Financial Reporting & Consulting Associate

Financial Reporting & Consulting Associate: The Financial Reporting & Consulting Associate role is responsible for learning and applying accounting standards and technical financial statement preparation skills along with completing assigned tasks and project components under close coaching and supervision.

Duties/Responsibilities:

• Work on preparation, compilation, and review assignments as assigned by the Firm.
• Observes and participates in client meetings and correspondence alongside Manager/In-Charge.
• Develop effective communication with clients/engaging clients in a professional manner.
• Import client trial balance using Trial Balance software within Engagement.
• Pull reports and ledgers from client’s accounting system.
• Read and interpret client ledgers and data.
• Identify issues within the engagement.
• Show proficiency in posting journal entries.
• Link trial balance to financial statements within Engagement.
• Update note disclosures to reflect current year financial statements.
• Receptive to counseling and feedback. Actively puts feedback into practice moving forward.
• Promote the Firm with our clients, business associates and through community events.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Basic knowledge and accounting knowledge such as debits and credits.
• 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.
• At least two years of related experience required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.