Advisory Senior

Overview

• Join a dynamic advisory firm specializing in CFO and Accounting Services, supporting private equity-backed and founder-owned businesses in scaling operations and improving financial visibility.
• Contribute to impactful engagements such as post-M&A integrations, financial planning, and accounting system implementations, ensuring clients achieve operational excellence.
• Work closely with a team of professionals to deliver high-quality financial analyses, reports, and strategic recommendations tailored to client needs.
• Collaborate in a fast-paced environment with opportunities for professional growth and exposure to diverse industries and business challenges.
• Enhance your expertise in financial processes, procedures, and systems while contributing to the firm's operational strategies and business development initiatives.
• Engage in a role that combines technical accounting proficiency with strategic advisory capabilities, making a meaningful impact on client success.

Key Responsibilities & Duties

• Support and execute CFO and Accounting Services engagements, delivering tailored solutions to meet client objectives and enhance financial operations.
• Prepare comprehensive client deliverables, including financial analyses, reports, and strategic recommendations to drive informed decision-making.
• Improve and implement internal processes, procedures, and templates to optimize firm operations and service delivery.
• Actively participate in business development efforts, identifying opportunities to expand client relationships and grow the firm's portfolio.
• Collaborate with cross-functional teams to ensure seamless integration of accounting systems and processes during client engagements.
• Contribute to company operations and strategy, providing insights and recommendations to enhance organizational effectiveness.
• Engage in historical accounting clean-up tasks, ensuring accuracy and compliance in financial records and reporting.

Job Requirements

• Bachelor of Science (BS) degree in Accounting, Finance, or a related field is required.
• Minimum of 2 years of experience in accounting or financial advisory roles; 8 years preferred.
• Proficiency in financial planning and analysis, accounting systems implementation, and post-M&A transaction integrations.
• Strong analytical skills with the ability to prepare detailed financial reports and deliverables.
• Experience in improving and implementing internal processes and procedures within an advisory or accounting firm.
• Excellent communication and collaboration skills to engage effectively with clients and team members.
• Ability to work on-site at client locations, contributing to hands-on financial operations and strategy implementation.