Senior Associate

Overview

• Serve as a Senior Associate in a dynamic accounting and advisory firm, providing comprehensive financial services to diverse clients.
• Coordinate service activities and oversee staff accountants, ensuring efficient and accurate delivery of client accounting services.
• Engage directly with clients, maintaining strong relationships and acting as their primary point of contact for financial matters.
• Utilize expertise in QuickBooks Online and other financial tools to streamline processes and enhance client satisfaction.
• Contribute to month-end close processes, financial reporting, and analysis to support client decision-making.
• Assist with consolidations, foreign currency translations, and compliance with various accounting standards.
• Play a key role in budgeting, forecasting, and financial planning activities for clients.
• Participate in client onboarding and implementation of accounting software solutions.

Key Responsibilities & Duties

• Coordinate and oversee accounting services, ensuring compliance with client expectations and industry standards.
• Review general ledger postings, accounts payable, and payroll processing, ensuring accuracy and timeliness.
• Analyze financial statements, including balance sheets, profit and loss, and cash flow statements.
• Assist in preparing and reviewing monthly financial reports, dashboards, and key performance indicators.
• Support the FP&A team in budgeting and forecasting activities for clients.
• Maintain ongoing client relationships, serving as their primary contact for accounting services.
• Implement and optimize accounting software solutions, including QuickBooks Online and Bill.com.
• Provide guidance and mentorship to staff accountants, fostering professional growth and development.

Job Requirements

• Bachelor’s degree in accounting or finance is required.
• CPA license or active pursuit of CPA certification preferred.
• Minimum of 3 years of accounting experience, preferably in client accounting or outsourced CFO services.
• Proficiency in QuickBooks Online and familiarity with Bill.com and FP&A software preferred.
• Experience in industries such as technology, real estate, and professional services is advantageous.
• Strong organizational, analytical, and communication skills are essential.
• Ability to collaborate effectively in a team-oriented environment.
• Commitment to delivering high-quality service and maintaining client satisfaction.