#LI-BL1 #LI-Hybrid
Essential Functions and Primary Duties
Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs
Monitor the financial performance of Clients
Compile and analyze financial reporting packages
Prepare monthly and annual operating budgets
Develop and manage financial controls in accordance with the company’s procedures
Communicate financial metrics to senior management
Provide leadership and support to accounts receivable and accounts payable departments
Review relevant work papers and account reconciliations, including payrolls processed
Review monthly financial statements, including cash flow statements
Research complex accounting transactions and document conclusions
Supervise, mentor, and train team members
Network with industry professionals to generate new engagements
Travel to local client sites as needed
Preferred Qualifications
Master’s degree in Accounting, Taxation or related field
Active CPA or equivalent certification
Proficient in Microsoft Excel and other Microsoft Office applications
Minimum Qualifications
Bachelor’s degree
5 years of experience in public accounting or related field
3 years supervisory experience
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
- Proficient use of applicable technology