Associate Vice President, Accounting and Finance

Optimal is looking for an Associate VP of Accounting and Finance. In this role, you will provide strategic and day-to-day support to the Chief Financial Officer (CFO), anticipating needs and offering suggestions for improvement. You will also manage divisional finance leads and oversee financial reporting and budgets.

Who Are We?

Optimal is a performance marketing agency on a mission, bringing together the best data, technology, and people to achieve our clients’ marketing goals. Brand, campaign, or cause: we maximize performance at every moment.

We are not only digital media strategists – we’re award-winning industry leaders, with deep knowledge spanning all things digital: from advertising and paid media, to marketing and communications, to audience data and analytics, we deliver for our clients.

Everyone at Optimal has the opportunity to learn, grow, and progress. From our staff-led DEI initiatives to our proprietary training program, we provide our team with the personal and professional development they need to achieve real career advancement.

We’re always looking for exceptional people to join our team. If this sounds like you, please apply!

About the Role

At Optimal, we are actively looking to scale standout candidates – those who are ready for significant opportunities and hungry to take on meaningful responsibilities that drive real business results. The Associate VP, Accounting and Finance is responsible for overseeing and enhancing financial processes, reporting and systems. Additional responsibilities include performing the accounting duties for Optimal Entertainment, Optimal Health and Optimal HQ.

Essential Functions, Duties, and Responsibilities:

• Manage and oversee divisional finance leads and provide accounting guidance and expertise.
• Oversees Optimal-wide financial reporting and budgeting, ensuring accurate and on-time reporting. This includes the preparation of consolidated monthly, quarterly, and year-end financial reporting packages along with Budget and Reforecast reporting.
• Responsible for cash flow forecasting and analysis
• Assist CFO in developing, improving and maintaining accounting policies, controls and best practices.
• Lead the annual audit by serving as the primary point of contact with external auditors. Coordination of all audit requests by working with divisional financial leads.
• Coordination with external tax accountants on state and federal taxes.
• Ensure compliance with GAAP, ensure that month-end reconciliations are being completed accurately and in a timely manner.
• Serve as the NetSuite system administrator and key contact for managed service provider
• Responsible for performing the accounting function for Optimal Entertainment, Optimal Health and Optimal HQ. This includes but not limited to:
• Manage accounts payables process including company credit card analysis
• Review and processing of all cash transfers and disbursements.
• Ensure timely and accurate processing of payroll transactions including salaries, benefits, garnishments, taxes, and other deductions.
• Handles monthly close and maintains general ledger for the divisions.
• Monitors revenue and expenses and provides analysis and recommendations as necessary.
• Prepares monthly financial reports, include P&L, Balance sheet and year-end reporting
• Maintain and establish, if needed, financial controls with the accounting department.
• Adheres to administrative deadlines and is responsive to accounting and other administrative staff when called upon to provide information.
• Perform other duties as assigned.

Minimum Qualifications & Skill Requirements:

• Degree in Accounting (Bachelor’s or Master’s), and a CPA preferred
• 7+ years related work experience; advertising/marketing services industry experience a plus.
• Strong proficiency of US GAAP
• Hands-on experience with general ledger accounting,, monthly closing procedures, monthly issuance of financial statements, and payroll.
• Knowledge of federal and state regulations on taxes and reporting
• Strong analytical skills and the ability to translate data into actionable insights and strategic recommendations.
• Strong proficiency in Microsoft Excel
• Proficient with ERP systems, NetSuite experience a plus.
• Experience building and leading high-performing teams, with a focus on mentorship, professional development, and fostering a collaborative work environment.
• Ability to deliver high quality work on tight deadlines in a fast-paced environment, with strong organization and priority-setting skills.
• Ability to build strong relationships and become a trusted partner by colleagues, advisers, stakeholders, and contacts.
• Excellent verbal and written communication skills, with the ability to present complex financial information clearly and concisely to audiences of all levels to understand.

Optimal is proud to offer the following:

• The base salary ranges from $140,000 - $180,000 annually depending upon factors including, but not limited to, experience, skill level, education and location
• Open leave (paid time off)
• Paid Leave for new parents
• Health insurance (including dental and vision)
• Flex Spending Plan
• Employee Assistance Program
• 401K with company matching
• Student Loan Repayment Program
• Professional development opportunities
• Rewards and recognition programs
• Mobile phone & internet reimbursement and much more!

Office Hours

This role is based out of our Austin, TX office. We work on a hybrid basis at our office locations, with many team members working entirely from home. Work hours are consistently 9:00 A.M. to 5:30 P.M., Monday - Friday, with the expectation that evening and weekend work will be required as necessary.