Client Accounting Advisory Service (CAAS) Senior Associate

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Job details

We are a rapidly growing accountancy firm established in Fresno and rapidly expanding throughout the US. We will be adding 60 new hires in the upcoming two years. Come check us out!

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Salary $+8,000 - $112,000 per year

A Bit About Us

We are a rapidly growing accountancy firm established in Fresno and rapidly expanding throughout So Cal, NorCal, and Nevada. We will be adding 50 new hires in the next two years. This role can be in office at either our Fresno or Long Beach locations, hybrid, or remote. Come check us out!



Why join us?


Competitive pay and eligibility for an annual performance bonus.
Comprehensive, medical, dental, and vision insurance benefits.
Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays.
Paid Bereavement Leave
Paid Jury and Witness Duty
Paid Parental Leave
Firm-paid life insurance.
A 401(k) plan plus an employer match
Profit-sharing plan and 3 separate bonus plans
Paid Sick Leave
Wellness programs

Job Details

Job Details

We are seeking a highly skilled and motivated Permanent Senior Associate for our Client Accounting & Advisory Service team in the Finance industry. The successful candidate will play a key role in providing expert financial advice and solutions to our clients. This is an exciting opportunity to work on a wide range of financial matters, from journal entries and account reconciliations to trend analysis and performance metrics. The role offers a chance to work with a dynamic team of professionals, and to contribute to the success of our clients and our firm.

Responsibilities

Execute monthly close procedures and deliverables in compliance with GAAP
Prepare and reconcile various financial statements, including consolidated income statements and balance sheets
Understand and apply GAAP and accounting standards to basic financial statements
Calculate, interpret, and communicate KPIs from clients' financial statements, identifying positive and constructive trends
Plan and manage basic engagements, including on-boarding and client delivery phases, with an understanding of engagement economies
Support drafting proposals and other documents explaining proposed solutions for clients
Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
Prepare schedules to support the client's audit preparation and tax compliance requirements

Qualifications

Bachelor's degree in Accounting, Finance, or a related field
Minimum of 3 years of experience in a similar role
Solid understanding of GAAP and the ability to apply accounting standards to basic financial statements
Proficient in preparing and reconciling various financial statements
Proven experience with journal entries, account reconciliations, trend analysis, and performance metrics
Strong analytical skills and the ability to interpret KPIs from clients' financial statements
Excellent planning and organizational skills, with the ability to manage multiple tasks and meet deadlines
Strong communication skills, with the ability to draft proposals and other documents explaining proposed solutions for clients
Proficient in using various financial software and systems to manage workflow and ensure proper documentation of workpapers
Experience in preparing schedules to support audit preparation and tax compliance requirements.