Financial Advisory Senior Associate

4 days ago

Fresno, California, United States Jobot Full time

Company Overview

We are a rapidly expanding accountancy firm with operations in Fresno and plans to expand throughout the US, adding 60 new hires within two years. Our team is dynamic, motivated, and dedicated to providing expert financial advice and solutions to our clients.

Salary

$98,000 - $112,000 per year. This competitive salary reflects the company's commitment to rewarding its employees for their hard work and dedication.

Job Description

Job Details:
As a Permanent Senior Associate on our Client Accounting & Advisory Service team, you will play a key role in delivering expert financial advice and solutions to our clients in the finance industry. You will be responsible for executing monthly close procedures and deliverables in compliance with GAAP, preparing and reconciling various financial statements, and applying GAAP and accounting standards to basic financial statements.

Responsibilities:

  • Execute monthly close procedures and deliverables in compliance with GAAP.
  • Prepare and reconcile various financial statements, including consolidated income statements and balance sheets.
  • Understand and apply GAAP and accounting standards to basic financial statements.
  • Calculate, interpret, and communicate KPIs from clients' financial statements, identifying positive and constructive trends.
  • Plan and manage basic engagements, including on-boarding and client delivery phases, with an understanding of engagement economics.
  • Support drafting proposals and other documents explaining proposed solutions for clients.
  • Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers.
  • Prepare schedules to support the client's audit preparation and tax compliance requirements.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related field.
  • Minimum of 3 years of experience in a similar role.
  • Solid understanding of GAAP and the ability to apply accounting standards to basic financial statements.
  • Proficient in preparing and reconciling various financial statements.
  • Proven experience with journal entries, account reconciliations, trend analysis, and performance metrics.
  • Strong analytical skills and the ability to interpret KPIs from clients' financial statements.
  • Excellent planning and organizational skills, with the ability to manage multiple tasks and meet deadlines.
  • Strong communication skills, with the ability to draft proposals and other documents explaining proposed solutions for clients.
  • Proficient in using various financial software and systems to manage workflow and ensure proper documentation of workpapers.
  • Experience in preparing schedules to support audit preparation and tax compliance requirements.

Benefits

  • Competitive pay and eligibility for an annual performance bonus.
  • Comprehensive, medical, dental, and vision insurance benefits.
  • Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays.
  • Paid Bereavement Leave.
  • Paid Jury and Witness Duty.
  • Paid Parental Leave.
  • Firm-paid life insurance.
  • A 401(k) plan plus an employer match.
  • Profit-sharing plan and 3 separate bonus plans.
  • Paid Sick Leave.
  • Wellness programs.

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