Description
financial reporting
benchmarking data
kpi analysis
budget forecast
cash‑flow modeling
technical accounting
The position is responsible for reviewing financial reporting packages, preparing benchmarking data and KPIs, presenting findings to clients, assisting with budgets, forecasts and cash‑flow models, providing technical accounting support, identifying operational inefficiencies, and leading and coaching staff.
- Review financial reporting packages and work papers for quality, completeness, and timely delivery.
- Prepare and analyze benchmarking data and key performance indicators to support client insights.
- Present reporting packages and findings to clients as directed.
- Assist in preparing budgets, forecasts, and cash‑flow models per client engagement terms.
- Provide technical accounting support on complex issues to clients and their teams.
- Identify operational inefficiencies through client discovery sessions and recommend improvements.
- Lead and coach staff and senior accountants on accounting and financial reporting matters.
Requirements
accounting degree
cpa
accounting experience
team management
quickbooks
project management
Candidates must hold a bachelor’s degree in accounting, finance or business, have four to six years of public or private accounting experience, and at least three years of managing associates or teams. Professional certification such as CPA or CMA is preferred, and proficiency with major accounting software and strong planning, project‑management, relationship‑building, and communication skills are required.
- Hold a bachelor’s degree in Accounting, Finance, or Business.
- Possess 4–6 years of public or private accounting experience.
- Have 3+ years of experience managing associates or teams.
- Professional certification (CPA or CMA) preferred.
- Demonstrate proficiency with accounting software such as Intaact, QuickBooks Online, Microsoft Business Central, Netsuite, Bill.com, and Microsoft Office.
- Exhibit strong planning, prioritization, organizational, project‑management, and relationship‑building skills.
- Possess excellent written, verbal, and presentation abilities.
- Ability to travel up to 10%.
Benefits
The estimated base salary ranges from $99,000 to $148,000, with eligibility for an annual discretionary bonus and a comprehensive benefits package that includes health, dental and vision plans, HSA options, life and disability coverage, a 401(k) with profit‑share and matching, flexible time off, parental leave, education assistance, and various voluntary insurance options.
- Receive comprehensive benefits including health, dental, vision, HSA with firm contribution, life and disability coverage, 401(k) with profit share and matching, flexible time off, parental and family leave, education and certification assistance, and optional voluntary insurance (critical illness, legal, pet, etc.).
Training + Development
Information not given or found
