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Our client, a U.S.-based professional services firm, is seeking a Senior Associate to support their advisory team. This role provides hands-on experience improving finance operations, implementing and optimizing accounting systems, and helping clients turn financial data into actionable insights.
Job Responsibility:
Evaluate and improve client accounting and reporting processes
Assist with system implementations, data migration, and validation (ERP tools such as NetSuite, QuickBooks Online, Sage, or similar)
Prepare reconciliations, schedules, and financial analyses
Build Excel models and dashboards to support reporting and process improvements
Develop client-ready presentations and project deliverables
Requirements:
Bachelor’s degree in Accounting, Finance, or related field
CPA or CPA-track preferred
4+ years of accounting, advisory, or consulting experience
Advanced Excel skills and experience creating client-ready PowerPoint materials
Comfortable in fast-paced, client-facing engagements