Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Manager overseeing financial consulting and advisory services for various clients in multiple industries. Responsibilities include financial planning, reporting, and providing technical accounting expertise in a collaborative team environment.
Responsibilities
- Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information
- Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients
- Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K’s and proxy statements
- Assist in the design and implementation of new accounting policies and procedures
- Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes
- Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation
- Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting
- Lead and manage projects while coordinating directly with clients
- Foster proactive working relationships with clients and cross-functional departments
- Supervise and mentor staff or make timely and effective performance feedback and training
- Travel – up to 25%.
Requirements
- BS degree in Accounting, Finance, or another Business-related field (or equivalent work experience)
- Strong Excel and PowerPoint skills
- Minimum of 4 years of experience with a minimum of 2 experience in a public accounting firm and operational accounting role
- A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company
- Flexibility to work from home while collaborating in person half the time.
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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