Accounting and Advisory Senior Associate

Boos & Associates A Professional Corporation•Long Beach, CA

45d•Onsite

About The Position

Boos & Associates is recognized for the 8th consecutive year as one of the Fastest Growing Companies in the Central San Joaquin Valley. We are seeking an experienced Senior Associate for our Advisory Services team (client accounting and advisory), full-time and onsite at our Long Beach, CA office. If you're ready to serve clients, grow professionally, help expand our firm, and lead others, consider applying.

Requirements

Bachelor’s degree in Accounting or Finance, required.
Four (4) or more years of experience with CPA firm performing business advisory, consultative accounting services or private company experience with finance and general accounting transactions and functions required.
ERP system implementations.
Business modeling,planning,and forecasting.
Proficient in the use of the Microsoft Office Suite, specifically Excel,PP and Word.
Experience utilizing industry standard accounting software.
Excellent verbal and written communication skills.
Strong analytical and basic research skills.
Ability to meet project deadlines with a focus on details.
Ability to successfully multi-task while working independently or within a group environment.
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously.
Team player with an ability to interact effectively with staff of all levels within the firm.
Ability to understand finance and accounting functions, and technology for supporting these functions.
Recognizes opportunities for innovation, including improvements for handling day-to-day matters, and developing an understanding of process improvements.
Listens for and communicates client problems and challenges to management that may be opportunities to grow the business and relationships with clients.
Ability to effectively guide a team of professionals and delegate work assignments as needed.

Nice To Haves

MBA preferred
Pursuing or passed the CPA certification exam, preferred.
Knowledge in QBO and/or Xero preferred.
Implementation experience with NetSuite and Sage, highly desirable.

Responsibilities

Executes monthly accounting close procedures and deliverables (journal entries, reconciliations, reports) in compliance with GAAP.
Prepares consolidated Income Statement, Balance Sheet and Cash Flows and other financial schedules.
Analyzes financial information and develops analytical reports on financial results and operational performance(trends, performance metrics, benchmarks).
Calculates/interprets KPIs from clients’ financial statements and identifies positive and constructive trends.
Understands GAAP and can apply accounting standards to basic financial statements.
Develops financial business models and assists with business plans and financial budgets.
Supports ERP system selection and implementation projects and provides detailed documentation around the process.
Plans basic engagements to include on-boarding and client delivery phases and develops an understanding of engagement economics (i.e., billing and time entry) and adheres to the firm’s best practices.
Exhibits strong client relationship skills in interacting with clients to gain insight, informationand documents necessary to complete assignments.
Supports drafting proposals and other documents explaining proposed solutions to clients.
Articulates Boos and Associates’ value proposition and understands our target market/client profile.
Applies our processes, systems, technology, and resources to manage workflow and ensure proper documentation and workpapers.
Produces quality work and sets priorities according to internal and external deadlines and project priority; knows when to raise priority setting conflicts and/or raise other client issues to management.
Takes personal accountability for work products and accepts constructive feedback to guide future actions.
Participates in advanced special projects, as required.
Provide guidance and support to accounting staff.
Other duties as required, including client development, new business development and participation in select business development and outside community activities.