play a critical role in delivering accounting advisory engagements to clients
support CFOs and senior finance leaders in navigating complex financial reporting
support types of projects such as implementation of new accounting standards
complex financial statement close processes
drafting and reviewing S-1 / S-4’s, 10-K / 10-Q’s, and Annual Comprehensive Financial Reports (ACFRs)
cash to modified accrual or full accrual conversions
process improvement and organizational design
client interviews and stakeholder engagement to gather insights and validate assumptions
technology and AI strategy and enablement
internal control and best practice evaluation

Bachelor's Degree in Accounting
Minimum 3 years of relevant experience within a public accounting firm, middle-market SEC registrant, private equity-backed portfolio company, or public sector environment performing external audit, consulting, or in the accounting and finance function
Strong knowledge of financial accounting standards (FASB), SEC regulations, or governmental accounting standards (GASB)
Prior experience with audit, accounting, and/or consulting standards (GASB, AICPA, GAS including Yellow Book/Green Book)
Ability to navigate SEC filings and/or Annual Comprehensive Financial Report (ACFRs)
Prior experience with internal controls including documentation and testing of controls
Strong organizational skills to multi-task and adapt to dynamic environments
Effective oral and written communication skills
Ability to utilize Microsoft Office, including Excel and PowerPoint
Ability to travel up to 40% as needed

Senior Associate, CFO Advisory

Key skills