What are the responsibilities and job description for the Staff Auditor position at Lucida Advisors LLC?
At Lucida, we're more than just a full-service accounting firm; we're a community of over 100 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including healthcare, real estate, construction, manufacturing, the arts, and more.
Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.
As Staff Auditor, you will inspect and review, but may also prepare and report, financial transactions and budgetary controls for assigned funds and departments.
Duties/Responsibilities:
- Perform a variety of tasks as part of the assurance team, including audit and review procedures, and working on special projects.
- Examine assigned financial records and statements for accuracy and analyze financial data, making recommendations to improve accuracy, efficiency, and reduce costs.
- Inspect the budget and general ledger for assigned departments and accounts, ensuring funds are available and expenditures are assigned correctly.
- Review and/or assist with preparation of financial statements and records provided to federal, state, and internal auditors.
- Prepare draft financial statements and client communications and reports.
- Assist with the preparation of annual financial reports.
- Establish and develop client relationships, proactively communicating to gather information for timely engagement wrap-up.
- Become proficient with Generally Accepted Accounting Principles (GAAP) and apply them to client engagements.
- Assist in identifying opportunities for improved client and firm processes to impact efficiencies, recognize potential issues, and communicate this with engagement leaders.
- Communicate with team members and engagement leaders during engagements regarding engagement status, identified issues, and problem areas.
- Other duties as assigned.
Required Skills/Abilities:
- Expert knowledge of general financial accounting and cost accounting.
- Understanding of and ability to adhere to generally accepted accounting principles.
- Proficient with accounting software.
- Excellent organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite or similar software.
Education and Experience:
- Bachelor’s degree in Accounting, Finance, or related discipline required.
- Current CPA or eligibility to sit for the CPA exam is required.
- At least two years of related experience required.
