Advisory Associate

About This Role

Join a dynamic consulting practice that supports middle-market and emerging growth companies. This role involves technical accounting, M&A support, ERP/finance transformation, and significant direct client engagement, offering variety, problem-solving opportunities, and client interaction.

Responsibilities

• Support clients with technical accounting, monthly/quarterly close support, and financial reporting
• Assist with accounting policy development and GAAP research
• Prepare and review financial schedules, reconciliations, and analyses
• Assist with buy-side and sell-side M&A engagements
• Support financial due diligence, quality of earnings, and deal readiness projects
• Analyze historical financials, working capital trends, and transaction adjustments
• Support ERP implementations and system integrations (NetSuite, Oracle, SAP, or similar)
• Assist with process improvement, system optimization, and data migration efforts
• Document workflows and help design scalable accounting and finance processes
• Serve as a client-facing team member on advisory engagements

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 1-3 years of experience in public accounting, advisory, consulting, or transaction services
• Strong analytical, organizational, and communication skills
• Comfortable working directly with clients in a fast-paced environment

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 1-3 years of experience in public accounting, advisory, consulting, or transaction services

Nice to Have

• Exposure to accounting services, M&A support, or ERP projects
• CPA or CPA-track

Skills

* Required skills