Accountant III

US-CA-San Francisco
2 weeks ago
Job ID
Position Type
Contract (Full-Time)
# of Openings


Reporting to the Leasing & Asset Finance Controller, the Senior Accounting Manager serves as a U.S. GAAP technical transaction advisor over structured and/or tax incentivized lease financing and lending arrangements, renewable energy equity investments, and other structured products and transactions. The role works closely with the business unit and operations teams to ensure transactions are booked appropriately, provides booking instructions and review oversight. The role also supports other functions, such as SOX/internal controls and working with internal and external auditors.


  • Serve as a front line for complex transaction executed in the Leasing & Asset Finance business unit, providing strong U.S. GAAP technical accounting oversight, support, and leadership. 
  • Document positions and structure transactions for book and tax purposes. 
  • Work closely with Originations and Operations teams on accounting treatment. 
  • Research, anticipate, and communicate potential accounting and regulatory rule changes (e.g., FASB, SEC, OCC, Fed) impacting the business unit, as well as implement such changes. 
  • Work closely with external and internal auditors, anticipate and address any potential audit and regulatory requirements/issues. Support SOX testing efforts.


  • Demonstrated ability to identify, research, and advise on the accounting for complex transactions involving leasing and lending arrangements. Strong working U.S. GAAP technical accounting knowledge in leasing activities (ASC 840), lending activities (ASC 310), equity method/HLBV accounting (ASC 323), and consolidations (ASC 810). 
  • Strong track record of successfully executing on day-to-day activities and special projects in a complex organization, with a demonstrated ability to successfully manage multiple tasks and projects to meet deadlines. 
  • Collaborates and builds partnerships - Works effectively in a team environment, addresses conflict appropriately, and builds productive relationships with customers, business partners, and stakeholders in order to achieve targeted business results. 
  • Communicates effectively and professionally - Excellent written and verbal communication skills. Strong presentation skills and ability to present complex accounting issues to management. 
  • Strong organization and analytical abilities. Demonstrated ability to carefully step through critical issues, appropriately gathering and analyzing facts before reaching conclusions. 
  • General understanding of valuation concepts applicable to the leasing industry. 
  • Experience with SOX documentation, implementation and internal control requirements 


  • BA or BS degree in accounting 
  • Minimum of 10 years related experience with banking/financial institutions 
  • 5+ years working with leasing and/or lending products 
  • Minimum of 3 years of consulting/auditing experience at a Big 4 firm serving financial institutions. 
  • Strong technology skills - MS Office product suite (working knowledge of Peoplesoft and InfoLease a plus) 
  • CPA (active) is required


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