Senior Financial Strategist

2 days ago


Steamboat Springs, Colorado, United States PT&C Group LLC Full time
Job Description

The Senior Financial Strategist plays a critical role in our team - In this position, you will be directly responsible for the timely completion of each engagement, including general bookkeeping, payroll, and business advisory work for various individual and business clients across the organization. You must know the structure of your team well and deploy their strengths accordingly across client engagements.

We are seeking an experienced professional with 5-15 years of accounting experience to join our team as a DIRECTOR OF ACCOUNTING SERVICES. The ideal candidate will have superior accuracy and technical expertise, knowledge of client industries, excellent communication and analytical skills, and expert use of accounting software and systems.

In this role, you will act as the primary contact for all client work, teach, coach, and train team members at various levels, oversee and review work from entry-level & senior staff, provide accounting and advisory services for various clients, and perform complex adjustments and reconciliations on books.

  • Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries.
  • Utilize strong industry knowledge and research abilities to provide high-level service on complex projects.
  • Develop relationships with clients, gain understanding of their finances and businesses, and interpret financial reports provided by clients within accounting software.

This is an excellent opportunity for advancement within a rapidly growing professional services firm. We offer competitive compensation, ongoing training and development, 401(k) and medical benefits, and firm-sponsored continuing education.

Estimated Salary: $85,000 - $110,000 per year based on experience and location.



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