Advisory Senior Associate

Calvetti Ferguson - Experienced Professionals • Dallas, TX

110d

About The Position

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact. In your role as an Advisory Senior Associate, you will support our Advisory team as we provide strategic guidance, technical advice, and support high-growth and ambitious entrepreneurs and clients in venture capital, private equity, private middle-market enterprise, and global corporations across diverse industries. Advisory Senior Associates at Calvetti Ferguson are valued team members and leaders across a diverse range of project areas including mergers, acquisitions, and divestitures, valuations, technical accounting and reporting, governance, risk, and controls, and technology advisory.

Requirements

• A Bachelor’s degree in Accounting or Finance.
• Certified Public Accountant (CPA) designation in your current location and eligibility for reciprocity in your target office location.
• At least two (2) years’ professional experience in external audit, transaction diligence, or internal controls advisory.
• Proficient in M365 Office suite products.
• Willingness to travel up to 25% for client meetings and proposals, business events and conferences, and team collaboration.

Nice To Haves

• Multidisciplinary majors, minors, or advanced degrees across Accounting, Finance, and/or Technology.
• Additional certifications such as CFA, CVA, ABV, CFE, CIA, or CISA.
• Experience with a Big 4 or other industry-leading CPA firm.
• Experience with private equity and venture capital fund clients and high-growth and middle-market companies.
• Experience working with industry tools, automation software, artificial intelligence, and similar tools.

Responsibilities

• Support the delivery of diverse projects across domains and industries.
• Rapidly and effectively obtain an understanding of each client, their business and industry, strategic priorities, and values.
• Develop project proposals including client meetings, scoping analyses, budgets, staffing and skills assessments, proposal documents, and contract preparation.
• Manage project plans, skills and staffing management, team guidance, management, supervision and coaching, internal and client communications, budget-to-actual and billing management.
• Perform detailed and complex data and analytical tasks using a broad range of practice, industry, and innovative tools.
• Demonstrate and apply a thorough understanding of US GAAP, risk and control frameworks and methodologies.
• Perform industry, market, accounting, and regulatory research to develop summaries, interpretations, and insights.
• Develop clear, concise, and insightful client deliverables of excellent quality.
• Build and foster strong interpersonal relationships with teammates, colleagues, clients, and the broader business community.
• Be a firm and practice ambassador in the community and on campus.
• Comply with all relevant professional standards, laws and regulations, ethical standards, independence requirements, and the Firm's quality control procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees