Staff - Financial Services

GBQ HoldingsColumbus, OH
Hybrid

About The Position

Actively participate in the assurance engagement process by conducting financial statement audits, agreed-upon procedures or other assurance projects for clients in the Financial Services industry. Focus on four major initiatives established by the Firm: Profitability, Practice Growth; Client Focus; and Brand Culture/Development.

Requirements

  • BA or BS in accounting or a related field.
  • Must be actively pursuing the CPA exam or be eligible to sit for the CPA exam.
  • Strong proficiency in the use of technology and basic PC applications (Excel, Word).
  • Reliable transportation for on-site client work.

Nice To Haves

  • 1-3 years of financial audit and public accounting experience preferred.

Responsibilities

  • Assist in the execution of audit, agreed-upon procedures and other assurance engagements.
  • Perform analysis and testing of account balances and internal controls.
  • Prepare financial statements, including significant account policy descriptions and footnotes to financial statements, as well as other related reports and documents.
  • Complete assignments within established budget for assigned areas.
  • Achieve charge hour budget and minimum billable hours as set by the Firm.
  • Participate in non-client initiatives to improve firm administration.
  • Consistently utilize all firm and department software efficiently.
  • Complete accurate, neat, organized workpapers that are free of basic grammatical, spelling and calculation errors.
  • Represent the Firm and build relationships by participating in external activities.
  • Develop and demonstrate strong leadership skills.
  • Demonstrate excellent written and verbal communication skills.
  • Interact with current and prospective clients, develop cross-selling skills and identify new opportunities for the practice.
  • Develop and display knowledge of GAAP, GAAS and demonstrate good judgment.
  • Exhibit behavior consistent with rules of conduct of the AICPA, OSCPA and Accountancy Board of Ohio.
  • Work in partnership with other team members and client personnel to help ensure efficient flow of information from client to audit team.
  • Comprehend new, complex issues and perform basic research to solve complex problems.
  • Exemplify Brand Attributes of the Firm.
  • Comply with all policies and procedures of the Firm.
  • Demonstrate ability to work in a team environment and develop solutions-based approaches to client and team needs.
  • Consistently seek feedback on performance from supervisors to develop and enhance professional and technical skills.
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