Actively participate in projects focused on Finance Performance Improvement
Business Analytics and Decision Support
Financial Accounting Advisory Services
Transaction Support
Program/Project Management
Participate actively in the team’s work on a project (i.e. “roll up your sleeves” and work with the team)
Interact directly with managers and partners on matters related to client and engagement management
Strengthen existing client relationships by providing outstanding client service
Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm
Requirements
Two (2) plus years' experience in a large accounting firm in audit, financial advisory service line
Bachelor's degree in accounting, finance or related field
Certified Public Accountant (CPA) certification preferred
Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis
Skills with Power BI and/ or Tableau is a plus
Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc.
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
Excellent verbal and written communication
Ability to work effectively and thrive in a team environment
Ability to Travel (apx 25%) and work in a hybrid work environment
Tech Stack
Tableau
Benefits
Professional development through active participation in training sessions and networking events both internally and externally
Participation in the firm's Employee Referral Bonus Program