Financial Services Professional
3 days ago
We are seeking a highly skilled Senior Associate of Accounting to join our headquarters finance team at Matrix Executive Search, LLC. The successful candidate will be responsible for delivering high-quality accounting services to our clients, including financial statement preparation and reporting.
Key Responsibilities:
- Lead the delivery of accounting services, ensuring accuracy and quality.
- Provide advisory services related to entity setup and restructuring, budgeting/forecasting, capital transactions, and financial analysis.
- Develop a strong understanding of client operations and processes to offer practical advice and solutions.
- Support the development and mentorship of staff accountants.
- Maintain long-term relationships with clients, building trust and acting as a point of contact for client inquiries.
- Identify opportunities for improving client services and assist in expanding our client base.
Requirements:
- Bachelor's degree in accounting or related field; advanced degree highly desirable.
- CPA certification or progress toward is preferred.
- Minimum of 3-5 years of experience in public accounting, with exposure to private/closely-held businesses in lower middle market across a variety of industries.
- Solid understanding of US GAAP and financial statement preparation.
- Experience in business transitions or M&A is a plus.
- Ability to manage client relationships and deliver tailored solutions.
- Proficiency with CCH ProSystem fx Engagement and QuickBooks.
- Strong Excel skills and working knowledge of Microsoft Office Suite.
The estimated salary for this position is around $80,000 - $110,000 per year, depending on experience and qualifications. We offer a competitive benefits package, including health insurance, retirement plan, and paid time off.
About Us:
Matrix Executive Search, LLC is a well-established CPA firm serving diverse industry client businesses and individuals. We pride ourselves on providing exceptional service and expertise to our clients.
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