Senior Financial Advisor
4 weeks ago
We are a rapidly growing accountancy firm established in Fresno and rapidly expanding throughout the US. This role offers a chance to work on a wide range of financial matters, from journal entries and account reconciliations to trend analysis and performance metrics.
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 economies
- 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
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