Accounting Advisory Associate
2 days ago
Palm Tree's Consulting group provides clients with Transaction Advisory Services, Strategic Finance/FP&A, Accounting Advisory, Data & Analytics, and other Office of the CFO initiatives. The Accounting Advisory team is bolstering its internal resources in response to growth and demand.
Key Responsibilities
- Lead Accounting Advisory engagements, providing guidance, direction, and assignment of tasks to colleagues, and leading communication with clients throughout the process
- Review and analyze current accounting/finance processes to identify improvement opportunities related to month-end close processes, reporting and automation
- Manage variance analysis process on critical areas of the income statement, balance sheet, and other reports, leading to operational insights and improvement opportunities
- Guide junior team members' analysis of financials, including review of their work; help to bridge financial analysis to operational challenges/changes
- Lead calls with clients to review and explain financial results
Requirements
- Undergraduate degree in Accounting; post-graduate degrees, including MAC or MBA, are helpful but not required
- Active CPA is highly preferred
- 4-5+ years of relevant professional experience in audit/assurance and accounting advisory or corporate/industry experience
- Experience managing multiple team members across different engagements
- Strong technical skills and proficiency in Microsoft Excel and PowerPoint
What We Offer
- Base salary ranging from $100k-$125k with a performance-based bonus
- Medical, dental, and vision premium coverage
- Competitive 401k program
- Unlimited paid time off (PTO) policy
- Robust maternity/paternity leave program
- Hybrid work environment with 2+ days per week in the office
- Opportunities for professional growth and development
About Palm Tree
Palm Tree is a company that values diversity, inclusion, equity, and access. We strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each team member.
We believe that our work for clients and the well-being of our company are strengthened by the diversity of our people. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry.
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