Financial Consultant

2 weeks ago


Orangeburg, New York, United States Platform Accounting Full time

Job Type:

Full-time

Position Overview:

The Financial Consultant plays a crucial role within our organization. In this capacity, you will deliver accounting and financial advisory services to a diverse clientele spanning various sectors. Our mission is to cultivate enduring partnerships by offering exceptional service and oversight, ensuring a premium experience for both our clients and team members.

About Us:

Platform Accounting Group is a swiftly expanding professional services firm specializing in tax, accounting, assurance, IT consulting, and soon-to-be wealth management services tailored for small to medium-sized enterprises and their proprietors. With 28 offices across 11 states and ambitious growth plans, we recognize that each employee has unique requirements. Our distinctive business model supports more flexible work arrangements than many firms, allowing you to thrive in a professional and dynamic environment while prioritizing work-life balance.

Key Responsibilities:

  • Execute general accounting tasks, including transaction entry and reconciliation of general ledger, credit card, and cash accounts; propose and document journal entries.
  • Conduct intricate adjustments and reconciliations on financial records; enhance the accuracy of accounting systems and documentation.
  • Leverage accounting software and systems to generate financial reports, ensuring compliance with accounting standards such as GAAP.
  • Design and implement accounting systems and services for new clients.
  • Document and report on fixed assets and personal property.
  • Utilize extensive industry knowledge and research skills to deliver high-quality service on complex assignments.
  • Perform proactive risk assessments and compliance evaluations, providing best practice recommendations to clients.
  • Supervise and review the work of entry-level staff.
  • Balance competing priorities to ensure timely project completion and adherence to deadlines.
  • Foster relationships with clients to gain insights into their financial situations and business operations.
  • Analyze financial reports provided by clients and within accounting software.
Qualifications:
  • 3 - 5 years of professional accounting experience, ideally across multiple clients and industries.
  • Exceptional accuracy and technical proficiency, with a strong understanding of client industries.
  • Outstanding communication skills, attention to detail, and strong analytical capabilities.
  • Proficient in accounting software and systems, with a quick learning ability for new technologies.
  • Excellent customer service and interpersonal skills.
  • Proactive in problem-solving and project management.
  • Bachelor's degree required; Master's degree preferred.
  • CPA designation preferred.
Benefits:
  • Significant opportunities for advancement within a rapidly growing professional services firm.
  • Continuous informal and formal training and development.
  • Highly competitive compensation package.
  • 401(k) plan and medical benefits.
  • Firm-sponsored continuing education opportunities.


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