Overview In this role you will manage financial records and perform data analysis to support accounting compliance. You will provide strategic financial guidance to improve client performance and inform business decisions. You'll lead budgeting, forecasting, and risk assessment while delivering actionable insights through financial reporting. You will work with clients to address advisory needs and maintain strong relationships, influencing outcomes in a dynamic environment. This position offers growth through varied projects and the chance to shape client financial strategies.
Compensation / Benefits- medical
- dental
- vision
- 401k
- holiday pay
- vacation
Responsibilities- Manage financial records and perform data analysis to ensure accounting standards compliance
- Provide strategic financial guidance to optimize client performance
- Lead budgeting and forecasting activities to anticipate trends
- Analyze financial statements and prepare reports for decision-making
- Collaborate with clients on financial reporting and advisory needs
- Maintain general ledger accounts and perform reconciliations
- Engage stakeholders to build and sustain client relationships
- Apply critical thinking to navigate complex financial scenarios
- Embrace change and leverage digital tools to enhance processes and reporting
Key requirements- Bachelor in Accounting
- at least 3 years of experience
- active CPA or pursuing CPA (preferred)
- experience in public accounting or controllership
- proficiency in Excel, Microsoft Office, and ERP/accounting platforms such as QuickBooks, Intacct, NetSuite, Workday, SAP, Ramp, Double
- stakeholder management
- effective communication
- adaptability
- Excel
- Microsoft Office
- QuickBooks
