Senior Consultant | Accounting Advisory Services

CBIZ, Inc.

$80K — $110K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 3+ years of experience in public accounting or senior accounting roles
  • CPA certification preferred
  • Strong analytical and problem-solving skills
  • Effective written and verbal communication abilities
  • Proficient in Microsoft Office, particularly Excel
  • Ability to work independently and manage multiple workflows

Responsibilities

  • Provide accounting advisory support for clients on new accounting standards
  • Perform outsourced Senior Accountant work for clients
  • Draft technical accounting memos on various topics
  • Conduct industry and company research using online tools
  • Assist in preparing internal and external financial statements
  • Help clients close their books monthly and annually
  • Participate in business development activities and maintain client relationships

Benefits

  • Opportunity to join a collaborative, high-energy team
  • Engagement in impactful projects that influence practice success
  • Exposure to various technical accounting matters
  • Opportunity for professional development and skill enhancement
  • Potential for travel up to 10% for client needs
Full Job Description
Job Description

#LI-CR2 #LI-Hybrid

Responsibilities

The Accounting Advisory Services practice at CBIZ is seeking a Senior Consultant with 3+ years of experience in public accounting as well as industry experience as a senior accountant, accounting manager or consultant role to join the organization's team to support our national practice.

The Senior Consultant will be an integral part of the accounting advisory services' team primarily focused on delivering technical and operational accounting support for clients, while developing managerial and client serving skillsets in a team-oriented environment. This position offers an exciting opportunity to join a collaborative and high energy team and to directly impact the performance and success of the practice.

Essential Functions and Primary Duties
  • Provide accounting advisory support to clients, including implementation assistance with new accounting standards
  • Outsourced Senior Accountant work
  • Assist in the drafting of technical accounting memos for various topics such as equity versus debt classification, revenue recognition, business combinations, lease accounting and other technical accounting matters
  • Performs technical industry and company research utilizing online tools and publicly available information
  • Assist in preparation of clients internal and external financial statements including supporting schedules and required disclosures
  • Assist clients in closing their books on a monthly and annual basis
  • Assistance with audit readiness
  • Develops and maintains productive working relationships with client personnel
  • Review Consultant work product and provide feedback
  • Responsible for completion of engagements, including managing all aspects of project
  • Conduct solid analysis; deliver solutions for internal and external clients
  • Attain revenue objectives
  • Adhere to engagement budget constraints and complete assigned tasks with the time requested
  • Participate in business development activities to include memberships in qualified organizations (alumni associations, chamber of commerce, networking groups, etc.) or regular business contacts with peers capable or eventually capable of referring potential engagements and cross serve opportunities
  • Additional responsibilities as assigned


Preferred Qualifications
  • Advanced analytical and issue resolution intelligence, problem solving is essential
  • Strong written and verbal communication skills
  • Well-developed aptitude for quantitative and qualitative analysis
  • Ability to work independently in fast-paced, multi-tasked environment
  • Ability to effectively interface with team members and client personnel in deadline-driven situations
  • Ability to manage multiple workflows while staying organized
  • Proficient with PC environments and related software, including Microsoft Office applications, especially advanced skills in Excel
  • Proficient use and analysis of computer models and development of dynamic spreadsheet applications
  • Understanding of and experience with application and research of U.S. Generally Accepted Accounting
  • CPA
  • Ability to travel up to 10% of the time
  • Digital asset currency or blockchain experience is a plus


Qualifications

Minimum Qualifications
  • Bachelor's degree required
  • 3 years of experience in related field
  • Must be able to work in a team environment
  • Presentation skills mandatory
  • Must possess analytical skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
  • Must be able to travel based on client and business needs

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