Windham Brannon

Why Windham Brannon:

Windham Brannon is a recognized leader in providing assurance, tax and advisory services to clients both nationally and globally. We believe that best-in-class client service starts by creating exceptional outcomes for our people – by offering more to our team, we can offer even more to our clients. Our award-winning culture has been consistently recognized for helping our people achieve success and fulfillment in their work and personal lives. We are dedicated to providing all our employees a diverse, equitable and inclusive environment that allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

Offering more for your career…

Windham Brannon understands that a successful career requires continuously learning and gaining knowledge in your profession. That’s why we prioritize the following for our people. 

•         Dedicated learning and development budget for each employee
•          Coaches who are dedicated to your career growth and development, helping you thrive in the workplace
•          Diversity, Equity and Inclusion Advisory Council that advocates for important employee initiatives
•          Referral, performance, and business development bonus opportunities

Offering more for your life…

Our competitive benefits package is designed to positively impact your life outside of work.

•          Hybrid and flexible work environment
•          Employer-paid dependent care, life insurance, disability, accident and critical illness, and pet insurance
•          401(k) plan with company matching
•          PTO, paid holidays, and summer hours

Offering more for your community…

Windham Brannon believes that we succeed as a firm when those in our community can succeed, too. Our WB Foundation regularly contributes to charities supported by our employees and friends of the month, and we provide regular volunteer support to several not-for-profit organizations throughout the year. 

What you will do…

 Accounting & Reporting Leadership

•         Lead the Month-end, QTR-end and year-end close process
•          Ensure compliance with federal, state, and local financial legal requirements
•         Oversee general ledger, journal entries, accruals, reserves, and account reconciliations
•          Responsible for tax planning throughout the fiscal year and assists with the preparation of the corporate tax return.
•          Presents recommendations to management on short- and long-term financial objectives and policies.

Revenue Cycle (Billing & Collection) Supervision

•          Oversee client billing and collection processes to ensure accurate invoicing and timely collection
•          Foster development of best practice standards to reduce billing cycle time and improve collection rates
• Actively monitor: 

o   WIP aging to ensure timely conversion of unbilled WIP and identification

o   AR aging to ensure timely collection and identification of trends

•          Support coordination with principals and managers to resolve billing disputes
•          Establish and enforce policies for credit limits, write-offs, as well as all general protocols related to billing and collection    

•          Support coordination with principals and managers to resolve billing disputes
•          Establish and enforce policies for credit limits, write-offs, as well as all general protocols related to billing and collection

Accounts Payable & Payroll Oversight

•         Supervise the accounts’ payable function, ensuring timely and accurate processing of vendor invoices and expense reimbursements
•          Ensure adherence to approval workflows and firm policies for disbursements and vendor setup
•          Monitor cash disbursements and coordinate payment runs to optimize cash flow
•          Supervise Payroll processing in compliance with federal, state, and local regulations
•          Review payroll for accuracy, including compensation, benefits, deductions, and tax filings
•          Liaise with external payroll providers and internal HR to ensure proper documentation and reporting
•          Ensure timely filing of payroll tax returns and year end forms (e.g., W-2’s, 1099’s)

Treasury & Cash Management Leadership

•          Monitor daily cash balances and ensure adequate liquidity to meet operational needs
•          Forecast cash flow and manage short-term borrowing or investing activities
•          Oversee banking relationships and negotiate terms for credit lines and services
•          Ensure timely reconciliation of bank accounts and proper cash application
•          Implement and maintain effective cash controls and fraud prevention processes

Financial Planning & Analysis Support

•          Support annual budgeting and periodic forecasting processes
•          Provide variance analysis and commentary to support management decisions

Internal Controls & Compliance Leadership

•          Maintain appropriate internal controls over financial reporting, timekeeping, and billing
•          Develop and enforce financial policies and procedures specific to professional services industry
•          Ensure compliance with regulatory and ethical standards applicable to the professional services industry – and accounting firms specifically

Team Leadership

•          Supervise, coach and develop the finance team members
•          Establish goals, delegate tasks, and evaluate team performance
•          Foster a culture of accuracy, efficiency and continuous improvement
•          Serve as a key member of the corporate operations leadership team
•  

What you bring…

•          Demonstrated ability to work effectively in a team environment and comfortably interact with senior leaders
•          Proven ability to efficiently multitask, organize, prioritize, and coordinate simultaneous responsibilities, initiatives, and leadership duties
•          Established analytical, problem-solving, organizational, interpersonal, and communication capabilities, accompanied by solid Microsoft Suite and General Ledger application (i.e., Sage) skills
•  Experience supervising staff and leading teams to accomplish strategic objectives and the ability to work 3+ day per week in office – with the balance being virtual
• Required Experience and Education:

o   CPA

o   Bachelor’s and/or master’s degree in accounting

o   5+ years of general accounting experience

•          Preferred:

o   2+ years of general accounting experience within public accounting environment