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Columbia , South Carolina Direct Hire May 8, 2025 Accounting We are partnering with a rapidly growing construction contractor in Columbia, SC, in search of a strong Finance Manager to lead their accounting and finance team. In this role, you will oversee all financial operations, including month-end close, financial reporting, project costing, and more. As a key leader within the organization, you will collaborate across departments to drive financial performance while mentoring a small accounting team and fostering a positive, team-oriented culture.
With the company’s strong organic growth, this role offers a unique opportunity to make a lasting impact and "leave your fingerprints" on the organization.
The ideal candidate is hands-on, adaptable, and thrives in a fast-paced environment where they can wear multiple hats and drive process improvements. This is a fully onsite role based in Columbia, SC.
Essential Duties & Functions
Oversee accounts payable and receivable, inventory management, and general ledger maintenance.
Manage timely and accurate month-end close activities.
Maintain and document accounting policies and procedures.
Prepare and analyze accurate month end financial reports reflecting monthly, quarterly, and year-to-date results.
Provide verbal and written analysis of the actual results compared to budget/forecast, recommending and facilitating business decisions to improve results.
Analyze overhead costs, understand and communicate trends.
Analyze project job costs and ensure accurate accounting. Consider and recommend job pricing strategies to increase profitability.
Create and maintain an annual budget and quarterly forecasts in collaboration with the management team.
Maintain banking relationships in partnership with leadership.
Review daily/weekly cash requirements.
Develop and maintain cash flow forecast.
Ensure accounts are properly funded across legal entities daily.
Establish and maintain a system of internal controls.
Manage insurance programs property, general liability and workers compensation.
Maintain relationship with external CPA.
Ensure tax compliance and regulatory reporting in partnership with external CPA (including timely income, sales tax filings & 941’s).
Coordinate the financial statement review or audit, as appropriate.
Prepare business and contractor licenses.
Hire, train and retain accounting and finance staff.
Develop cross-training program across accounting functions.
Develop and maintain SOP’s for all accounting functions.
Assess accounting operations and recommend improvements.
Assist as needed with pre-qualifications and general contractors and subcontractors.
Assist President and other management personnel with projects as needed.
Complete other duties assigned.
Qualifications
Bachelor’s degree in accounting
Strong work ethic and integrity
Strong interpersonal skills, including collaboration and communication
High attention to detail
Proficient in Excel
Ability to manage competing priorities
For confidential consideration, please email careers@forgesc.com or apply directly.
Greenville , South Carolina Direct Hire May 6, 2025 Accounting
We are seeking a a strong real estate accounting professional to join a leading, reputable firm in Greenville, SC as Accounting Manager. This newly created role bridges the real estate team and corporate accounting, offering a unique opportunity to contribute directly to the company's growth.
In this role, you will oversee financial reporting from third-party property managers and partners, ensuring the accuracy and performance evaluation of a diverse property portfolio. Acting as the primary accounting liaison, you will collaborate with external property management teams and partners while gaining valuable visibility with executive leadership.
A strong background in property or real estate accounting is essential for success. This role offers remote flexibility with a need for the individual to be within driving distance to Greenville, SC (~300mile radius).
Essential Duties & Functions
Oversee timely and accurate financial reporting from third-party property managers, ensuring compliance with company accounting standards. Act as the primary accounting liaison with management and partners.
Review monthly financial statements prepared by third party property managers including actual vs. budgeted performance to ensure completeness and accuracy with focus on areas.
Create consistent and timely communication lines with the accounting teams, providing routine updates on outstanding issues and path to resolution.
Monitor collections, stay abreast of delinquency drivers, and work with team in assessing efficacy of third party managers’ collection efforts.
Track capex spending against budget across the stabilized portfolio.
Track financial loan covenants by maintaining a dashboard of covenant conditions, test dates, and measurement periods.
Aggregate data for analysis, including quarterly forecasting and annual budgeting review, hold sell analysis, expense benchmarking, and portfolio wide reporting.
Assist with due diligence coordination for acquisitions and dispositions, manage closing and post closing prorations with the corporate accounting team.
Assist with accounting transition for any change in third party property managers.
Verify accuracy of annual expense recovery reconciliations at properties with triple net leases
Review prospective tenant credit for retail and industrial assets on an as needed basis.
Lead or participate in special projects as assigned.
Qualifications
Bachelor’s degree in Accounting; CPA preferred, but not required
Minimum of 8 years of related experience in property accounting or real estate accounting
Demonstrated proficiency in Excel and PowerPoint. Power BI experience a plus.
Strong understanding of GAAP and financial reporting principles
Strong communication and organizational skills
Proven ability to read and draw conclusions from financial reports including the Income Statement, Balance Sheet, and Statement of Cash Flows.
Ability to define problems, research and establish facts, and outline draft solutions for discussion.
For confidential consideration, please email careers@forgesc.com or apply directly.
Greer , South Carolina Direct Hire May 2, 2025 Accounting We are partnering with a rapidly growing, PE-backed construction company searching for an Accounting Manager to lead the accounting team. The company is headquartered in the Greenville area. In this role, you will oversee all accounting functions such as month-end closing, financial reporting, project costing, and managing the accounting personnel. You will also oversee financial operations including financial planning and analysis (FP&A), cash flow forecasting, budgeting, and partnering with leadership on strategic decision-making.
As a key leader within the organization, you will collaborate with the CEO and PE leaders to drive financial performance while mentoring a small accounting team and fostering a positive, collaborative culture
.
With the company’s anticipated growth, this role offers a unique opportunity to make a lasting impact on the organization. The ideal candidate is hands-on and thrives in a demanding environment.
This is a fully onsite role based in Greer, SC. *Construction accounting/Percentage-of-Completion experience required.
Essential Duties & Functions
Oversee accounts payable/receivable processes and ensure integrity of general ledger maintenance.
Monitor daily cash flow, review disbursements, and provide proactive cash projections to executive leadership.
Further build out reporting in the accounting system (SAGE Intacct).
Manage timely and accurate month-end close activities.
Maintain and document accounting policies and procedures.
Prepare and analyze accurate month-end financial reports reflecting monthly, quarterly, budget-to-actuals and year-to-date results.
Provide verbal and written analysis of the actual results compared to budget/forecast, recommending and facilitating business decisions to improve results.
Analyze overhead costs, understand and communicate trends.
Analyze project job costs and ensure accurate accounting.
Create and maintain an annual budget and quarterly forecasts in collaboration with the management team.
Review daily/weekly cash requirements.
Develop and maintain cash flow forecast.
Ensure accounts are properly funded across legal entities daily.
Consult with external CPA monthly and manage the annual audit.
Ensure tax compliance and regulatory reporting in partnership with external CPA (including timely income, sales tax filings & 941’s).
Coordinate the financial statement review or audit, as appropriate.
Hire, train, and retain accounting and finance staff.
Assess accounting operations and recommend improvements.
Assist with additional projects as needed.
Complete other duties assigned.
Qualifications
Knowledge of GAAP and construction-specific accounting principles (including WIP schedules and job cost accounting).
Bachelor’s degree in accounting or finance; 5-7 years of experience
Advanced Excel skills required, including experience with functions such as building financial models, data analysis, charting, and in-depth financial forecasting
Strong work ethic and integrity
Strong interpersonal skills, including collaboration and communication
High attention to detail
Ability to manage competing priorities
For confidential consideration, please email careers@forgesc.com or apply directly.
Forge Search is built on a foundation of strong relationships, committed to partnering with clients to secure senior talent for key roles, driving their business success.
Remote Direct Hire Apr 30, 2025 Operations We are searching for a Project Manager for a reputable logistics company based in Greenville, SC.
The Project Manager is responsible for the planning, execution, and completion of long-term projects. This position oversees the entire project and handles all aspects, including project scope and managing the project team and resources assigned to the project.
ESSENTIAL DUTIES & FUNCTIONS:
Establish rhythm for project kick-off and lead all reviews.
Create, own, and maintain project schedule, timeline, and budget.
Work with various State and County permitting agencies.
Manage Project Team and Suppliers.
Provide on-site support on high-risk logistics projects and moves.
Support team on government issues and route issues, which may arise last minute.
Perform site audits as necessary.
Prepare/Present customer facing presentations.
Prioritize "Safety First" for all phases of the project.
Own project from planning to completion.
QUALIFICATIONS:
Bachelor’s Degree in relevant field preferred; Equivalent experience will be considered
3+ years project management experience including creation of project plans, strategy and proposals, on-site coordination, and multi-mode transport
5-10 years in heavy haul trucking (over 200,000lbs)
Ability to travel (as needed) up to 25%
Problem-solving aptitude
Excellent communication skills
Exceptional organizational skills and ability to manage multiple tasks
For confidential consideration, please email careers@forgesc.com or apply directly!
Greenville , South Carolina Direct Hire Apr 29, 2025 Finance We are seeking a Senior Financial and Operations Analyst to dynamic and rapidly growing organization within the manufacturing industry. This newly created role will play an integral part in providing analytical support to improve decision-making, drive operational efficiency, and achieve strategic financial goals.
The ideal candidate must have a strong background in financial analysis, advanced Excel expertise, and experience with Power BI and enjoy being hands on.
Schedule: hybrid with remote days each week.
Essential Duties & Functions
Develop, analyze, and interpret financial models and consolidated financial reports.
Assist with monthly, quarterly, and annual financial reporting, including variance analysis against budgets and forecasts.
Partner with leadership to create and maintain financial forecasts and annual budgets.
Monitor and update financial forecasts based on operational and market conditions.
Track, analyze, and report key performance indicators (KPIs) to assess operational and financial performance.
Collaborate with operations teams to identify opportunities for cost savings and efficiency improvements.
Use advanced Excel skills to manipulate and analyze large data sets.
Utilize SQL to query and manage data from various systems, ensuring data accuracy and integrity.
Create dashboards and visual reports in Power BI to communicate actionable insights to stakeholders.
Support continuous improvement initiatives by identifying process inefficiencies and recommending solutions.
Assist in developing and implementing tools and processes to streamline financial and operational workflows.
Qualifications
Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
3+ years of relevant experience in financial analysis, operations analysis, or a similar role. Experience in manufacturing or supply chain environments is a plus.
Proven experience with Power BI, creating reports from scratch.
Advanced proficiency in Microsoft Excel (macros, pivot tables, VLOOKUP, data modeling, etc.).
Experience with SQL for data extraction and manipulation.
Knowledge of ERP systems is a plus.
For confidential consideration, please email careers@forgesc.com or apply directly.
Greenville , South Carolina Direct Hire Apr 29, 2025 Other Area(s) Are you a data-driven leader with a passion for transforming enterprise data into strategic insight? Our client is seeking a Senior Manager of Enterprise Data and Analytics to lead a high-performing team.
This remote role blends technical expertise, strategic oversight, and cross-functional collaboration to shape the organization's data governance and analytics strategy.
Why You’ll Love This Opportunity:
Key leadership role in an evolving, data-focused organization
Opportunity to build and scale enterprise-wide data governance and analytics frameworks
Collaborative, cross-functional work with IT, business units, and executive leadership
Exposure to leading-edge cloud platforms and analytics tools
What You’ll Do:
Lead and mentor a team of analysts, engineers, and data stewards
Develop and implement data governance policies, standards, and quality measures
Build and maintain enterprise data architecture, models, and integration strategies
Deliver actionable business insights through dashboards, reports, and advanced analytics
Ensure data compliance, privacy, and security across all systems and teams
Translate complex data challenges into clear strategies for business stakeholders
Stay ahead of trends in analytics and implement new tools and technologies
Support internal and external financial audits
Your Background:
8+ years in data governance, analytics, or data management roles
5+ years of experience leading data teams
Expertise in SQL, data visualization tools, and platforms like SAP Analytics Cloud, Datasphere, and S4/HANA
Proficient in scripting (Python, R, JavaScript) and advanced analytics techniques
Strong communication and leadership skills to influence across departments
Bachelor’s degree in a relevant field (Master’s or MBA preferred)
Professional certifications such as CDMP or CAP (preferred)
For confidential consideration, please email careers@forgesc.com or apply directly.
Washington , Maryland Direct Hire Apr 25, 2025 Sales We have an exciting opportunity to join a fast-growing international company specializing in renewable energy storage solutions. We are seeking a driven and customer-focused Territory Account Manager to support market expansion and build strong client relationships across the Southeast.
This role is ideal for a motivated professional with a passion for clean energy and a talent for technical sales. As a key part of our U.S. sales team, you’ll be responsible for driving regional sales performance, supporting project execution, and ensuring top-tier customer satisfaction.
This is a remote opportunity with travel requirements up to 25% of the time.
Key Responsibilities:
Sales & Client Engagement
Develop and maintain strong relationships with commercial and industrial customers, contractors, and partners in your territory
Actively promote our energy storage solutions, emphasizing key performance and flexibility benefits
Manage the full sales cycle—from lead generation to closing—ensuring smooth customer onboarding and handoff to project teams
Leverage existing industry relationships to accelerate deal flow and strengthen regional presence
Support sales of battery systems, particularly in the 1–5MW range, tailored to C&I client needs
Territory Growth & Pipeline Management
Identify and qualify new business opportunities within your assigned region
Maintain a healthy sales pipeline using CRM tools and regularly report on progress and forecasts
Project Coordination & Support
Collaborate with internal technical teams and project managers to tailor solutions to client needs
Support project delivery to ensure a seamless transition from sale to implementation
Technical Acumen & Market Awareness
Serve as a knowledgeable resource on the products and technologies
Stay current with regional market trends, incentives, and policies related to renewable energy
Provide insights to leadership on emerging opportunities and customer feedback
Requirements:
5+ years of B2B sales experience, preferably in technical, industrial, or renewable energy sectors
Experience selling battery storage systems, ideally in the 1–5MW range
Established relationships with stakeholders in the energy, storage, or industrial power sectors
Bachelor’s degree in Business, Engineering, Environmental Science, or a related field
Strong relationship-building and communication skills
Self-starter with the ability to manage a regional territory independently
Collaborative mindset with a focus on cross-functional teamwork
Comfortable with frequent travel (25%) across the Southeast
If you're passionate about renewable energy and ready to take ownership of a dynamic sales territory, we’d love to hear from you.
For confidential consideration, please email careers@forgesc.com or apply directly! Greer , South Carolina Direct Hire Apr 23, 2025 Accounting Are you an organized and detail-oriented accounting professional with 2+ years of experience? Our client, a family-owned company specializing in real estate and property management, is seeking an Accounting Associate to support their growing team. This is a dynamic role combining accounting and administrative responsibilities, perfect for someone looking to contribute to a tight-knit and collaborative workplace.
Why You'll Love This Opportunity:
A supportive, small-business environment where your contributions truly matter.
Opportunities to grow your skills in both accounting and administrative support.
Work-life balance with a focus on long-term success.
Essential Duties & Functions:
Accounting functions 70% and 30% administrative
Perform accounts payable, accounts receivable, and bookkeeping functions
Review documents for accuracy: Statements, invoices, and agreements
Recording transactions, reconciling bank statements, and preparing bank deposits
Maintain accurate and complete records, including ledgers, invoices, and receipts
Updating and maintaining routine logs and documentation
Process sales and use tax and annual 1099 filings
Assist with the preparation and dissemination of financial reports
Filing, maintaining electronic/paper files, typing letters/emails, and processing mail
Handling communications with suppliers and customers, responding to questions
Support company goals and objectives
Qualifications:
2+ years in accounting or a related field.
Proficiency in QuickBooks and Microsoft Office Suite (Excel, Word, Outlook).
Self-motivated, detail-oriented, and adaptable with excellent communication skills.
An associate’s degree in accounting (preferred) or equivalent experience.
For confidential consideration, please email careers@forgesc.com or apply directly.
Greenville , South Carolina Direct Hire Apr 21, 2025 Finance Our client, a leading and innovative financial services company headquartered in Greenville, is seeking a Capital Markets Senior Analyst to join their high-performing Treasury team! In this critical role, you’ll help drive capital strategy by supporting debt financing, securitization execution, financial modeling, and lender/investor relations.
If you're detail-oriented, data-savvy, and thrive in a fast-paced, high-impact environment, this role is for you!
This opportunity offers a remote work setting.
Responsibilities:
Lead the review and accuracy of monthly service reports and treasury data infrastructure
Automate and streamline treasury operations and reporting processes using data and technology
Build and present insightful management reporting tools to inform liquidity strategies and leadership decisions
Support the preparation of materials for corporate board meetings, investor relations, and roadshows
Collaborate cross-functionally to evaluate how internal processes impact funding and capital requirements
Manage debt agreement compliance and covenant tracking
Contribute to asset-liability management through hedging analysis and financial modeling
Conduct research on competitor capital markets activities and performance
Review and analyze legal documentation for all credit and funding agreements
Drive initiatives to reduce the overall cost of funds
Assist with audit processes tied to revolving credit facilities
Support the execution of new securitization transactions
Leverage Excel and SQL to build and maintain treasury reports and capital markets analysis
Design complex SQL tables and stored procedures to support multiple securitization programs
Requirements:
Bachelor’s degree in Finance, Economics, Business, Computer Science, or a related field
3+ years of relevant work experience in finance or capital markets
Strong experience in SQL and data mining
Proficiency in Microsoft Excel
Strong academic track record
Experience with Capital Markets or Securitization highly preferred
Must pass pre-employment screening
Key Competencies:
Self-motivated, resourceful, and proactive
Excellent communicator with strong presentation skills
Highly analytical with exceptional attention to detail
Strong organizational and time management skills
Proven ability to handle multiple priorities and meet deadlines in a fast-paced environment
Team-oriented and collaborative mindset
High level of integrity and accountability
For confidential consideration, email careers@forgesc.com or apply directly today! Greenville , South Carolina Direct Hire Apr 17, 2025 Operations Our client is looking for a Compliance & Administrative Coordinator to take the lead on licensing, regulatory operations, and client support for a national Discount Medical Plan Organization (DMPO). This is a high-impact role for someone who enjoys owning processes, navigating complex requirements, and being a key player in a mission-driven organization. If you thrive in a fast-paced, detail-focused environment and love bringing order to complexity, this is a fantastic opportunity to make a difference.
Essential Duties & Functions
Manage state license renewals, registrations, and reports across multiple jurisdictions
Oversee surety bond tracking and submission
Process and submit weekly eligibility files from 100+ resellers
Prepare and send monthly invoices, record payments in QuickBooks
Respond to state and BBB complaints, and support compliance audits
Review marketing materials for regulatory accuracy
Support new client onboarding, pricing proposals, and background checks
Coordinate domestic and international travel for events and meetings
Handle customer service inquiries from members, providers, and state agencies
Qualifications
Administrative or compliance background in insurance, healthcare, or DMPO
Strong time management and attention to detail
Proficiency in QuickBooks, Excel, and Office 365
Experience managing multiple deadlines across state agencies
Comfortable working independently and making informed decisions
Strong written communication skills for formal complaint responses
Bonus: Knowledge of medical terminology or regulatory compliance
Why Join
Join a mission-driven organization in a fast-moving, highly regulated space
Work independently while collaborating with a supportive leadership team
Get involved in compliance, client relations, and operational strategy
Enjoy a dynamic role where your impact is felt across the business
If you're a proactive problem-solver with a knack for regulation and operations, we’d love to hear from you!
For confidential consideration, please email careers@forgesc.com or apply directly.
Forge Search is built on a foundation of strong relationships, dedicated to helping clients find the essential talent needed to drive their business forward and ensure seamless operations.
Dallas , Texas Direct Hire Apr 16, 2025 Other Area(s) Our client, a rapidly growing independent provider of commercial real estate finance services is looking for a Project Manager – Property and Environmental Assessments! In this role, you will apply architectural and engineering skills to conduct property and environmental assessments. This role will be responsible for performing technical reviews, assessing property conditions, orchestrating construction plans and budget reviews, and monitoring the progress of construction projects.
If you have excellent attention to detail, thrive in a fast-paced environment, and have a passion for seeing your fingerprints on the overall development of the organization – this is the opportunity for you!
This is a remote opportunity and requires up to 50% travel.
Responsibilities:
Conducts a Walk-through Survey of the readily accessible and visible major building systems (mechanical, electrical, and plumbing), structure and foundations, representative interiors, common areas, exterior walls, windows, flat roofs, low-sloped roofs, and pavement. Provides photographic documentation of the site and building features and documents observations.
Observes the Property’s mechanical systems, components, equipment, and conditions, for the purpose of identifying system type, condition, expected remaining useful life, and significant Physical Deficiencies.
Approximates areas/measurements and quantities to adequately justify estimated costs to replace or remedy Physical Deficiencies and to estimate Replacement Reserve Expenditures.
Conducts interviews with the owner (or their on-site representative), tenants, service providers, local government agencies, and other individuals knowledgeable about the subject property and its systems.
Reviews repair/improvement costs incurred by tenants/ownership along with the following documents (if available): certificate(s) of occupancy, maintenance reports and logs, elevator safety inspection reports, Building and Fire Department inspection reports, and warranty information.
Reviews pertinent property records as furnished by Client and/or property contact. In general, documented information will consist primarily of project contact supplied leasing literature, receipts from repairs and/or improvements, pending proposals, current improvement projects, available relevant Construction drawings, etc. There may also be previously prepared building facility condition reports, ADA surveys, capital plans, etc.
Writes a report in accordance with the client-prescribed scope of work or ASTM standard.
Meets or exceeds performance objectives for productivity and report quality.
Maintains project-by-project communication on programs with Program managers and report reviewers.
Other duties as assigned.
Requirements:
Bachelor's degree (BA or BS) from a four-year college or university in Engineering, Architecture, or a relevant discipline
Minimum three years of experience performing property or environmental assessments or similar.
Working knowledge of Microsoft Word and Excel.
Must have a valid driver's license.
Registered Architect, Registered Professional Engineer or BPI Certified Building Analyst preferred, but not required.
For confidential consideration, email careers@forgesc.com, or apply directly!
Charlotte , North Carolina Direct Hire Apr 15, 2025 Accounting We have an exciting opportunity for a leading law firm in Charlotte, NC on the search for a Corporate Controller. In this role, you will be hands-on in streamlining the billing, payroll, and financial reporting processes and in producing reports for the firm’s partner group to improve overall efficiency and growth. You will also oversee a small accounting team and have an opportunity to sit on the firm's management team.
The ability to work in a fast-paced professional services environment is a must.
This is an onsite position in Charlotte, NC with some hybrid flexibility
Essential Duties & Functions
Assess current accounting operations, offering recommendations for improvement, and implementing new processes as directed by the partner group
Maintain tax compliance and compliance with applicable governmental agencies and reporting requirements
Work with partner group and clients on aged unpaid bills and cash receipts applications
Be the point of contact for external accountants
Manage two direct reports on the accounting team
Provide comprehensive financial updates to the partner group by evaluating, analyzing, and reporting appropriate financial data points
Develop, implement, and maintain financial controls and guidelines
Achieve budgeting goals with proper scheduling, analysis, and corrective action
Guide financial decisions by applying company policies and procedures to the current economic landscape
Manage payroll processing, partner distributions, and retirement plan contributions
Help develop and support short and long-term operational strategies and goals
Manage and monitor all accounts, ledgers, and reporting systems ensuring compliance with applicable regulatory requirements
Maintain strong internal control safeguards for the receipt of revenue, costs, and both team and organizational budgets and actual expenditures
Establish financial and operating benchmarks and reporting standards on a bi-weekly, monthly, and annual basis
Implement consistent accounting policies, practices, and procedures across all programs
Qualifications
Bachelor's degree in accounting or finance required with 7+ years of related experience; CPA preferred, not required
Strong analytical, technical, communication, and management skills
Solid experience in time billing systems; proven payroll knowledge and experience
Strong Excel software skills required
Advanced knowledge of accounting and financial principles, regulations, and best practices, as well as required reporting for applicable state bars; specific to the legal industry preferred
Must have a strong technology-driven aptitude and the ability to navigate a fast-paced, client-oriented environment
Focused on controlling expenses and managing vendor relationships
For confidential consideration, please email careers@forgesc.com or apply directly.
Spartanburg , SC Direct Hire Apr 15, 2025 Audit One of our clients, a large international manufacturing company, is seeking a Senior Internal Auditor to join their audit team! This newly created role is a result of the company’s continued growth and will be a key contributor to the execution of the internal audit plan.
In this role, you will collaborate closely with the team to plan and perform operational audits, focusing on improving company processes, controls, and overall efficiency. You will have the opportunity to work under strong, supportive leadership with multiple paths for career advancement within the organization.
This is a hybrid role in Duncan, SC.
Essential Duties & Functions
Establish relationships with key process owners and deliver high quality work products.
Execute procedures to create, maintain, and/or revise business and/or systems process documentation.
Perform detailed analysis to identify applicable risks and assess internal controls.
Develop and execute internal control test plans for JSOX compliance and internal audits.
Execute financial, operational, and/or compliance audits of global locations in accordance with professional audit standards.
Draft reports to summarize and formalize audit procedures and findings. Communicate test findings and process improvements clearly and effectively to the management team.
Assist management in development of or recommend action plans for control gaps and/or deficiencies identified. Monitor action plan progress and remediation, as needed.
Review and oversee third-party resources engaged to assist with internal audit projects.
Assist the external auditors in completion of their quarterly reviews, control environment assessment, and/or financial statement audit.
Recommend and implement changes to enhance efficiency, accuracy and streamline processes within the internal audit team and across the organization.
Perform testing over User Control Considerations identified in service organization SOC 1 and SOC 2 reports.
Perform special projects and other duties as requested, directed, or assigned.
Qualifications
Bachelor’s degree in Accounting, Finance, or Auditing
4+ years of experience in an auditing or risk advisory role; CPA or CIA license highly preferred.
Relevant technical knowledge in financial statement audits, internal or operational audits
Experience with SOX/JSOX and internal control assessment process, control testing, external audit processes
Demonstrated ability to exercise judgement in the application of audit procedures and developing conclusions on results of control evaluations.
Excellent oral and written communication skills
Excellent skills with Microsoft Office and ERP systems
Possess strong commitment to team environment and work collaboratively
Superb attention to detail and good record keeping skills
Exceptional organizational skills with the ability to prioritize multiple tasks simultaneously in an efficient and timely manner to meet deadlines
Self-starter with ability to work independently
Analytical thinker with strong conceptual and problem-solving skills
Establish and maintain effective relationships, and communicate clearly at all levels within the organization
Desire to focus on process improvements
For confidential consideration, please email careers@forgesc.com or apply directly.
Greenville , South Carolina Direct Hire Apr 14, 2025 Accounting We are working with a family friendly CPA firm who is on the search for an Accounting Advisor to join their team. This is an opportunity to provide quality client service and deliver consistent client experience.
If you have a natural curiosity and willingness to serve clients and nurture relationships, this could be a great opportunity for you to make a direct impact on clients' personal and business financial growth!
*CPA or EA license, or working towards, required. Year-round core working hours: 10am-3pm
Essential Duties & Functions
Ensure timely, high quality client accounting service that meets or exceeds client and firm expectations.
Participate in new client and prospect discovery meetings.
Review monthly accounting for 45-60 accounting clients maintaining overall quality.
Accurately prepare individual, corporate, partnership and non-profit tax returns for your bookkeeping clients along with an additional 150 tax returns for annual clients.
Exemplify initiative in everything, actively seeking to learn and be proactive with clients and our team.
Apply exceptional technical knowledge to review and preparation of accounting projects and tax returns.
Manage integration of cloud-based accounting applications to ensure an ideal system for clients with a seamless user experience.
Perform reviews on clients to assess client profitability, scope creep, service failures, and overall client position.
Communicate proactively with clients on tax and business planning and document accordingly.
Analyze and respond to notices and exams.
Provide leadership, coaching, and mentoring of Accountants.
Adhere to firm processes and procedures including knowledge of the firm's policy on privacy and the CPA-client confidentiality privilege under Internal Revenue Code section 7525.
Know and follow the Code of Professional Conduct of the AICPA (including the Statements on Standards for Accounting and Review Services), and Treasury Department Circular 230.
Perform several tasks concurrently with ease and professionalism.
Maintain chart of accounts, general ledger, payroll, and cash management.
Create well written work documents such as letters, correspondence, and memos in a clear, concise, and well documented manner, including referencing.
Ensure clean integration of client accounting technologies such as QuickBooks Online
Communicate with Client Service Team about emerging client accounting needs.
Most work is performed in an office setting. Some travel and networking will be required.
Handle other tasks and projects as assigned
Qualifications
Bachelors level degree in Accounting, Finance, or related field.
CPA or Enrolled Agent license required.
Three years of experience in accounting.
Ability to handle income and sales tax preparation and related exams with no supervision.
Must be driven, take ownership and initiative, and possess strong leadership skills.
Must work well in a team, and be empathetic and solution focused.
Must be a quick learner and an expert at change management,
Exceptional analytical and problem-solving abilities and excellent attention to detail.
Experience in payroll processing, regulations, and tax implications.
Proficient in QuickBooks Desktop, QuickBooks Online
Must have strong oral and written communication, interpersonal, supervisory, and organizational skills.
Strong technical skills and knowledge of complex accounting and tax standards across multi-states and various client entity types including non-profit, corporate, and individual.
Must be able to work in a high intensity multi-task environment, establish priorities for self and others, meet vital and tight deadlines, and relate positively to employees, vendors, and clients.
Must be process driven and understand complex operating policies, procedures, and make routine recommendations for improvement.
Results driven with emphasis on quality and service that consistently meets or exceeds client expectations.
Thorough knowledge of general accounting principles and theory.
For confidential consideration, please email careers@forgesc.com or apply directly.
Charlotte , North Carolina Direct Hire Apr 7, 2025 Other Area(s) One of our clients, a well-established firm based in Charlotte, NC, specializing in tax, estate planning, real estate, commercial transactions, and finance, is seeking an experienced attorney to join their Corporate / M&A group. The firm is dedicated to delivering top-tier legal solutions for private corporate clients and businesses, and this is an exciting opportunity for the right person to come in and provide immediate value while maintaining great work-life balance.
This role involves sell-side and buy-side commercial transactions for private corporate clients. The ideal candidate will have a strong background in mergers and acquisitions and deal structuring.
ESSENTIAL DUTIES & FUNCTIONS:
Structure and execute on M&A deals.
Review and draft contracts and corporate documentation with precision and attention to detail.
Provide corporate and partnership tax advice on deals and other structures.
Opportunity to help mentor less experienced associates.
QUALIFICATIONS:
2-4+ years of experience in deal structuring.
Demonstrated expertise in M&A transactions in law firm private practice.
Strong analytical skills and the ability to lead transactions and navigate complex legal and financial matters.
Experience in tax not required but strongly preferred.
Required Education:
Juris Doctor (JD) degree from an accredited law school.
LLM in Taxation not required but strongly preferred.
BENEFITS:
100% employee benefits coverage.
A hybrid structure to support work-life balance.
A collaborative and supportive work environment with opportunities for professional growth.
For confidential consideration, please email careers@forgesc.com or apply directly!
Greenville , South Carolina Direct Hire Apr 7, 2025 Accounting We have a unique opportunity as a Corporate Tax Director for a reputable firm in Greenville, SC. As the Tax Director, you will lead the company’s federal, state, and local tax accounting and reporting function. As the Tax Director, you will be responsible for defining and implementing tax policies, ensuring compliance with all regulations, managing tax reporting, and conducting extensive tax reviews.
This is a highly hands on leadership role where you will own the tax function and help shape the future of the tax team.
Essential Duties & Functions
Provide accurate and timely tax reporting and distributions
Manage the allocation of taxable income to the state level and make estimated payments to the states
Manage the payment of franchise taxes, property taxes, and activity taxes
Provide input on payroll tax issues, as needed
Track and manage book-to-tax income adjustments in accordance with IRS rules
In partnership with tax advisors, manage timely and accurate federal and state tax return filings
Provide tax policy thought leadership, working closely with advisors, and optimize tax outcomes in compliance with federal, state, and local tax laws
Manage external tax compliance reviews to a high standard of results
Manage, monitor, evaluate, and develop strong internal financial controls
Lead, develop, and mentor team members
Foster a collaborative culture that facilitates the achievement of business plan objectives by working closely with other associates and members of management
Perform additional assignments as required by the needs of the company or as directed by management
Qualifications
Minimum of bachelor’s degree in Accounting, Finance, or a related field. Certified Public Accountant (CPA) license required
5+ years of progressive experience in tax and accounting positions
Practical working knowledge of partnership taxation issues highly preferred
Experience with multi-state, multi-entity partnership taxation preferred
Strong mathematical, computational, and analytical skills with a high-level of attention to detail
Strong leadership and communication and skills
Ability to think strategically, deliver tactically, and build a high-performing organization
Excellent organizational skills and demonstrated ability to set and manage multiple conflicting priorities
Strong oral and written communication skills
Team player that can adapt in a fast pace and changing environment
Greenville , South Carolina Direct Hire Apr 2, 2025 Marketing We are partnering with a client in the luxury space looking for a Marketing Manager to join their team. The Marketing Manager will be responsible for developing and implementing strategic direction and overseeing the day-to-day marketing, branding, and sales support activities for the company.
The ideal candidate will have a strong background in collateral design, sales presentation creation, print advertising campaigns, branded merchandise management, photography direction, and website oversight. Experience in luxury brand marketing is required.
This is an exciting opportunity to become part of a collaborative and close-knit team committed to delivering innovative, high-quality solutions, fostering genuine relationships, and driving exceptional value.
This role is fully on-site in the Greenville, SC area.
ESSENTIAL DUTIES & FUNCTIONS:
Development of collateral and print campaigns
Provide strategic direction for all advertising
Creation of distinctive PR programs
Prepare marketing reports that track, measure, and analyze performance
Oversee the integrity of corporate identity standards in all materials
Prudently manage resources within budgetary guidelines
Manage, schedule, and direct photo shoots
Manage external vendors as appropriate
Positively demonstrate the company’s mission, vision, values, reputation, code of ethics, policies, and procedures internally and throughout the marketplace
QUALIFICATIONS:
Bachelor's degree in Marketing, Visual Arts, or Communications
Minimum of 5+ years leading strategic marketing campaigns for a luxury brand
Experience building compelling visual sales collateral
Experience creating and implementing brand awareness and communications programs
Exhibit strong business acumen, skills, and maturity, as well as the ability to work effectively with others, even under stressful deadline situations
Highly developed organizational and planning skills, time management skills, and written/oral communication skills
Demonstrated experience with Adobe graphics programs (Photoshop, Illustrator, In Design) preferred; Proficiency in Microsoft Word, Excel, and PowerPoint required
For confidential consideration, please email careers@forgesc.com or apply directly.
Direct Hire Mar 24, 2025 Accounting We are currently partnering with a boutique, remote accounting services firm to find a strategic Lead Client Advisor. This fully remote role will focus on leading and managing accounting operations and help drive client success. The ideal candidate will have a strong background in leadership within outsourced accounting services. The position will report directly to the CEO.
This role is fully remote.
ESSENTIAL DUTIES & FUNCTIONS:
Complete monthly review of all client financials. Ensure all clients receive monthly financials and receive a high-quality touch from their accountant each month.
Distribute quarterly client surveys.
Oversee and monitor accountants and admin workload, and engagement. Ensure all staff get a monthly 1-1 check-in.
Facilitate weekly leadership team meetings. Lead weekly team meetings and daily huddles (when needed).
Company policies and procedures are clear, documented, shared, and known by all.
Provide keen knowledge and backup on all accounting and administrative projects.
Implement an education calendar for employees and set goals to become QuickBooks certified.
Ensure tools and technologies are well maintained and coordinate with IT on new employee hardware, routine maintenance/updates, and IT issues.
Lead recruiting and hiring. Facilitate new employee onboarding.
All client projects are done on time and meet the firm’s quality standards.
Process bookkeeping review for your own assigned clients. Set examples on timeliness and quality through your own work.
QUALIFICATIONS:
Bachelor’s degree in Accounting or Finance; CPA.
At least 5 years of hands-on outsourced accounting services
QuickBooks mastery and the expertise to manage diverse client needs from start to finish.
Adobe, Slack, Outlook, and Bill.com knowledge
Leadership experience in accounting services—ready to guide a team and take ownership of operations
A passion for delivering exceptional results and growing with a firm that values your contributions
For confidential consideration, email careers@forgesc.com or apply directly!
Forge Search is built on a foundation of strong relationships, committed to partnering with clients to secure senior talent for key roles, driving their business success. Direct Hire Mar 24, 2025 Sales About Us
One of our clients, a growing, entrepreneurial invoice factoring company, is searching for a Senior Manager of Business Development. The company is dedicated to providing working capital solutions to small and mid-sized businesses. They believe in building long-term relationships with our clients and offering fast, flexible financing to help them grow. As a small but ambitious team, they value grit, integrity, and a hands-on approach to business development.
The Role
We are looking for a Senior Manager of Business Development who is ready to roll up their sleeves and build a strong book of business from the ground up. This is a high-impact role for someone who thrives in a small company environment, enjoys hunting for new business, and can drive revenue through strategic partnerships and direct client engagement.
Key Responsibilities
Develop and execute a business development strategy to acquire new factoring clients, focusing on industries that benefit from invoice financing.
Build and manage a pipeline of prospective clients, cultivating relationships with business owners, CFOs, brokers, and referral partners.
Drive the full sales cycle, from lead generation and networking to deal structuring and closing.
Establish referral channels by partnering with accountants, attorneys, and financial advisors who work with companies in need of factoring solutions.
Educate prospects on the benefits of factoring and tailor solutions to meet their working capital needs.
Work closely with underwriting and operations teams to ensure a smooth onboarding process for new clients.
Represent the company at industry events, conferences, and networking opportunities to expand market reach.
Continuously track and report on sales metrics, refining strategies to optimize success.
Who You Are
A self-starter with an entrepreneurial mindset and a strong desire to build something from the ground up.
Experienced in B2B sales, financial services, factoring, asset-based lending, or commercial finance.
Skilled at networking, relationship management, and consultative selling.
Comfortable with a hands-on role in a small company where everyone contributes beyond their job description.
Qualifications
5+ years of experience in business development, sales, or a related role in factoring, commercial finance, or B2B financial services.
Proven track record of hitting or exceeding sales targets in a business development role.
Existing relationships in industries that benefit from factoring (transportation, staffing, manufacturing, etc.) are a plus.
Ability to travel as needed to build relationships and attend industry events.
Why Join Us?
Opportunity to make a real impact in a small, fast-growing company.
Flexible work environment – we care about results, not micromanagement.
Competitive compensation, including base salary + commission with uncapped earning potential.
A leadership role where you can influence the company’s growth trajectory.
Greenville , South Carolina Direct Hire Mar 24, 2025 Marketing Our client, a well-established company in the Upstate, is seeking a Director of Marketing to join their team. The ideal candidate will be responsible for developing and executing comprehensive marketing strategies that drive growth and increase brand awareness. This role requires a action-oriented, strategic thinker with a proven track record in B2B and B2C marketing leadership.
This is an on-site role in the Greenville, SC, with flexibility to work from other offices across the Upstate as needed.
ESSENTIAL DUTIES & FUNCTIONS:
Strategic Marketing Leadership: Develop and implement cohesive marketing plans that align with business objectives, focusing on increasing brand awareness and market share across all divisions.
Brand Management: Oversee all external brand-facing activities, ensuring consistent messaging and visual identity across all platforms. Manage relationships with external agencies and public relations firms to amplify our brand presence.
Team Development and Management: Build, mentor, and lead a high-performing marketing team, fostering a culture of creativity and excellence. Provide guidance and support to ensure team members achieve their professional goals.
Market Analysis and Growth Opportunities: Conduct thorough market research to identify trends, customer needs, and competitive positioning. Utilize data-driven insights to inform marketing strategies and identify new opportunities for growth.
Revenue-Driven Market Strategy: Optimize marketing investments to drive measurable revenue growth, ensuring resources are allocated effectively for maximum impact and return on investment.
Cross-Functional Collaboration: Work closely with sales, operations, and leadership teams to ensure marketing strategies support business objectives and drive revenue growth.
Performance Metrics and Reporting: Establish key performance indicators for marketing activities, regularly analyzing and reporting on the effectiveness of campaigns. Use insights to optimize strategies and achieve desired outcomes.
Adaptability and Additional Responsibilities: Take on additional projects and responsibilities as needed to support the company’s evolving marketing and business objectives.
QUALIFICATIONS:
Bachelor's degree in Marketing, Business Administration, or a related field; MBA preferred.
Minimum of 10 years of progressive marketing experience, with at least 5 years in a senior leadership role.
Proven success in developing and executing marketing strategies that drive brand growth and profitability.
Strong understanding of digital marketing, social media platforms, and emerging marketing trends.
Exceptional leadership and team-building skills, with experience managing cross-functional teams.
Excellent communication and interpersonal skills, with the ability to build relationships with internal and external stakeholders.
Analytical mindset with the ability to interpret data and make informed strategic decisions.
Experience managing external agencies and vendor relationships.
Ability to thrive in a fast-paced, dynamic environment and adapt to changing market conditions.
For confidential consideration, email careers@forgesc.com, or apply directly!
Nashville , Tennessee Direct Hire Mar 19, 2025 Operations We are partnering with a leading transportation and logistics company to find a results-driven National Sales Executive. This role will focus on driving new business growth, establishing strong client relationships, and expanding the company’s brokerage division.
The ideal candidate will be a self-starter, highly competitive, and eager to grow the company’s customer base in a fast-paced environment. This position offers uncapped earning potential and the chance to make a significant impact on the company’s success.
This is a remote position in the Southeast.
Key Responsibilities:
Prospect and secure new customers, with a strong focus on expanding the brokerage division.
Develop and nurture lasting relationships with shippers, ensuring client satisfaction and long-term business partnerships.
Negotiate competitive pricing and contracts, aligning with profitability goals while delivering customer value.
Collaborate with operations and carrier teams to ensure seamless service delivery and meet customer expectations.
Utilize CRM tools (Salesforce) to track sales activities, manage pipeline, and measure performance.
Stay current on market trends, customer needs, and industry changes to identify new business opportunities.
Drive revenue growth by identifying and closing new business opportunities while managing an efficient sales cycle.
Qualifications:
Proven sales experience, preferably in freight brokerage or transportation sales (strong sales background required, freight experience a plus).
Excellent negotiation, communication, and relationship-building skills.
Self-motivated with a results-oriented mindset and a drive to meet and exceed targets.
Ability to work independently while also being a collaborative team player.
Resilience and determination - able to thrive in a competitive and fast-moving industry.
Strong organizational and time-management skills, with the ability to prioritize tasks effectively.
For confidential consideration, email careers@forgesc.com or apply directly!
Forge Search is built on a foundation of strong relationships, committed to partnering with clients to secure senior talent for key roles, driving their business success.
Greenville , South Carolina Direct Hire Mar 19, 2025 Accounting We are on the search for a strong Tax Senior Manager for a local accounting services firm here in Greenville. In this role, you will be responsible for serving small-to-mid size business clients in tax preparation during tax season and various accounting needs with recurring clients throughout the year.
This role comes with a lot of growth potential within the company and an opportunity to make a direct impact with clients. If you enjoy working with clients and want to progress your accounting career within a smaller firm, this could be the perfect role for you.
This is an onsite role in Greenville, SC.
Essential Functions & Duties
Prepare and review federal and state income tax returns for multiple types of clients
Prepare and review tax projections and estimates
Maintain fixed assets registers
Prepare and review property tax returns
Respond to federal and multi-jurisdictional notices on behalf of clients
Facilitate client communications and questions
Should enjoy working with, meeting, and talking to clients on a regular basis
Participate in ongoing educational opportunities to remain current on tax issues
Miscellaneous projects as they arise
Supervision and training of staff and senior tax accountants
Qualifications
Bachelor’s or Master’s degree in accounting and/or taxation
5-8 years of public accounting experience
Experience with income tax preparation and planning
Experience in Excel, Word, etc.
Excellent interpersonal skills
Working knowledge of financial statements
For immediate and confidential consideration, please apply directly or email careers@forgesc.com
Forge Search is built on a foundation of strong relationships, committed to partnering with clients to secure senior talent for key roles, driving their business success.
Direct Hire Feb 24, 2025 Sales We are currently partnering with a leading international manufacturing company headquartered in Europe. The company is expanding its existing U.S. operations in North Charleston, stepping up to the next level of growth and is seeking a skilled sales professional to drive growth in the CNC machining industry.
This is an exciting opportunity to join a rapidly growing organization and play a pivotal role in its U.S. market expansion. The ideal candidate will have a strong background in sales and a deep understanding of CNC machining technology.
This is a remote position with travel requirements.
Responsibilities:
Identify, develop, and manage new business opportunities within the CNC machining industry.
Build and maintain strong relationships with clients.
Provide consultative sales solutions tailored to customer needs, including machine selection, tooling, and automation.
Conduct product demonstrations and technical presentations to showcase CNC machine capabilities.
Collaborate with engineering, service, and technical teams to ensure customer satisfaction and support.
Manage the full sales cycle from prospecting and lead generation to closing deals and account management.
Stay informed on industry trends, competitor offerings, and technological advancements in CNC machining.
Maintain accurate records in CRM systems and provide sales forecasts and business reports.
Travel to client sites, industry trade shows, and company events as needed.
Qualifications:
Bachelor’s degree preferred, ideally in Engineering, Manufacturing, or Business.
At least 3+ years of sales experience in CNC machinery, capital equipment, or industrial manufacturing.
Proven ability to sell high-value technical equipment to manufacturing clients.
Strong understanding of CNC machining processes, tooling, and automation.
Experience managing complex sales cycles and working with decision-makers at all levels.
Excellent communication, negotiation, and presentation skills.
Proficiency in CRM systems and Microsoft Office (Excel, Word, PowerPoint).
Self-motivated with a track record of meeting and exceeding sales targets.
Ability to travel regularly.
For confidential consideration, please email careers@forgesc.com or apply directly!
Greenville , South Carolina Direct Hire Feb 24, 2025 Other Area(s) We are seeking an organized, independent, client-focused Licensed (FINRA Series 7 and/or 65) Client Services Associate, to support the operational functions of managing entire asset portfolios. The formal title is Wealth Management Associate. If you love working in wealth management, but want to step away from a high-pressure environment, this could be the perfect role for you!
In this role, you will support the Financial Advisor in preparing for client meetings, monitoring accounts, and developing solutions for client’s everyday challenges.
This is a full time, onsite position in Greenville, SC.
Essential Duties & Functions
Demonstrate accountability and take ownership in daily work by owning responsibility and consistently taking action that supports the success of the Firm
Respond to investment client inquiries and requests in a timely and accurate manner
Adept at explaining complex solutions to clients in an easy to understand language
Monitor and follow through on all tasks from start to finish to ensure completion of the transaction or process.
Communicate at a high level both in person and through email to convey the firm’s message and investment discipline
Maintain information in the company CRM database, including, and not limited to, entering new clients/contacts, creating groups and/or running reports and creating workflow efficiencies
Comply with all industry and broker/dealer rules and regulations
Maintain all required licensing and meets continuing education requirements on an annual basis
Operate autonomously and work comfortably in a small office setting, which often requires the individual to adapt to new responsibilities as the firm grows and evolves
Qualifications
Active FINRA Series 7 and/or 65 licenses
Bachelor’s degree preferred
Client-focused, highly dependable and analytical
Exemplary communication and presentation skills
Strong time/energy management, organizational skills; prioritization, and team player
Must genuinely enjoy being of service to others
Proficient with Microsoft Windows (Word, Excel, Outlook)
Investment reporting software experience
Proven ability to meet deadlines as well as effectively identify and solve problems
Must maintain a high level of confidentiality and have a client-focused, helpful attitude
For confidential consideration, please email careers@forgesc.com or apply directly.