The Siegfried Group · 3 months ago
Financial Advisory Services - Senior Associate
New York
Full-time
Hybrid
Mid, Senior Level
3+ years expSiegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, is seeking a Senior Associate to support its Financial Advisory Services group. The role involves providing business advisory services to entrepreneurial clients, focusing on financial planning, analysis, and relationship management.
AccountingConsultingFinancial Services
Responsibilities
Develop and maintain relevant and compelling relationships with owners and managers of entrepreneurial organizations as well as lead engagements across various service offerings, including:
Financial planning and analysis – financial forecasts, development of KPIs, budgeting & variance reporting, dashboarding, decision support
Outsourced accounting close & reporting
Identify ways to help business owners grow their business value
Research and implement technical accounting issues
Lead and develop engagement teams through guidance and mentorship to deliver on offerings and deepen client relationships
Other financial modeling exercises including segment profitability, cash flow forecasting
Accounting assistance including cash-to-accrual, audit readiness and monthly close design and review
Control assessments and process improvement within accounting and finance functions
Ownership changes and considerations
In addition to the client service responsibilities noted above, Senior Associates are also responsible for mentoring and developing associates in the group to help them achieve their professional goals, and to ensure they are receiving the adequate training and other resources in order to succeed. These responsibilities may include suggesting topics for L&D efforts, reviewing internal processes and requirements, and incorporating client feedback into development materials
Qualification
Required
Degree in Accounting or Finance
3+ years in accounting or accounting & finance
Experience with financial planning & analysis (FP&A) activities, including financial modeling and/or dashboarding
Excellent MS Excel skills
Analytical and problem solving skills
Client Services experience
Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried's then-current policy. *(This requirement is subject to change at the discretion of management)*
Preferred
CPA certification
Benefits
Health care
Dental
Vision
Paid vacation
Sick time
Paid holidays
401k
Profit sharing
And more
Company
The Siegfried Group
The Siegfried Group provides accounting resource services to accomplish important business.
1001-5000 employees
H1B Sponsorship
The Siegfried Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (16)
2023 (19)
2022 (18)
2021 (22)
2020 (28)
Funding
Current Stage
Late StageTotal Funding
$64.4M2022-01-11Series Unknown· $21.45M
2021-01-06Series Unknown· $25M
2018-01-11Series Unknown· $17.94M
Leadership Team
Peter Mozzone
Managing Director
Recent News
2025-08-25
2025-07-29
The Philadelphia Inquirer
2025-07-17
Company data provided by crunchbase