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Boos & Associates, a Professional Corp. · 3 weeks ago

Accounting and Advisory Senior Associate

Long Beach, CA

Full-time

Onsite

Mid, Senior Level

$85K/yr - $95K/yr

4+ years exp

Boos & Associates is a Certified Public Accountant and Consulting firm recognized for its growth in the Central San Joaquin Valley. They are seeking an experienced Senior Associate for their Advisory Services team, responsible for executing accounting procedures, analyzing financial information, and supporting ERP system implementations.

AccountingAdviceFinancial ServicesOutsourcing

Hiring Manager

Mai Vang

Responsibilities

Executes monthly accounting close procedures and deliverables (journal entries, reconciliations, reports) in compliance with GAAP

Prepares consolidated Income Statement, Balance Sheet and Cash Flows and other financial schedules

Analyzes financial information and develops analytical reports on financial results and operational performance (trends, performance metrics, benchmarks)

Calculates/interprets KPIs from clients’ financial statements and identifies positive and constructive trends

Understands GAAP and can apply accounting standards to basic financial statements

Develops financial business models and assists with business plans and financial budgets

Supports ERP system selection and implementation projects and provides detailed documentation around the process

Plans basic engagements to include on-boarding and client delivery phases and develops an understanding of engagement economics (i.e., billing and time entry) and adheres to the firm’s best practices

Exhibits strong client relationship skills in interacting with clients to gain insight, information and documents necessary to complete assignments

Supports drafting proposals and other documents explaining proposed solutions to clients

Articulates Boos and Associates’ value proposition and understands our target market/client profile

Applies our processes, systems, technology, and resources to manage workflow and ensure proper documentation and workpapers

Produces quality work and sets priorities according to internal and external deadlines and project priority; knows when to raise priority setting conflicts and/or raise other client issues to management

Takes personal accountability for work products and accepts constructive feedback to guide future actions

Participates in advanced special projects, as required

Provide guidance and support to accounting staff

Other duties as required, including client development, new business development and participation in select business development and outside community activities

Qualification

GAAP knowledgeERP system implementationBusiness modelingCPA certificationMicrosoft Office SuiteAccounting softwareAnalytical skillsMulti-taskingVerbal communicationWritten communicationTeam player

Required

Bachelor's degree in Accounting or Finance, required

Four (4) or more years of experience with CPA firm performing business advisory, consultative accounting services or private company experience with finance and general accounting transactions and functions required

ERP system implementations

Business modeling, planning, and forecasting

Proficient in the use of the Microsoft Office Suite, specifically Excel, PP and Word

Experience utilizing industry standard accounting software

Excellent verbal and written communication skills

Strong analytical and basic research skills

Ability to meet project deadlines with a focus on details

Ability to successfully multi-task while working independently or within a group environment

Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously

Team player with an ability to interact effectively with staff of all levels within the firm

Ability to understand finance and accounting functions, and technology for supporting these functions

Recognizes opportunities for innovation, including improvements for handling day-to-day matters, and developing an understanding of process improvements

Listens for and communicates client problems and challenges to management that may be opportunities to grow the business and relationships with clients

Ability to effectively guide a team of professionals and delegate work assignments as needed