Gathers information necessary from the client to execute on engagements; maintains a running list of information that is needed and follows up to gather information that is missing; organizes this information so it is easily accessible for the team and the client as applicable and creates, develops, and maintains strong business relationships with clients, both internal and external
Business Development
Begins to strengthen the initial understanding of business development strategies and service offerings provided by the AAS team
Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership
Developing Others
Fosters a culture that embraces change and accountability
Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions as well as the technology for supporting these functions
Project Management
Begins to understand how projects operate effectively when using a work plan that follows best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress)
Begins to learn how to scope a new project and how that scoping may impact the fee estimate/budget
Other duties as required
Supervisory Responsibilities
N/A
Qualifications, Knowledge, Skills, and Abilities
Education
Bachelor’s degree in Accounting, Finance, Business, or Economics, required
MBA or other relevant advanced degree (Masters in Accountancy), preferred
Experience
Six (6) or more years of experience performing general accounting transactions and functions, required
Two (2) or more years of supervisory experience, preferred
Experience working with outsourced and/or delivery center operations, preferred
Consultative or business advisory experience, preferred
License/Certifications
CPA certification, preferred
Software
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Experience utilizing industry standard accounting software such as Intuit’s QuickBooks Online (QBO) or NetSuite, , preferred
Prior experience utilizing industry recognized accounting research tools, preferred
Language
N/A
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills
Understands the finance and accounting functions generally performed by a business (e.g., sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact; understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value
Strong analytical and basic research skills
GAAP knowledge, financial statement presentation, and report writing
Solid organizational skills especially the ability to meet project deadlines with a focus on details
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery
Ability to successfully manage multiple tasks while working independently or within a group environment
Ability to act as the primary contact on assigned engagements
Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with clients
Ability to travel up to 25% of the time
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
- National Range: $125,000 - $145,000
- Maryland Range: $125,000 - $145,000
- NYC/Long Island/Westchester Range: $125,000 - $145,000