Chartered Financial Planner delivering high - quality financial advice and managing client relationships. Inheriting a diverse portfolio of clients and providing exceptional service, as a part of Progeny's financial planning team.
About the role
- Senior Consultant in Financial Advisory Services aiding CFOs and Controllers to enhance financial reporting processes for value-driven business operations. Collaborating with a diverse team to provide hands-on support and analysis.
Responsibilities
- Actively participate in projects focused on Finance Performance Improvement, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Program/Project Management.
- Participate actively in the team’s work on a project (i.e. “roll up your sleeves” and work with the team).
- Interact directly with managers and partners on matters related to client and engagement management.
- Strengthen existing client relationships by providing outstanding client service.
- Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service.
- Invest in professional development through active participation in training sessions and networking events both internally and externally.
- Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program.
- Demonstrate excellent team skills, positive attitude and high ethical standards.
Requirements
- Two (2) plus years' experience in a large accounting firm in audit, financial advisory service line
- Bachelor's degree in accounting, finance or related field
- Certified Public Accountant (CPA) certification preferred
- Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis
- Skills with Power BI and/ or Tableau is a plus
- Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc.
- High motivation, initiative and positive attitude
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
- Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
- Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
- Excellent verbal and written communication
- Ability to work effectively and thrive in a team environment
- Ability to Travel (apx 25%) and work in a hybrid work environment.
Benefits
- Professional development through training
- Networking events both internally and externally
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