Responsibilities JOB SUMMARY Prepares financial reports, budgeting, forecasting and analysis. Reviews and reconciles financial statements and transactions, ensuring accuracy and compliance with accounting principles. Analyzes financial data to identify trends, variances and opportunities for improvement. Supports accounting staff in various tasks, such as month-end closing, audit preparation and financial planning. Assists with ad-hoc projects and initiatives as needed. Requires strong analytical skills, attention to detail and proficiency in accounting software and Microsoft Excel. KEY RESPONSIBILITY & ESSENTIAL FUNCTIONS: - Oversees daily operations across large, multi-functional teams by assigning, prioritizing, and reviewing complex workstreams to ensure accuracy, timely execution, and optimal resource utilization. Drives operational efficiency and accountability through strategic direction and consistent oversight in high-impact environments. - Leads team development and performance by setting clear goals, providing coaching and mentorship, and cultivating a high-performance culture through continuous feedback and individualized growth plans. - Leads the execution of key departmental strategies by articulating and promoting a clear vision across partners, customers, and technology teams. Translates strategic objectives into actionable programs and measurable milestones, delivering customer-focused solutions that effectively balance materiality, urgency, delivery speed, and risk. - Drives compliance of financial methodologies and regulatory standards by exercising diligence and care. Maintains accurate records of all transactions and discloses and areas of risk. Mitigates risk by implementing best practices. - Applies strong knowledge of systems, processes, and organizational policies to support informed decision-making and problem resolution. Partners with business leaders to address day-to-day operational issues impacting financial outcomes and communicates effectively with stakeholders at all levels. - Applies comprehensive knowledge of business principles, and relevant regulations (i.e., GAAP, Sales Tax, Payroll) and applicable regulatory standards to ensure accurate financial reporting and compliance. Provides regulatory guidance within the scope of financial supervision, ensuring alignment with internal controls, audit readiness, and evolving industry requirements. - Proven leadership and strong team coordination capabilities. Ability to manage multiple priorities and quickly shift focus. Ability to coach and develop others. - Advanced proficiency in Microsoft Office applications, with a demonstrated ability to quickly learn and adapt to new technologies. Strong understanding of data flow across systems, with the capability to analyze system logic and translate business impact. - Demonstrates strong analytical and problem-solving skills with strong attention to detail to optimize departmental performance and align department operations with organizational goals. - Advanced verbal and written communication skills, with the ability to effectively and confidently engage with key department stakeholders to support strategic initiatives and departmental alignment. The responsibilities and essential functions outlined above describe the general nature and level of work assigned to this position. This is not an exhaustive list of all duties, responsibilities, and skills required. Duties and responsibilities may be modified at any time based on business needs. Employees may be required to perform other job-related tasks as requested by their supervisor, subject to reasonable accommodation. QUALIFICATIONS & KEY REQUIREMENTS: Directly supervises and advises hourly Partners within more complex area of specialty, setting day-to-day objectives, assigning tasks, checking work at frequent intervals, pursuing effective processes, maintaining schedules and ensuring work is performed consistently within existing policies and procedures. Directs team to complete assignments of diverse scope using established guidelines, procedures, and policies. Work assignments are predetermined, require evaluation of a variety of factors, follow established practices and procedures, and are subject to a moderate level of control and review. A portion of time is normally spent performing individual tasks related to the team/department. Erroneous decisions or failures to achieve goals may impact on team/department deadlines, resources, and/or results. Provides input into managing costs and may recommend improvements. Develops and administers schedules and performance requirements. Assists with managerial decisions and activities including hiring, firing, performance appraisals, and pay reviews. Technical, vocational, or bachelor's degree in a relevant field of education and/or relevant work experience. Completion of H-E-B leadership programs where applicable. - 5+ years of experience in accounting, or a related field - 1+ years Leadership experience (preferred) - Experience in accounting / finance, and in a supervisory capacity - Comprehensive knowledge of GAAP and regulatory accounting practices - Advanced PC, MS Office, and software skills, including word processing, database management, spreadsheets, and graphics - Advanced analytical and problem-solving skills; attention to detail - Advanced research skills - Strong verbal / written communication skills - Strong time-management skills - Ability to coach and develop others - Ability to manage multiple priorities and quickly shift focus - Ability to effectively communicate and build relationships at all levels of management and Partners - Bachelor's degree in Accounting, Finance, Business or a related field PHYSICAL DEMANDS & WORKING CONDITIONS: - Function in a fast-paced, office environment - Travel by car or plane with overnight stays - Work extended hours; sit for extended periods. - Occasionally lift 20 lbs. or more The work environment characteristics described here are representative of those a Partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.