Accounting Advisory Services Manager

Elliott Davis • Charlotte, NC

314d

About The Position

The Accounting Advisory Services (AAS) Manager plays a key role in serving our customers in a relationship management capacity. This position will serve as a high-level accounting and finance advisor for AAS customers across a variety of industries, geographies, and various stages life cycle, as well as overseeing technical projects such as US GAAP conversions, technical memo preparation, and financial statement preparation. In addition, this role will advise and mentor team members. Excellent leadership, strong technical background in US GAAP, a desire to teach others technical skills, and strong communications skills are crucial for this role.

Requirements

• A Bachelor’s degree in Accounting or Finance.
• CPA certified.
• 5+ years of recent audit experience at a public accounting firm or 4+ years of audit and 1+ years in technical consulting practice.
• A strong understanding of US GAAP.
• A strong understanding of financial statements and general ledger accounting.
• A proven track record of handling high volume of deadlines and deliverables.
• A proven track record of performing technical memo writing.
• Inclination toward business development activities.
• Strong problem solving and critical thinking skills.
• Excellent written and oral communication skills.
• Experience supervising and training team members.
• The ability to work quickly and accurately with significant attention to detail.
• The ability to work both independently and collaboratively with a team.
• The ability to learn about our firm’s service offerings to identify areas our customers have needs and how we can support those needs.
• The ability to take full ownership of customer deadlines and needs, including working necessary hours to meet customer deadlines.
• Strong time-management skills.
• Excellent Excel skills.

Nice To Haves

• Familiarity with multiple commercial accounting software packages including Sage Intacct, Microsoft Dynamics, SAGE, etc., as well as expertise within QuickBooks.

Responsibilities

• Manage customers by developing relationship with Customer contacts, Firm contacts, and AAS Engagement Team leaders.
• Serve as a key point of contact on day-to-day accounting and advisory matters and/or technical projects for the customer and Firm contacts.
• Perform US GAAP conversions, document technical memos such as ASC 606 analysis, prepare US GAAP financial statements.
• Possess thorough knowledge of all facets of customer’s business to ensure customer understanding of engagement economics and to provide frequent updates.
• Lead and/or participate in special projects and activities as assigned.
• Utilizes technology to properly communicate and record accounting and advisory matters.
• Actively lead monthly accounting needs for customer by overseeing engagement teams.
• Responsible for risk management associated with AAS service offerings on portfolio customers.
• Perform technical accounting review of highly complex advisory and associated deliverables.
• Responsible for overall quality and accuracy of scope of services for customer portfolio.
• Provide tactical accounting and advisory guidance to the customer and engagement team members.
• Collaborate closely with customer to provide advisory services and additional service line SME project opportunities.
• Conduct in-depth financial analysis; providing expert financial perspective; proficient in spreadsheet design to facilitate complex analysis; and instrumental in helping to assess risk, analyze efficiency, and inform business decisions made by the customer.
• Provide feedback in order to develop the Accounting Advisory Services and team members.
• Provide coaching and technical training for staff.
• Demonstrate an on-going commitment to continuous improvement by implementing process enhancements that improve the quality of engagement deliverables and/or the efficiency and/or effectiveness of the engagements.
• Responsible for customer invoicing and shareholder, principal, managing director communication.
• Collaborate with tax department to drive advisory services for new and existing customers as well as continually improve workflow and collaboration between the functions.
• Actively participate in growth opportunities through collaboration with other service lines, specialty groups, and referral sources.
• Attend customer, recruiting and/or networking functions within local market as appropriate.

Benefits

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible).
• First-class health and wellness benefits, including wellness coaching and mental health counseling.
• One-on-one professional coaching.
• Leadership and career development programs.
• Access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree