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CAAS - Senior Associate

4 months ago

Fresno, United States Boos & Associates, a Professional Corp. Full time

Senior Associate


Job Summary:

We are looking for an experienced Senior Associate in our CAAS (Client Accounting and Advisory Services) to perform and oversee full cycle general accounting function. Candidate must have expertise and Agriculture and construction.


Responsibilities:


  • Executes monthly accounting close procedures and deliverables (journal entries, reconciliations, reports) in compliance with GAAP
  • Analyzes financial information and reports on financial results (trends, performance metrics, benchmarks)
  • Comprehends common financial statements and prepares consolidated Income Statement and Balance Sheet; understands how line items/accounts function (e.g., capital accounts, various forms of liabilities, etc.)
  • Calculates/interprets KPIs from clients’ financial statement and identifies positive and constructive trends.
  • Understands GAAP and can apply accounting standards to basic financial statements.
  • Assist with financial budgets and communicates actual to budget variances.
  • Plans basic engagements to include on-boarding and client delivery phases and develops an understanding of engagement economics (i.e., billing and time entry) and adheres to Boos and Associates / BDO best practices.
  • Interacts with clients to gain information and documents necessary to complete project.
  • Supports drafting proposals and other documents explaining proposed solutions to clients.
  • Articulates Boos and Associates / BDO’s value proposition and understands our target market/client profile.
  • Applies our processes, systems, technology, and resources to manage workflow and ensure proper documentation and workpapers.
  • Produces quality work and sets priorities according to internal and external deadlines and project priority; knows when to raise priority setting conflicts to management.
  • Takes personal accountability for work products and accepts constructive feedback to guide future actions.
  • Prepares schedules to support the client’s audit preparation and tax compliance requirements.
  • Participates in advanced special projects, as required.
  • Provide guidance and support to accounting staff
  • Other duties as required.



Education:


  • Bachelor’s degree in Accounting or Finance; OR six (6) or more years performing general accounting transactions and functions without a Bachelor’s degree, required


Experience:


  • Four (4) or more years of experience performing general accounting transactions and functions, required.
  • Consultative or business advisory experience, preferred.


License/Certifications:

  • Pursuing or passed the CPA certification exam, preferred.


Software:

  • Proficient in the use of the Microsoft Office Suite, specifically Excel and Word, required.
  • Experience utilizing industry standard accounting software, required.


Other Knowledge, Skills & Abilities:

  • Excellent verbal and written communication skills
  • Strong analytical and basic research skills
  • Ability to meet project deadlines with a focus on details.
  • Ability to successfully multi-task while working independently or within a group environment.
  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously.
  • Team player with an ability to interact effectively with staff of all level within the firm.
  • Ability to understand finance and accounting functions, technology for supporting these functions.
  • Understands and have an ability to explain tax planning considerations/concepts for various business entities; comprehends the information presented on different tax return forms.
  • Recognizes opportunities for innovation, including improvements for handling day-to-day matters, and developing an understanding of process improvements.
  • Listens for and communicates client problems and challenges to management that may be opportunities to grow the business and relationships with clients.
  • Knowledge in QBO and/or Xero preferred.
  • Ability to effectively guide a team of professionals and delegating work assignments as needed.



Boos & Associates, a Professional Corporation recognizes our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.


We are an independent member of the BDO Alliance USA.


As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.