Financial Planning Analyst generating financial reports for S.I.N.'s US headquarters. Collaborating with corporate finance teams and supporting information consistency across data systems.
About the role
- Senior Associate in CFO Advisory Services delivering advisory engagements including implementation of accounting standards. Supporting CFOs in navigating complex financial reporting and operational challenges.
Responsibilities
- play a critical role in delivering accounting advisory engagements to clients
- support CFOs and senior finance leaders in navigating complex financial reporting, operational challenges, and value creation initiatives
- implementation of new accounting standards (ASC 606, ASC 842 / GASB 101 and GASB 103)
- 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
- large data set manipulation and problem solving
- internal control and best practice evaluation
- validation of information between multiple sources of financial information
Requirements
- 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; enabling one to multi-task, adapt to dynamic environments, and meet project deadlines with a focus on details
- Effective oral and written communication skills
- Ability to utilize Microsoft Office, including Excel and PowerPoint
- Ability to travel up to 40% as needed
Benefits
- annual bonus
- medical, dental, and vision care
- disability and life insurance
- generous Paid Time Off
- retirement plans
- Paid Care Leave
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