Advisory Experienced/Senior Associate

5 hours ago


Walnut Creek, California, United States MGO Full time
Overview

Experienced/Senior Associate – Advisory Services 

USA - Chicago, IL | Irvine, CA | Walnut Creek, CA (Hybrid)

At MGO we believe that human care comes first. Only when our talent thrives can they deliver their very best to our clients. We are honored to serve agents of change in culture-shaping industries – including cannabis, sports and entertainment, technology and state and local government. We stay at the forefront by empowering the next generation of talent: rising leaders full of big ideas, passionate energy, and purpose to effect real change. Our inclusive culture, competitive benefits, and flexible work arrangements are designed to motivate and inspire our team members to build something special.

MGO is a top CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a "Best Place to Work" and is ranked as a leader by Accounting Today and Inside Public Accounting.

Summary:

The Experienced/Senior Consultant is responsible for delivering advisory projects, including assisting in interviews and walkthroughs and taking notes, performing testing or analysis specific to the project scope, analyzing data, documenting results in audit workpapers, drawing conclusions from analysis and testing, and drafting reports. The Experienced Associate will provide internal audit and management consulting services, including internal audit services, performance audits/reviews, business process and internal control studies, benchmarking studies, efficiency analysis, and more.

In addition to project delivery responsibilities, the Experienced Associate may learn and participate in business development activities, assist in developing and supervising staff, attend conferences and industry events, and participate in office and firm events.

Essential duties:

  • Contributions to the Firm Culture.
  • Model the core values of MGO.
  • Maintain agility to adapt quickly to shifting needs, demands, technology, or process changes
  • Lead day-to-day project delivery efforts, including delivering and overseeing delivery by others of project tasks.
  • Deliver on time and on budget work product.
  • Assist in client interviews, asking questions, taking notes, and identifying themes.
  • Perform data analysis, research, testing, and more during project delivery.
  • Write reports and prepare deliverables.
  • Learn service delivery methodology and tools/technology to deliver projects in accordance with firm quality standards.
  • Collaborate and communicate with client and team members professionally.
  • Participate in industry conferences and training to enhance skills and knowledge.
  • Obtain continuing education aligned with career goals, considering becoming certified in the future (e.g., CPA, CIA, PMP, CISA, etc.)

 Minimum Qualifications:

  • BS/BA or Master's Degree in relevant field (e.g., Business, Accounting or Public Affairs/Administration)
  • Minimum of 2 years of work experience in public accounting in the public sector specializing in audit, internal audit or related internal control positions.
  • Relevant certification preferred but not required (e.g., CPA, CIA, CFE, etc.)
  • Proficiency in professional writing, spreadsheets and presentation creation tools.
  • The ability to travel to meet client needs and work collaboratively with others in person and remotely.
  • Effective communication skills both verbally and in writing.
  • Effective time management and prioritization skills.
  • Establish subject matter expertise in the public sector.
  • Demonstrated success in high pressure scenarios.

Success Factors:

  • Strong quantitative and qualitative analytical skills.
  • Ability to perform several tasks concurrently with ease and professionalism.
  • Ability to communicate clearly and concisely, verbally and in writing.
  • Must have excellent interpersonal skills and customer service skills.

Nonessential Functions:

  • Performs other duties as assigned from time to time by accountants or partners.

Supervisory Responsibilities: Yes

Working Conditions:

  • Minimal Hazards.
  • Travel %

Why work for MGO:

At MGO, we understand that our team members give their very best when they feel fully seen, valued, and supported. Whether you are a seasoned professional ready for your next leadership role, or an emerging talent ready to launch the career of your dreams, we are committed to giving you the tools and guidance to thrive in your own unique way.

What's in it for you:

  • Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what's next.
  • Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together.
  • Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients.
  • Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance.
  • Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond.


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