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Financial Services Professional
5 days ago
Our team focuses on serving clients' critical business needs through an integrated solution approach designed to enable growth, leverage resources, and mitigate costs and risks.
Key ResponsibilitiesThis role involves delivering exceptional service to assigned clients, meeting their needs at a level that leads to referrals without requests from our side. Key responsibilities include:
- Working with assigned team members on client onboarding and setup processes
- Executing assigned accounting tasks, such as routine Bank reconciliations, Journal Entries, AP, and AR
- Drafting financial reports, including annual financial statements
- Supporting team members in developing financial models, cash flow, and profitability forecasts
- Compiling and analyzing financial information
- Helping project managers in transitioning, upgrading, or implementing financial systems
To succeed in this role, you will require:
- CA Inter / ACCA Affiliate (ALL papers passed)
- Technical proficiency in accounting/financial management, including the ability to prepare financial statements
- Accounting skills necessary to generate, prepare, and review general ledger, journal entries, records in accordance with GAAP
- Ability to identify variances and research questions regarding financial activity and to improve accounting processes & procedures
- Promoting positive working relationships with diverse personalities/roles at all levels in the firm
- Strong interpersonal and communication skills required
- Demonstrated ability to work with team members, plan, and execute work on time and within budget
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