Client Accounting Advisory Service (CAAS) Senior Associate

We are a rapidly growing accountancy firm established in Fresno and rapidly expanding throughout So Cal, NorCal, and Nevada. We will be adding 50 new hires in the next two years. This role can be in office at either our Fresno or Long Beach locations, hybrid, or remote. Come check us out!

Job Details:

We are seeking a highly skilled and motivated Permanent Senior Associate for our Client Accounting & Advisory Service team in the Finance industry. The successful candidate will play a key role in providing expert financial advice and solutions to our clients. This is an exciting opportunity to work on a wide range of financial matters, from journal entries and account reconciliations to trend analysis and performance metrics. The role offers a chance to work with a dynamic team of professionals, and to contribute to the success of our clients and our firm.

Responsibilities:

• Execute monthly close procedures and deliverables in compliance with GAAP
• Prepare and reconcile various financial statements, including consolidated income statements and balance sheets
• Understand and apply GAAP and accounting standards to basic financial statements
• Calculate, interpret, and communicate KPIs from clients' financial statements, identifying positive and constructive trends
• Plan and manage basic engagements, including on-boarding and client delivery phases, with an understanding of engagement economies
• Support drafting proposals and other documents explaining proposed solutions for clients
• Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
• Prepare schedules to support the client's audit preparation and tax compliance requirements

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field
• Minimum of 3 years of experience in a similar role
• Solid understanding of GAAP and the ability to apply accounting standards to basic financial statements
• Proficient in preparing and reconciling various financial statements
• Proven experience with journal entries, account reconciliations, trend analysis, and performance metrics
• Strong analytical skills and the ability to interpret KPIs from clients' financial statements
• Excellent planning and organizational skills, with the ability to manage multiple tasks and meet deadlines
• Strong communication skills, with the ability to draft proposals and other documents explaining proposed solutions for clients
• Proficient in using various financial software and systems to manage workflow and ensure proper documentation of workpapers
• Experience in preparing schedules to support audit preparation and tax compliance requirements.