Present completed reporting packages and findings to clients as directed.
Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
Prepare and analyze benchmarking data and key performance indicators to support client insights.
Review financial reporting packages and work papers for quality, completeness, and timely delivery.
Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.
Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
Provide technical accounting support to clients and their teams on complex issues.
Requirements
cpa
quickbooks
netsuite
financial reporting
project management
bachelor's
Bachelor’s degree in Accounting, Finance, or Business.
Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies.
Demonstrated ability to influence others, promote constructive change, and develop team members.
4–6 years of experience in public or private accounting.
Excellent written, verbal, and presentation skills.
Ability to travel up to 10%
3+ years managing associates and/or teams.
Professional certification (e.g., CPA, CMA) preferred.
Strong project management and relationship-building skills, with a client-first mindset.
Strong planning, prioritization, and organizational skills.