Accounting Advisory Senior Associate- UHNW Family Office

BPM LLP

11d•$90,000 - $115,000•Hybrid

About The Position

BPM's Client Accounting and Advisory Services (CAAS) team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. This includes outsourced accounting services, cash flow modeling, and financial reporting. The Family Office specialization extends these services to the owners themselves, managing the complexities of wealth. The team also assists owners and companies in securing loans and financing, developing succession plans and exit strategies, and supporting company growth through tax planning, risk management, system and process optimization, and merger and acquisition integration. Additionally, as part of the Advisory Service Line, the CAAS team collaborates with clients on ERP system implementation needs, leveraging technology to streamline accounting processes and procedures.

Requirements

BS/BA in Accounting, Finance, or Business Management
A desire to pursue your CPA.
Minimum 4 years' experience in public accounting and/or industry as part of an accounting function.
Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.
Demonstrated leadership experience.
Excellent oral and written communication skills.
Able to work with multiple clients and projects concurrently.
Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.

Nice To Haves

Working knowledge of Bill.com, Expensify, and/or Concur is a plus.
Knowledge of GAAP is preferred.

Responsibilities

Manage accounting services for clients like assisting in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.
Work on engagement teams and support managers on small to mid-size private company management and compilation reports.
Participate in multiple engagements and interact with client personnel throughout the implementation.
Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client’s expectations.
Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.
Participate in special projects for our clients that provide further growth and learning experiences, as needed.