Accounting Consultant Job Description
Accounting Consultant Duties & Responsibilities
To write an effective accounting consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included accounting consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Accounting Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Accounting Consultant
List any licenses or certifications required by the position: CPA, IA, CMA, PMP, CRC, CGFM, CIMA, ACCA, CISA, CGMA
Education for Accounting Consultant
Typically a job would require a certain level of education.
Employers hiring for the accounting consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Education, Business/Administration, Economics, MBA, Computer Science, Information Technology, General Business
Skills for Accounting Consultant
Desired skills for accounting consultant include:
Desired experience for accounting consultant includes:
Accounting Consultant Examples
Accounting Consultant Job Description
- Act as the technical and subject matter expert on the team and handle all specific fund requirements
- Identify and respond to operational risk throughout the business unit
- Proactively maintain service level agreements and recognise when the SLA needs to be amended, whilst ensuring the team adheres to agreed SLAs
- Develop and maintain an understanding of the industry and NT, in particular NT’s systems, infrastructure and process data flows
- Provide input in deciding
- Discuss business processes with clients, ranging from Accountants to CFOs
- Analyze transactional data, general ledgers, and financial statements to understand the current client workflow
- Apply working knowledge of various fund, tax and capital structures to specific client scenarios
- Assist clients in reconciling data import templates to their financial statements and/or general ledgers
- Determine transaction parameters and accounting instructions within software to maintain data integrity and daily workflow
- VSOE knowledge set
- Provide assistance to employees in execution of daily operational
- Hands on experience with, and responsibility for, month end close process
- Understanding of Pension accounting, stock repurchases, and working with Other Comphrensive Income OCI
- Effective oral and written skills at all levels within and external to the company
- Ability to work both independently on teams
Accounting Consultant Job Description
- Formulate an effective project plan and effectively manage the implementation timeline
- Identify functional gaps in the Fund and Portfolio Accounting modules and write functional specs according to the software architecture
- Document client issues and customization requests in an organized and detailed manner
- Develop implementation documentation and specifications for client specific processing requirements
- Assist in the delivery and evaluation of software enhancements and upgrades, working with Product Management and Development
- Ensure client satisfaction by managing software requests, questions, and issues in a timely fashion
- Be aware and investigate potential opportunities for account growth and new business
- Assist in financial data modeling for prospect and existing client
- Organize and deliver client training sessions
- Demonstrate the system to potential clients
- Strong system skills required
- Experience in high transaction volume environment
- Two or more years managing teams of at least five or more staff, with various levels of experience
- Operational readiness for fund launches
- Bachelor’s degree in business with accounting concentration or equivalent experience
- 5-8 years cost accounting experience in a manufacturing environment
Accounting Consultant Job Description
- Prepares filings, testimony and defense of company positions, on legal and regulatory matters
- Identifies and coordinates data and systems improvements
- Involved in the training of co-workers, subordinates, and new employees
- Collaborate with other departments and divisions, including Finance, Pricing, Industry Relations, Client Management, and Regulatory Reporting
- Monthly close and related processing and development and preparation of analysis for the consolidated Life financials
- In addition, the SR.Cost Accountant will undertake Metrics, assist controller with special projects, training and participate in budget as needed
- Hands-on fund conversion support including all aspects of loading balances, transactions and performing general ledger and holdings reconciliations for global fixed income funds
- Assist a client in the implementation of new system features
- Conduct training & participate in operations analysis and workflow reviews
- Work with Consulting Manager to provide subject matter expertise for prospective professional service opportunities
- ERP savvy is an understatement
- 5+ years related experience in consulting, and ERP solution analysis, selection and implementation is required
- General business knowledge and experience in working with clients and managing multiple projects
- 5-10 years of experience in private/public accounting working directly with clients
- Strong technology skills including proficiency with the Microsoft Office Suite and accounting solutions such as QuickBooks and NetSuite (preferred)
- Team player with a positive attitude and a willingness to learn new things and accept new challenges
Accounting Consultant Job Description
- Prepare and maintain monthly financial and assist in audit preparation
- Perform periodic cost analysis and produce related variance reports
- Facilitate month end close and account reconciliation
- The successful candidate will be responsible for all aspects of Revenue accounting for APJ, or additionally assigned regions
- Responsibilities include monthly accounting close, balance sheet reconciliations, revenue recognition guidance and other Corporate accounting policy
- The Accounting Manager will also be responsible to ensure compliance to policies and accounting guidelines, internal controls
- Perform month-close procedures
- Perform monthly budget vs
- Preparing and filing the quarterly and annual SEC Forms 10-Q and 10-K as required for all publicly traded companies filing the quarterly and annual statutory financial statements as required by state insurance departments and the NAIC
- Enforcing and ensuring compliance over financial reporting through the implementation of new accounting standards and reporting guidelines issued by the FASB, SEC and NAIC
- Will lead/supervise support and business group employees in a matrix situation
- Seasoned ability to multi-task
- A strong sense of urgency to handle a variety of projects and meet required deadlines, adaptability to deal with urgent and/or unexpected client matters that may arise
- Willingness to learn the Firm’s other services and make appropriate client connections
- A degree in economics, finance, accounting
- XBRL tagging knowledge is preferred
Accounting Consultant Job Description
- Recruiting for large international companies helping to source and place candidates into new roles
- Ensures accurate reporting by reviewing high risk journal entries and supporting documentation and periodically key account reconciliations
- Determines cost center requirements and rollup structure, and coordinates update requirements with the finance control group within determined deadlines
- Applies deep expertise in a specific area of finance
- Manages department projects (strategic, tactical and control) where analytical and relational initiative is required
- Works with relevant non Accounting personnel in reviewing contracts to ensure adherence to company policies and the necessary Accounting treatment
- Prioritizes activities to meet close deadlines as assigned
- Balances books periodically and prepares profit and loss, income and balance sheet statements as necessary
- Develops project plans and schedules, including requirements, tasks, work assignments, resources, milestones, review points and reporting of project status
- Coordinating the preparation of materials for certain committee meetings, such as the Audit Committee and Disclosure Committee
- MBA/CPA/CMA or other advanced degree/certifications are preferred
- Minimum 7 years mutual fund accounting and investment accounting-related experience
- Extensive knowledge of financial instruments, investment fee and expense structures and their accounting requirements
- Understanding of and facility with the FIS Investment Accounting implementation approach
- Strong MS Excel skills and experience using data systems such as Bloomberg
- Comfortable leading engagements with clients