Senior Financial Accountant
1 month ago
We are seeking a highly skilled Senior Staff Accountant to join our team at Consultative Search Group.
Job Summary
The Senior Staff Accountant will play a key role in maintaining accurate financial records, analyzing data, and providing insights to support decision-making within the Business Management department.
Responsibilities
- Oversee the preparation and analysis of financial statements.
- Supervise accounting processes and procedures to ensure compliance with accounting principles and regulations.
- Manage and reconcile general ledger accounts to ensure accuracy and efficiency.
- Review and approve journal entries to ensure proper financial recording.
- Assist in budget preparation and financial forecasting to support business growth.
- Prepare tax packages and ensure compliance with regulatory requirements.
- Provide guidance and support to junior staff to enhance their skills and knowledge.
- Lead client meetings to discuss financial matters and provide expert advice.
- Develop and implement financial controls to ensure accurate financial reporting.
- Analyze financial data and prepare reports for the Partners to inform business decisions.
- Identify areas for process improvements and implement solutions to enhance efficiency.
- Collaborate with other departments to ensure financial accuracy and efficiency.
- Communicate effectively with government agencies relating to client tax notifications received.
Qualifications
- Experience with AgilLink and advanced knowledge of Microsoft Excel for financial analysis and reporting.
- Experience with financial modeling and forecasting, and understanding of Generally Accepted Accounting Principles (GAAP).
- Competency in reading and recording Brokerage accounts, and ability to work with complex financial data and perform data analysis.
- Knowledge of financial statement preparation and analysis, and familiarity with regulatory compliance and financial reporting requirements.
- Ability to prepare client meeting packages and excellent communication skills for presenting financial information to stakeholders.
- Four + years of accounting and business management experience, and BSc/BA in business management, accounting, finance, or relevant field.
- MSc/MA, CFP, and/or CPA is a plus, and extensive knowledge of CCH systems.
Benefits
- Medical, Dental, and Vision coverage.
- Flexible Spending Account.
- Basic Life and AD&D.
- Voluntary Life and AD&D.
- Long Term Disability.
- Voluntary Critical Illness and Cancer, Hospital Indemnity.
Many of our job openings can be viewed at https://consultativesg.crelate.com/portal.
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