Financial Advisory Services - Senior Associate

Siegfried Advisory • Philadelphia, PA

3d • Hybrid

About The Position

Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP, is seeking a Senior Associate to join its Financial Advisory Services group. This group offers value-added business advisory services to a diverse and growing client base of entrepreneurial organizations. The role provides a unique opportunity for client service, business advisory, and leadership within a prominent CPA firm. Siegfried Advisory assists entrepreneurial organizations and high-net-worth families in realizing their vision by providing quality talent. As a Leadership Advisory Firm, we are dedicated to personal and professional growth, focusing on developing individual leadership and pursuing a larger future. Our core values include fairness, enjoyment, and fostering stakeholder value.

Requirements

• Degree in Accounting or Finance
• 3+ years in accounting or accounting & finance
• Excellent MS Excel skills
• Analytical and problem-solving skills
• Client Services experience
• Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with Siegfried's then-current policy.
• High energy, enthusiasm, and a strong commitment to exceed expectations
• Flexibility and openness to work on a variety of assignments, industries, and roles
• Ability to learn quickly, make an immediate impact, and provide value-added service
• Strong communication and interpersonal skills, and the ability to connect and build relationships with people at all levels of an organization
• Ability to work independently with a high level of integrity and professionalism
• Team player with a strong desire to be an active, long-term participant in not only their own growth, but that of the company
• Entrepreneurial spirit and belief in the opportunities that Siegfried Advisory offers
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting

Nice To Haves

• CPA certification
• Experience with financial planning & analysis (FP&A) activities, including financial modeling and/or dashboarding

Responsibilities

• Develop and maintain strong relationships with owners and managers of entrepreneurial organizations.
• Lead engagements across various service offerings, including financial planning and analysis (financial forecasts, KPI development, budgeting & variance reporting, dashboarding, decision support), outsourced accounting close & reporting, identifying business growth strategies, researching and implementing technical accounting issues, financial modeling (segment profitability, cash flow forecasting), accounting assistance (cash-to-accrual, audit readiness, monthly close design and review), control assessments and process improvement, and ownership changes.
• Lead and develop engagement teams through guidance and mentorship to ensure successful delivery of services and deepen client relationships.
• Mentor and develop associates, helping them achieve professional goals and ensuring they receive adequate training and resources.
• Contribute to Learning & Development (L&D) efforts by suggesting topics, reviewing internal processes, and incorporating client feedback into development materials.

Benefits

• Competitive base salary
• Lucrative incentive plans (average of 30% - 40% of base salary in incentives over the last 5 years)
• Health care
• Dental
• Vision
• Paid vacation
• Sick time
• Paid holidays
• 401k
• Profit sharing

What This Job Offers

• Job Type: Full-time
• Career Level: Senior