Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
Prepare and analyze benchmarking data and key performance indicators to support client insights.
Present completed reporting packages and findings to clients as directed.
Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.
Provide technical accounting support to clients and their teams on complex issues.
Review financial reporting packages and work papers for quality, completeness, and timely delivery.
Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
Requirements
cpa
quickbooks
netsuite
financial reporting
project management
4‑6 yrs
4–6 years of experience in public or private accounting.
Strong project management and relationship-building skills, with a client-first mindset.
3+ years managing associates and/or teams.
Professional certification (e.g., CPA, CMA) preferred.
Excellent written, verbal, and presentation skills.
Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Microsoft Business Central, 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.
Strong planning, prioritization, and organizational skills.
Bachelor’s degree in Accounting, Finance, or Business.
Proficiency in financial reporting and analysis.
Ability to travel up to 10%
Benefits
Information not given or found
Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
Since 1930
Year Established
The company has been operational since its establishment in 1930.
Focus on driving growth and efficiency in healthcare, financial services, and manufacturing.
Consultants and advisors provide tailored solutions with deep industry knowledge.
Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges.
Consistently recognized for high-quality results and long-term client relationships.
Optimize strategies, technology, and people for sustainable success.
Culture + Values
We care deeply about our people.
We lead with integrity.
We put our clients first.
We are focused on results.
We work together as one team.
We challenge the status quo.
We are passionate about growth and development.
Environment + Sustainability
2030
Net-Zero Goal
Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.
Integrate sustainability efforts into daily operations to achieve energy efficiency, waste reduction, and lower carbon footprint.
Focus on reducing environmental impact through technology, collaboration, and innovation.
Provide sustainable solutions to clients that align with both environmental and business objectives.
Inclusion & Diversity
We aim for a workforce that represents diverse backgrounds, perspectives, and experiences.
We are committed to creating an inclusive workplace that fosters collaboration and respect.
We are focused on empowering women in leadership positions and increasing gender diversity at all levels.