We are seeking an experienced Senior Associate for our Advisory Services team (client accounting and advisory), full-time and onsite at our Long Beach, CA office.
If you're ready to serve clients, grow professionally, help expand our firm, and lead others, consider applying.
What you will do:
- Executes monthly accounting close procedures and deliverables (journal entries, reconciliations, reports) in compliance with GAAP.
- Prepares consolidated Income Statement, Balance Sheet and Cash Flows and other financial schedules.
- Analyzes financial information and develops analytical reports on financial results and operational performance(trends, performance metrics, benchmarks).
- Calculates/interprets KPIs from clients' financial statements and identifies positive and constructive trends.
- Understands GAAP and can apply accounting standards to basic financial statements.
- Develops financial business models and assists with business plans and financial budgets.
- Supports ERP system selection and implementation projects and provides detailed documentation around the process.
- Plans basic engagements to include on-boarding and client delivery phases and develops an understanding of engagement economics (i.e., billing and time entry) and adheres to the firm's best practices.
- Exhibits strong client relationship skills in interacting with clients to gain insight, informationand documents necessary to complete assignments.
- Supports drafting proposals and other documents explaining proposed solutions to clients.
- Articulates Boos and Associates' value proposition and understands our target market/client profile.
- Applies our processes, systems, technology, and resources to manage workflow and ensure proper documentation and workpapers.
- Produces quality work and sets priorities according to internal and external deadlines and project priority; knows when to raise priority setting conflicts and/or raise other client issues to management.
- Takes personal accountability for work products and accepts constructive feedback to guide future actions.
- Participates in advanced special projects, as required.
- Provide guidance and support to accounting staff.
- Other duties as required, including client development, new business development and participation in select business development and outside community activities.
What you bring to the role:
- Bachelor's degree in Accounting or Finance, required.
- MBA preferred
- Four (4) or more years of experience with CPA firm performing business advisory, consultative accounting services or private company experience with finance and general accounting transactions and functions required.
- ERP system implementations.
- Business modeling,planning,and forecasting.
- Pursuing or passed the CPA certification exam, preferred.
- Proficient in the use of the Microsoft Office Suite, specifically Excel,PP and Word.
- Experience utilizing industry standard accounting software.
Other Knowledge, Skills & Abilities:
- Excellent verbal and written communication skills.
- Strong analytical and basic research skills.
- Ability to meet project deadlines with a focus on details.
- Ability to successfully multi-task while working independently or within a group environment.
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously.
- Team player with an ability to interact effectively with staff of all levels within the firm.
- Ability to understand finance and accounting functions, and technology for supporting these functions.
- Recognizes opportunities for innovation, including improvements for handling day-to-day matters, and developing an understanding of process improvements.
- Listens for and communicates client problems and challenges to management that may be opportunities to grow the business and relationships with clients.
- Knowledge in QBO and/or Xero preferred.
- Implementation experience with NetSuite and Sage, highly desirable.
- Ability to effectively guide a team of professionals and delegate work assignments as needed.
Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
