Financial Advisory Services
3 weeks ago
Financial Advisory Services - Experienced Associate page is loaded
Financial Advisory Services - Experienced Associate
Apply
locations
Philadelphia, PA
Wilmington, DE
posted on
Posted 11 Days Ago
job requisition id
JR125
About Siegfried Advisory
Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further enhance, grow and evolve their business.
We help
People
transform themselves into better
Leaders
to exponentially improve their
Lives
.
Who We Are Looking For
Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, is currently looking for an
Experienced
Associate
to join its Financial Advisory Service team.
This group provides value-added business advisory services to its growing group of diverse entrepreneurial clients. This position offers a unique combination of business advisory client service opportunities and leadership development opportunities at one of the nation’s leading CPA firms.
Siegfried Advisory works with entrepreneurial organizations and high net worth families to clarify their vision, and we bring quality talent to every initiative. Filled with an innovative spirit and led by an ambitious entrepreneur, we are a Leadership Advisory Firm that is committed to helping people grow, both personally and professionally. Our approach is centered around developing individual leadership and the continuous pursuit of a bigger future. At the core of it all, we value being fair, having fun and fostering stakeholder value
Where You’ll Be
You must be commutable to either the Philadelphia, PA or Wilmington, DE office locations 4 days per week.
What You Will Work On
Our
Experienced Associate
will develop and leverage relevant and compelling relationships to provide high quality services to sophisticated entrepreneurial business and high net worth family clients across various offerings. The primary responsibility of this role is to support client engagements. Tasks may include, but are not limited to:
Working closely with senior staff on month-end and year-end accounting for clients
Performing and reviewing
daily/monthly/quarterly
account reconciliations
Preparing client documents
Researching technical topics
Ad-hoc projects and tasks assigned by supervisor.
What You Bring
High energy, enthusiasm, and a strong commitment to exceed expectations.
Flexibility and openness to work on a variety of assignments, industries, and roles.
Ability to learn quickly, make an immediate impact, and provide value-added service.
Strong communication
and interpersonal
skills, and the ability to connect and build relationships with people at all levels of an organization.
Ability to work independently and with a high level of integrity and professionalism.
Team player with a strong desire to be an active, long-term participant in not only their own growth, but that of the company.
Entrepreneurial spirit and belief in the opportunities that Siegfried Advisory offers
Required Qualifications
Bachelor’s degree in accounting or finance
2+ years of relevant work experience in accounting, audit, finance, or similarly applicable fields
Analytical and problem-solving skills
Strong attention to detail
Excellent organizational and time management skills
Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried's then-current policy. ( This requirement is subject to change at the discretion of managemen t)
Preferred Qualifications
Client services experience
CPA certification
Why You’ll Love Working at Siegfried Advisory
We are leaders. Leadership isn’t limited to our management team. It’s something that everyone at Siegfried Advisory embraces and embodies.
We offer a competitive base salary
and
lucrative incentive plans.
We provide comprehensive benefit plans that include health care, dental, vision, paid vacation, sick time, paid holidays, 401k, profit sharing, and more.
We are growing You’ll have the opportunity to learn, grow, and experience more when you invest in a career at Siegfried Advisory.
FLSA/At-Will
Employment
This position is an exempt position under
FLSA
This position is and will remain at-will in
nature
Learn more about our
Total Compensation Philosophy.
Information specific to New York
applicants.
#J-18808-Ljbffr
-
Financial Planning and Analysis Associate
3 weeks ago
Wilmington, United States CBIZ Private Equity Advisory Full timeCBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a...
-
Strategic Financial Planning
3 weeks ago
Wilmington, United States CBIZ Private Equity Advisory Full timeAbout our Business CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our...
-
Voya Financial Advisor Delaware
2 months ago
Wilmington, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Wilmington Delaware area.This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...
-
Voya Financial Advisor Delaware
1 week ago
Wilmington, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Wilmington Delaware area.This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...
-
Voya Financial Advisor Delaware
3 weeks ago
Wilmington, United States Voya Financial Advisors Inc Full timeJob Description Job Description Voya Financial Advisors , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Wilmington Delaware area. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies,...
-
Voya Financial Advisor Delaware
1 month ago
Wilmington, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Wilmington Delaware area. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and...
-
Wilmington, United States E78 Partners Full timeDirector Business Development Finance and Accounting Advisory & Interim Services (Texas) About E78 Partners E78 Partners is a 5x Inc. 5000 fastest growing company that delivers platinum-level advisory, talent, and managed services that address the critical finance, technology, and transformation challenges faced by corporate leaders and private equity...
-
Compliance Manager
2 weeks ago
Wilmington, United States Citizens Financial Group, Inc. Full timeDescription Compliance Manager - Fair Lending Advisory This role supports the Office of Fair and Responsible Banking's Fair Lending Advisory function by providing subject matter expertise across one or more business units and associated product sets. The Compliance Senior Manager will make use of reporting, data analysis, and monitoring of this subject...
-
Accounting Manager
2 weeks ago
Wilmington, United States Breakwater Accounting + Advisory Full timeJob DescriptionJob DescriptionIf you love solving puzzles and you enjoy making an impact on small businesses, come join us! Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services to businesses and nonprofit organizations across the US. We are a Women-led company, recognized as a top workplace by the Delaware News Journal...
-
Accounting Manager
2 weeks ago
Wilmington, United States Breakwater Accounting + Advisory Full timeJob DescriptionJob DescriptionIf you love solving puzzles and you enjoy making an impact on small businesses, come join us! Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services to businesses and nonprofit organizations across the US. We are a Women-led company, recognized as a top workplace by the Delaware News Journal...
-
Accounting Manager
1 week ago
Wilmington, United States Breakwater Accounting + Advisory Full timeJob DescriptionJob DescriptionIf you love solving puzzles and you enjoy making an impact on small businesses, come join us! Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services to businesses and nonprofit organizations across the US. We are a Women-led company, recognized as a top workplace by the Delaware News Journal...
-
Accounting Manager
1 week ago
Wilmington, United States Breakwater Accounting + Advisory Full timeJob DescriptionJob DescriptionIf you love solving puzzles and you enjoy making an impact on small businesses, come join us! Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services to businesses and nonprofit organizations across the US. We are a Women-led company, recognized as a top workplace by the Delaware News Journal...
-
Managing Director, Healthcare Advisory
2 weeks ago
Wilmington, DE, United States BDO USA Full timeJob Summary: The Managing Director, Healthcare Advisory (HCA) is responsible for all aspects of client engagement services delivery, satisfaction, management,, and retention, with a central focus on healthcare business operations, value creation, and strategy. This role will experience senior level negotiations, project management, and giving presentations...
-
Financial Services Professional
3 weeks ago
Wilmington, United States Bankers Life Full timeBankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider...
-
Account Manager, WM Advisory
3 weeks ago
Wilmington, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Financial Advisor
1 week ago
Wilmington, Delaware, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Sharonview Federal Credit Union in Wilmington, NC would allow you to join the Investment Program at Sharonview Federal Credit Union as a Financial Advisor associated...
-
Chief Financial Officer, Wilmington DE
3 weeks ago
Wilmington, United States Elite Building Services Full timeWho We Are: At Elite Building Services, we pride ourselves on our 35-year history of excellence, innovation, and growth. We are a certified women-owned business with a robust national presence across 23 states, having cemented our position as a leader in providing quality service, we are driven by the core values that drive us. Our commitment to these...
-
Strategic Financial Planning
3 weeks ago
Wilmington, United States CBIZ Full timeAbout our Business CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement, and performance management & improvement. Our...
-
Senior Manager
4 weeks ago
Wilmington, United States Leadenhall Search & Selection Full timeAccounting Advisory, Big 4 Experience in Wilmington, DelawareConsultants work as part of a team to advise on complex Accounting related topics. The roles offer great culture, work-life balance and very competitive salary.In this role:Gain exposure to a wide range of projects.Make a true business impact with your clients.Own projects from start to...
-
Senior Manager
2 months ago
Wilmington, United States Leadenhall Search & Selection Full timeAccounting Advisory, Big 4 Experience in Wilmington, DelawareConsultants work as part of a team to advise on complex Accounting related topics. The roles offer great culture, work-life balance and very competitive salary.In this role:Gain exposure to a wide range of projects.Make a true business impact with your clients.Own projects from start to...