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Senior Financial Analyst

2 months ago

Oakland, California, United States AM Advisors Full time
CPA Job Description

We are seeking a highly analytical Certified Public Accountant (CPA) to join our team at AM Advisors. As a key member of our financial team, you will be responsible for managing our company's tax and financial processes.

To succeed in this role, you will need to have comprehensive knowledge of bookkeeping, auditing, and budgeting processes. Our ideal candidate is extremely professional, with excellent communication and organizational skills.

Responsibilities:
  • Utilize expert proficiency in Excel for accounting data analysis and financial forecasting, and develop efficient tools for project management.
  • Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  • Develop and implement internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
  • Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  • Provide efficient control and utilization of financial resources.
  • Analyze financial details to identify development opportunities and areas where improvement is needed.
  • Coordinate and direct the financial planning, budgeting, or procurement.
  • Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
  • Manage outstanding items and projects of clients for deadlines and timely completion and/or resolution.
  • Hands-on accounting including invoicing, accounts payable, payroll, accounts receivable processing, bank reconciliations, journal entries, financial report preparation, and problem resolution of accounting issues.
  • Respond to tax and accounting-related issues.
Requirements:
  • Bachelor's degree in accounting, finance, or a related field.
  • A minimum of 10 years' proven experience as a public accountant.
  • CPA certification is a requirement.
  • Outstanding tax knowledge of local, state, and federal regulations.
  • Excellent attention to detail with strong analytical skills.
  • Solid understanding of QuickBooks, QuickBooks Online, and MS Office.
  • Good communication and organizational skills.