current puzzle is at 90%.
- Love janitorial accounting (a good clean up and facelift of the books) and you’re not afraid to use a different kind of mop, broom, or vacuum - with or without the instruction manual.
- Thrive in a fast-paced environment.
- Don't need a roadmap for every new system. You like assembling furniture without the manual yet you use the manual as a reference when needed.
- Meet NC staff and teammates where they are at and help them get over the finish line. If they trip, you help them cross the finish line.
- Wear the hat of an accounting professor and explain accounting to NC staff and teammates in chewable bites.
- Like small-business scrappiness backed by big-company rigor and internal control standards.
- Have a high frustration tolerance. You know you’ll figure out the puzzle soon.
- Constant technological and process changes don’t phase you. You don’t skip a beat. You hardly blink.
- Live our values, "Trust comes first, take initiative, make things better, act thoughtfully and be dependable."
Benefits
- Medical, Dental, Vision, FSA/HSA
- 100% paid for employee (and dependents on most plans)
- 15 days of vacation time to keep you balanced, rested and recharged and paid time off for 19 holidays, 5 sick days, and one floating holiday of your choice
- Ongoing support and advice from Teamshares accounting, finance, and small business experts