Financial Accounting Advisory Services Job Description
Financial accounting advisory services
provides functional guidance from an accounting perspective for business transactions to ensure accurate accounting and financial reporting.
Financial Accounting Advisory Services Duties & Responsibilities
To write an effective financial accounting advisory services job description, begin by listing detailed duties, responsibilities and expectations. We have included financial accounting advisory services job description templates that you can modify and use.
Sample responsibilities for this position include:
Maintain current knowledge of SEC reporting and regulations
Knowledge of Regulatory Report filings for Financial Institutions
Provide transaction-related accounting and reporting support for capital markets transactions such as mergers and acquisitions, spin-offs, IPOs, and other complex capital raising transactions
Ability to analyze and implement risk-based solutions related to the reporting challenges that our high-profile clients face while maintaining long-term, meaningful business relationships
Supervise the engagement (job) and ensures QC (technical) standards
Takes care of the client (meets deadlines, timely communication)
Develops team (prepares staff to the next level)
Oversees all accounting activities for assigned client(s)
Develops new business for the firm
Oversees all activities for assigned client(s) to successfully deliver on mandate
Financial Accounting Advisory Services Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Accounting Advisory Services
List any licenses or certifications required by the position: CPA, ACCA, CA, CTP, AICPA, CIA, ERP, CFA, CICPA, FRM
Education for Financial Accounting Advisory Services
Typically a job would require a certain level of education.
Employers hiring for the financial accounting advisory services 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, Graduate, Public Accounting, Financial Services, Economics, Mathematics, Engineering, MBA, Quantitative Finance
Skills for Financial Accounting Advisory Services
Desired skills for financial accounting advisory services include:
Business tax license
Payroll returns
Secretary of State filing and State Board of Equalization
Regulatory requirements of processing payroll accounting transactions
AP/AR and reconciliation
Accounting transactions
Best practice policy
Consolidation and financial reporting
Financial planning & analysis
Full cycle accounting with financial reporting
Desired experience for financial accounting advisory services includes:
Highly motivated with an exceptional work ethic, and have a demonstrated ability and desire to work cooperatively with team members and client professionals
Experience with QuickBooks, QuickBooks Online, Enterprise, ADP, NetSuite, Sage Intacct strongly preferred
8-10+ years of accounting, bookkeeping and controllership experience
Ability to support Audit prep and accounting clean-up projects
Systems implimentation expertise, including Sage Intacct a huge plus
Ability to learn industry specific sub-systems (POS, Inventory)
Financial Accounting Advisory Services Examples
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Financial Accounting Advisory Services Job Description
Job Description Example
Our company is hiring for a financial accounting advisory services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial accounting advisory services
- Primary point-of-contact with client ultimately responsible for the outcome of client activities/deliverables and its success
- Primary activities will include executing buy-side and sell-side transaction advisory engagements
- Act as the lead professional on engagements—managing the day-to-day tasks of projects and serving as a principal contact with client personnel
- Lead diligence meetings, draft and review tailored due diligence reports specific to key issues such as normalized earnings, achievability of management’s budget, indebtedness considerations, and working capital analysis
- Direct the efforts of Vice Presidents, Associates and Financial Analysts, providing guidance with an apprenticeship approach
- Review transaction documents
- Network with prospects to build revenue producing relationships
- Drive business development events and initiatives in the region and in some cases, outside the New York area
- Collaborate closely with corporate finance, capital markets, valuation, and financial restructuring colleagues
- Team with a highly talented and dedicated group of M&A and Advisory professionals, providing you broad exposure to different transactional and technical issues affecting businesses within the M&A and capital markets today
Qualifications for financial accounting advisory services
- Experience with general accounting functions, including US GAAP and IFRS
- 8-15 years of work experience in professional services preferred (public accounting, investment banking and/or management consulting)
- Commitment to excellence, attention to detail, accountable and reliable with strong work ethic
- Minimum 5 years of accounting experience including GL, AP, AR, reconciliations
- Ability to assign work, guide employees and complete projects on time
- System implimentation experience is a must, including Sage Intacct and the ability to learn industry specific sub-systems (POS, Inventory)
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Financial Accounting Advisory Services Job Description
Job Description Example
Our company is searching for experienced candidates for the position of financial accounting advisory services. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial accounting advisory services
- Develop and extend your financial and interpersonal skills as you collaborate with management finance teams and sponsors to advance their accounting and financial reporting objectives resulting from transaction driven events
- Assists with accounting software implementation or upgrades, for clients and firm staff
- Develop close working relationships with management throughout all areas of the group
- Ensure that transactions are accounted for in accordance with established company policies and in accordance with US Generally Accepted Accounting Principles
- Assist in monthly/quarterly/annual close and preparation of relevant work papers
- Ability to roll-up their sleeves and perform the activities necessary to successfully deliver on the mandate(s)
- Communicates regularly with Relationship Partner to ensure services are being delivered effectively and efficiently
- Anticipates, identifies and resolves client challenges
- Ensures all staff assigned are properly and professionally managed, providing oversight, guidance and to develop through active coaching and training
- Participates in the development of and support the client's strategic plans
Qualifications for financial accounting advisory services
- Public client experience
- Certified Public Accountant (CPA) License from appropriate state requred
- Ability to travel for up to one week at a time (20-40% travel time)
- Experience managing engagement teams (staffing, budgeting, planning, execution and client relationships)
- Experienced with Microsoft Office suite, Excel, Word, Outlook and financial/accounting software
- Minimum of 4-5 years of accounting experience including GL, AP, AR, reconciliations
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Financial Accounting Advisory Services Job Description
Job Description Example
Our growing company is hiring for a financial accounting advisory services. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial accounting advisory services
- Research tax and GAAP issues and topics and draft technical position papers
- Participates in the development of and support the client's accounting department
- Prepare monthly and annual budget reports
- Work in a variety of industries on an investment banking platform, gaining exposure to the broader corporate finance industry and capital markets
- Primary activities will include serving as the lead project manager overseeing the execution of buy-side, sell-side, capital raise and restructuring transaction advisory engagements
- Operate as the lead officer on select client accounts
- Lead client meetings with senior sponsor and C-suite professionals, review financial models, technical accounting analyses and financial reporting disclosures and deliver work product and presentations confidently
- Direct the efforts of Vice Presidents, Associates and Financial Analysts, providing guidance with an apprenticeship approach and serving as a career mentor responsible for development of the team
- Assist in leading various practice growth strategic and operational initiatives with senior members of the firm
- Drive business development events and initiatives
Qualifications for financial accounting advisory services
- Previous CPA firm experience
- Experience with QuickBooks, QuickBooks Online, Enterprise, ADP, NetSuite, Intacct strongly preferred
- Solid working knowledge of US GAAP and/or IFRS including complex areas such as revenue recognition, leases, equity compensation, business acquisitions and dispositions, impairment analysis
- Ability to problem-solve and think quickly, creatively, and logically to respond to complex client inquiries in a timely manner
- 10+ years of experience in public accounting or combination with private industry, however public accounting through Manager level a plus
- Small/emerging growth to mid-sized company background is preferred
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Financial Accounting Advisory Services Job Description
Job Description Example
Our innovative and growing company is looking for a financial accounting advisory services. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial accounting advisory services
- Primary activities will include executing buy-side, sell-side, capital raise and restructuring transaction advisory engagements
- Assist in leading client meetings with senior sponsor and C-suite professionals, review financial models, technical accounting analyses and financial reporting disclosures and deliver work product and presentations confidently
- Direct the efforts of Associates and Financial Analysts, providing guidance with an apprenticeship approach
- Contribute to various practice growth strategic and operational initiatives with senior members of the firm
- Assist in initiating and extending group marketing and client development efforts
- Experience with AIA Billing, Retainage, job costing, and Quickbooks (Desktop/Online versions) required
Qualifications for financial accounting advisory services
- 4+ years of Transaction Services experience or 2+ years of external audit experience and at least 2 years of Transaction Services experience with a Big 4 or national firm
- Experience providing accounting and financial reporting advisory services and other transaction-related services
- Experience with data analytics tools (Alteryx, Tableau, ) preferred
- 1+ years of Transaction Services experience or 2+ years of external audit experience with a Big 4 or national firm
- Associates or two year degree equivalent required in Accounting, Finance or related field from an accredited college or university
- Experience in various functions of back-office and bookkeeping including processing of accounts payable and disbursements, processing billing/AR invoices to client’s customers, payroll processing and recording
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Financial Accounting Advisory Services Job Description
Job Description Example
Our company is looking to fill the role of financial accounting advisory services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial accounting advisory services
- Ability to handle a variety of different tasks for multiple clients and meet multiple deadlines while at all times demonstrating cooperative behavior with colleagues and supervisors
- Knowledge of use of Accounting Systems such as Quickbooks (Desktop/Online versions), Xero, ComputerEase, Sage, and electronic A/P bill payment systems such as Bill.com, is a plus
- Knowledge in financial audit/IPO readiness is preferred
- Minimum 5 years’ experience in public accounting and/or client accounting services type work
- Experience in professional services (public accounting, investment banking and/or management consulting)
- Remote working arrangement permitted
Qualifications for financial accounting advisory services
- Experience in the preparation of certain tax filings such as Sales and Use Tax, Property Tax Declaration, annual 1099 forms is a plus
- Experience in account reconciliations, including bank reconciliations
- Experience in monthly/quarterly/annual close procedures and review of client’s Financial Statements
- Knowledge of use of Accounting Systems such as Xero, ComputerEase, Sage, and electronic A/P bill payment systems such as Bill.com, is a plus
- Knowledge of use of ProSystem Engagement is a plus, but not required
- Good oral and written communication skills, including the ability to present accounting concepts in a clear and concise manner to team and to clients