Job Description
The Senior Associate helps clients solve complex business issues from strategy to execution. They provide valuable insights in managing risk and improving business performance and overall financial reporting processes. They keep clients regularly informed about their engagement progress and developments that may impact the business and are involved in new hire training and coaching.
The Senior Associate provides exceptional client service as a trusted business advisor.
Success Factors Responsibilities - Assist in detailed testing procedures of the balance sheet and income statement accounts as well as preparation and testing of financial statements and disclosures
- Review and audit business transaction cycles such as treasury, revenues, expenses, payroll, and capital expenditures.
- Visit client onsite for required audits and/or other financial inquiries as needed
- Answer client calls and emails in a timely manner and with a solution-oriented approach
- Produce quality service and statements for the in-charge to review with minimal corrections
- Perform engagements and review financial information using available technology tools and research engines
- Read prior year financial statements and client website and actively seek out information from team members to gain understanding of client business and industry
- Proactively inform engagement team of work status and request information from client as needed
- Establish and ensure client deliverables are met within expectations
- Identify and introduce other firm services based on client needs and discovered opportunities
- Supervise Associates and Interns on engagements and provide guidance as needed
- Participate in business development activities and research opportunities; maintain touchpoints throughout the year with existing clients
- Keep up to date with local and national business and economic issues
- Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
- Collaborate with leader to identify opportunities for efficiencies and proactive engagement management
People Management/Relationships - Take initiative to be a team player (proactively seek opportunities to help others)
- Treat everyone with respect
- Develop loyalty and trust within the team
- Successfully adapt to different personalities and working styles
- Proactively and effectively communicate information regarding status issues to team members
- Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; be open to new ideas and suggestions
Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Required Skills - Excellent organization skills and strong attention to detail
- Multitasker with the ability to prioritize and complete work accordingly
- Excellent verbal and written communication skills with strong client service focus
- Strong analytical and interpersonal skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
- Demonstrated ability to take the lead on client engagements as needed
- Working knowledge of Microsoft Office suite products and technologically-savvy
- Self-motivated and willingness to enhance accounting and advisory knowledge
- Education, Experience and Certifications
- Bachelor's degree in Accounting
- Successful progress towards CPA licensure, if not already obtained
- 2+ years' experience in performing engagement procedures and in preparation of financial statements preferred
- Prior experience in coaching and training entry-level accounting professionals preferred
- Essential Functions
- Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
- Vision abilities required include close vision, distance vision and the ability to adjust focus
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients and events as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range: $75,000 - $85,000
Job Tags
Work at office, Local area, Night shift, Weekend work,