Added
17 days ago
Type
Full time
Salary
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Related skills

cpa forecasting financial analysis excel gaap

πŸ“‹ Description

  • Review monthly close activities and financial statements prepared by Client Service Managers to
  • Provide technical accounting guidance, constructive feedback, and mentorship to Client Service
  • Analyze financial results to identify trends, variances, unusual activity, risks, and
  • Build and maintain strong client relationships through proactive communication, responsiveness, and
  • Review and present financial statements to clients in a clear and accessible manner, helping them
  • Lead the preparation of detailed client budgets and forecasts while supporting ongoing forecasting

🎯 Requirements

  • Bachelor's degree in accounting or a related field is required; CPA or MBA is preferred.
  • At least 5 years of progressive experience in public accounting, client accounting or advisory
  • Expert-level knowledge of QuickBooks Online, including integrations and connected applications
  • Demonstrated experience with detailed budgeting, forecasting, financial analysis, and presenting
  • Advanced Excel skills and strong proficiency with cloud-based accounting and business technologies
  • Proven ability to manage multiple client engagements and competing priorities in a deadline-driven

🎁 Benefits

  • Salary range of $80,000–$85,000.
  • Fully remote work environment within the United States.
  • Comprehensive health and dental insurance.
  • Short-term and long-term disability coverage.
  • 401(k) plan with up to a 4% employer match.
  • Wellness stipend supporting employee health and well-being.
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