Lancom - Management Accountant

at  Evergreen Services Group

Evergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 80+ acquisitions across Managed IT Services, Cybersecurity, Financial Software and Government Services. We are driven by a people first mission to marry capital allocation with inspired operations, thus creating North America’s best home for businesses.
The Evergreen holding company team is comprised of 35+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM.
JOB TITLE: Management Accountant
PURPOSE: As a Management Accountant at Lancom Technology Limited, you will be instrumental in driving the company’s financial decision-making process. Your primary focus will be on analyzing financial data to identify trends, forecast future performance, and provide actionable insights to optimize our financial strategy.

SKILLS, EXPERIENCE & EDUCATION

• Bachelor’s degree in Accounting, Finance, or a related field.
• Working towards a professional accounting designation (e.g. CA, CPA).
• 1-2 years of post-university experience in a finance or accounting role.
• Strong analytical skills and proficiency in financial modeling.
• Excellent communication skills, with the ability to translate complex financial information into clear business insights.
• Proficient in accounting software and MS Office, particularly Excel.
• Experience with Power platform would be an advantage
  We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!

SPECIFIC DUTIES & RESPONSIBILITIES:

• Conduct detailed financial analysis to identify trends, opportunities, and areas of improvement.
• Prepare and present financial reports with clear visualizations and explanations of complex financial concepts for management.
• Collaborate with department heads and customer managers to understand financial needs and provide analytical support for business initiatives and customer projects
• Drive the budgeting and forecasting processes, providing a forward-looking view of the company’s
• financial trajectory.
• Develop and maintain financial models to support decision-making.
• Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets.
• Identify cost-saving and profit-maximizing opportunities.
• Support management team with data-driven analysis and recommendations.

GENERAL DUTIES & RESPONSIBILITIES

• Be punctual and work the hours and times specified.
• Prioritize workload to ensure work of the greatest importance to the business is undertaken with urgency and to a high standard.
• Support and help develop a positive workplace culture.
• Demonstrate excellent interpersonal communication skills.
• Responsibly manage all business resources within accountability levels.
• Undertake all duties and responsibilities outlined in this job description and all other duties as required by the business.
• Comply with all employment obligations.
• Promptly undertake to complete all reasonable and lawful instructions and directions given.
• Serve the business in good faith, promoting and protecting the business’s best interests.
• During work time, and such other times as may be reasonably required, dedicate all effort to the execution and fulfillment of the duties, responsibilities, obligations, and instructions related to employment.
• Demonstrate through own actions a commitment to Health and Safety at work when undertaking work or observing others in the workplace.