Senior Associate- CFO Advisory
Job Description
My client, a well-established midsize CPA firm based in California, is seeking a Senior Associate for the CFO Advisory and Accounting Services practice. The firm's CFO Advisory practice provides part time accounting, controller and chief financial officer services to start up companies and growing, established companies in the Bay Area and Southern California. The ideal candidate will have a background that includes public accounting and industry. This is a high-profile position that interacts directly with clients.
Responsibilities
This position supports external clients with several tasks (including but not limited to):
- Closing books, monthly or quarterly
- US GAAP financial reporting
- Implementation of new accounting & reporting standards, international accounting and preparation of consolidated financial statements
- Payroll processing
- Revenue recognition
- Equity accounting
- Financial systems oversight, process improvement and oversight of internal controls
- Staff training and development
- Annual compliance including 1099s, sales and use tax, property tax, and Delaware tax filings.
- State registrations
Duties and Responsibilities:
- Maintain a thorough understanding of the financial reporting and general ledger structure of each client served.
- Supervise Associates to ensure all financial reporting and compliance filing deadlines are met.
- Ensure an accurate and timely monthly and quarterly close and preparation of financial information.
- Provide exceptional client service to external clients and provide Manager support.
- Work with external auditors to ensure a clean and timely year end audit.
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Job Requirements
Qualifications
- Bachelor's degree in Accounting and active CPA license are preferred, or detailed progress toward the CPA license (or equivalent).
- 2-4 years of relevant experience with monthly closings, financial reporting and general ledger experience.
- Strong interpersonal skills, communication and professionalism.
- Ability to develop proficiency with a variety of technology and software applications.
- Experience with AI and demonstration of integrating AI into your daily workflow is a plus.
- Self-starter, who enjoys multi-tasking, learning, and working in a dynamic and supportive environment.
- Proficiency with Microsoft office software - working experience with Outlook and Excel.
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