CFO Advisory Senior Associate

About This Role

This role involves delivering accounting advisory engagements to clients, leveraging technical accounting expertise, financial analysis, and business acumen. You will support CFOs and finance leaders in managing complex financial reporting, operational challenges, and value creation initiatives to drive performance improvement and support transformational change.

Responsibilities

• Implement new accounting standards (ASC 606, ASC 842 / GASB 101 and GASB 103)
• Manage complex financial statement close processes
• Draft and review S-1 / S-4’s, 10-K / 10-Q’s, and Annual Comprehensive Financial Reports (ACFRs)
• Perform cash to modified accrual or full accrual conversions
• Conduct process improvement and organizational design efforts
• Engage clients and stakeholders to gather insights and validate assumptions
• Support technology and AI strategy and enablement
• Manipulate large data sets and solve problems
• Evaluate internal controls and best practices
• Validate information between multiple sources of financial information

Requirements

• Bachelor's Degree in Accounting
• Minimum 3 years of relevant experience in public accounting, SEC registrant, private equity-backed, or public sector accounting/finance
• Strong knowledge of financial accounting standards (FASB), SEC regulations, or governmental accounting standards (GASB)
• Prior experience with audit, accounting, and/or consulting standards (GASB, AICPA, GAS including Yellow Book/Green Book)
• Ability to navigate SEC filings and/or Annual Comprehensive Financial Report (ACFRs)
• Prior experience with internal controls including documentation and testing of controls
• Strong organizational skills
• Effective oral and written communication skills
• Ability to utilize Microsoft Office, including Excel and PowerPoint

Qualifications

• Bachelor's Degree in Accounting
• Minimum 3 years of relevant experience within a public accounting firm, middle-market SEC registrant, private equity-backed portfolio company, or public sector environment performing external audit, consulting, or in the accounting and finance function

Nice to Have

• Licensed CPA
• Experience with SEC Registrant, State & Local Government or Not-for Profit
• Experience with SEC Filings or GFOA’s ACFR Special Review Process
• Experience with financial statement close process or proposing / reclassifying journal entries
• Ability to troubleshoot and solve account reconciliation issues
• Thrives working in a deadline-driven environment with a focus on details and accuracy
• Ability to adapt to rapidly changing environments successfully
• Team player able to effectively delegate work assignments

Skills

* Required skills

Benefits