CAS Advisory Manager
New
C
CurrentAccounting
Candidates who reside outside the defined commuting area may be eligible to work remotely, subject to business needs and applicable employment requirements.Full-TimeManager
Salary not disclosed
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Job Details
- Experience
- 8–10+ years
- Required Skills
- Project ManagementMicrosoft Power BI
Requirements
- Bachelor’s degree in Accounting, Finance, or related field; Master’s in Accounting a plus.
- CPA required.
- 8–10+ years of relevant professional experience in public accounting and/or industry.
- Strong understanding of U.S. GAAP, financial reporting, and SEC reporting requirements.
- Experience preparing and reviewing financial statements for private and public companies.
- Experience managing multiple client engagements and deadlines in a fast-paced environment.
- Strong project management and organizational skills.
- Excellent written and verbal communication, presentation, and interpersonal skills.
- Financial services industry experience is a plus.
- Experience with financial reporting, accounting systems, and data visualization tools like Power BI is a plus.
Responsibilities
- Prepare and review financial statements, SEC filings, and related reporting deliverables for both public and private company clients.
- Prepare and review monthly, quarterly, and annual financial reporting packages, including management reports, board presentations, and investor materials.
- Coordinate annual audits, quarterly reviews, and other engagements with external audit firms.
- Prepare and review financial statement disclosures and assist with U.S. GAAP disclosure requirements.
- Perform technical accounting and disclosure research and consult with clients and external auditors regarding new accounting standards.
- Assist private company clients with month-end and year-end close processes, financial statement preparation, and account reconciliations.
- Lead the coordination, compilation, and standardization of internal and external reporting materials.
- Evaluate and enhance reporting and accounting processes to identify opportunities for automation and efficiency.
- Serve as a trusted advisor to clients by identifying risks and providing accounting solutions.
- Supervise, mentor, and develop staff at all levels.
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