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Client Financial Solutions Associate

2 months ago


Long Beach, California, United States Jobot Full time

Join our dynamic and expanding accountancy firm, known for its presence in multiple regions. We are on a mission to grow our team significantly in the coming years, offering flexible work arrangements.

Why consider a career with us?

  • Attractive salary package with the potential for annual performance bonuses
  • Extensive medical, dental, and vision insurance options
  • Ample Paid Time Off along with paid holidays
  • Company-sponsored life insurance and a 401(k) plan with employer contributions
  • Profit-sharing opportunities and various bonus structures
  • Wellness initiatives and additional benefits

Position Overview:

We are in search of a talented Senior Associate to join our Client Accounting & Advisory Service team within the Finance department. This role involves providing expert financial guidance and solutions to our clients, which includes overseeing monthly closing processes, reconciling financial statements, and conducting trend analyses. This is a remarkable opportunity to play a vital role in our clients' financial success while being part of a vibrant team.

Key Responsibilities:

  • Implement monthly closing processes and deliverables in accordance with GAAP standards
  • Prepare and reconcile financial documents, such as income statements and balance sheets
  • Apply accounting principles effectively to financial reports
  • Analyze financial statements to calculate KPIs and identify significant trends
  • Plan client engagements and assist in proposal development
  • Oversee workflow and maintain accurate documentation
  • Prepare necessary schedules for audit and tax compliance purposes

Required Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related discipline
  • At least 3 years of relevant experience in a similar capacity
  • Comprehensive knowledge of GAAP and financial statement preparation
  • Proficient in journal entries, account reconciliations, and trend analysis
  • Strong analytical and organizational capabilities
  • Excellent communication skills and software proficiency