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
bachelor's
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.