Senior Financial Consultant

1 week ago


Marietta, Georgia, United States Trivest Partners Full time

Senior Accountant (Retail)

Position Overview:

Trivest Partners is seeking a skilled Senior Accountant to join our dynamic team within the retail sector. This role is essential for managing the financial operations and ensuring the accuracy of financial reporting.

Key Responsibilities:

  1. Act as the primary liaison for significant and intricate client accounts, ensuring timely delivery of financial statements.
  2. Provide expert guidance to business owners and operational managers to enhance profitability and optimize financial performance.
  3. Engage in regular discussions regarding financial reports, strategic plans, and operational schedules with clients.
  4. Foster and maintain strong relationships with clients and key stakeholders, delivering exceptional service and support.
  5. Identify and implement appropriate resources and solutions tailored to the client’s needs.
  6. Collaborate with clients to resolve complex financial statement issues and offer insightful financial analysis.
  7. Utilize best practices from various functions within the organization to enhance client business operations.
  8. Lead and mentor cross-functional teams dedicated to client service delivery.
  9. Ensure high levels of client satisfaction by addressing concerns promptly and effectively.
  10. Prepare and review monthly performance metrics, collaborating with management to identify areas for improvement.
  11. Utilize technology for effective communication and documentation with both internal and external stakeholders.
  12. Identify growth opportunities within existing accounts and develop strategic plans to enhance service offerings.
  13. Keep management informed of any client developments that may impact financial performance.
  14. Build trust with clients by gaining insights into their business operations, positioning yourself as a valued advisor.
  15. Participate in executive-level meetings and present quarterly business reviews as necessary.

Qualifications:

Required:

  • Bachelor’s degree in accounting, finance, or a related field.
  • A minimum of 4 years of accounting experience, particularly in financial statement analysis.
  • Strong communication skills and the ability to engage with C-level executives and ownership groups.

Preferred:

  • Experience in the retail industry.
  • Background in a business process outsourcing environment.
  • Proven ability to partner with clients to drive business growth.

Trivest Partners is committed to providing innovative financial solutions and support services to our clients. If you are passionate about making a difference in the financial landscape, we encourage you to explore this opportunity.



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