Overview
This role is a hybrid/remote position with work performed remotely. While remote, you may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.
The organization is seeking a Senior Associate to join the Technical Accounting team within CFO Advisory.
Responsibilities
- Oversee general accounting operations by controlling and verifying financial transactions, including:
- Verify, allocate, post, and reconcile accounts payable and receivable
- Reconcile account balances and bank statements, maintain the general ledger, and prepare month-end and year-end closes
- Help direct internal and external audits to ensure compliance
- Ensure accuracy and effectiveness in accounting tasks; suggest ways to improve efficiency and spending
- Produce error-free accounting reports and present results
- Review and recommend modifications to accounting systems and procedures
- Analyze financial information and summarize financial status
- Prepare financial statements and produce budgets; verify, allocate, post, and reconcile accounts payable and receivable
- Assist with tax audits and tax returns; direct internal and external audits to ensure compliance
- Develop and document business processes and accounting policies; strengthen internal controls
Requirements
- Bachelor’s degree in Accounting or Finance
- Relevant certification (CMA or CPA) is preferred
- Minimum 2 years of experience in accounting and finance functions and processes
- In-depth understanding of GAAP (Generally Accepted Accounting Principles), including financial statement preparation and analysis
- Proven ability to drive and lead corporate accounting processes such as cash management, AR/AP, month-end close, payroll, and benefits
- Demonstrated ability to communicate and interact professionally at all levels
- Strong desire and proven ability to drive and lead corporate accounting processes and procedures such as cash management, AR/AP, month-end close, payroll, and benefits
- Highly driven and self-motivated with a hands-on approach to ensure deliverables are produced on time with high quality
- Strong problem-solving and analytical skills, including accuracy and attention to detail
- Ability to handle multiple priorities and meet critical deadlines
- Highly proficient in Microsoft Office Suite (Word, PowerPoint, Excel, Visio, Project)
- Ability to work flexible hours in support of the business
Preferred Qualifications
- SAP experience
- Relevant certification (CMA or CPA)
Compensation & Benefits
In California, the salary range for an Advisory Senior Associate is $90,000 to $145,000. Salary is one component of the total rewards package, which includes:
- Discretionary performance bonus
- Generous paid time off
- Expanded, inclusive parental benefits
- Access to learning and development platforms
Location
Remote position. The role does not require job duties to be performed within proximity of an office location, but scheduled notice may be required for client work, team meetings, or trainings.